Popular Articles
Appointment Book Overview: How to use the Schedule?
A template is recommended before accessing the Appointment Book. Please visit our Template Article for additional help. Default Appointment Length and Time Step can be adjusted in the Facility Settings Please see our Facility Settings article for ...
How to use the schedule waitlist?
<br> Creating a waitlist entry: To create a waitlist entry, first navigate to the appointment book. 1. Locate the Waitlist Button: In the top-right corner of the scheduler, you will find the Waitlist button. Click to open the waitlist. ...
Cases and Patients Overview (Adding a new patient)
Where are my cases and patients listed? 1. All patients and cases created in the system can be found under List-> Cases/Patients This list allows you to directly select and view a patients Case or any of their Notes within the case. The report will ...
Add or Edit a Procedure Code
A fee schedule is typically required before adding charges, please view our Fee Schedule article for additional help. Where to go? 1. Users may add or edit a CPT code under Billing->Procedure Codes 2. Once under Procedure codes, Click Create or ...
Patient Portal Introduction
To enable the patient portal call 305-394-6197 Opt 3. Purpose Speed up Onboarding Go Paperless Improve documentation trail Set up for future patient interactions Where to go?: Sending a Patient Portal invite to the patient 1. Upon activation of your ...