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- Add Insurance Plan
- Transfer Balance to Patient Responsibility
- Work Billing Tasks in the Desktop Application
- Access Note Sections/Templates
- Schedule Follow-up Appointment
- Add Referral Sources
- Add Insurance Plan
- Add Referring Providers
- Create a Note
- Set Up Provider Profile
- Navigate Agenda
- Send Referral
- Enter Patient Alert
- On Demand Print
- Checking In a Patient
Recently updated
(date updated)- Set Up Post-Visit Survey
- Create Patient Recall Message
- Engage Training
- Manage Surveys & Reviews Settings
- Review and Merge Intake Forms
- View Merged Intake Forms
- View Patient Intake Online Form
- View Intake Documents
- Additional Support
- Send Patient Broadcast
- Navigate the Performance Dashboard
- Messaging
- Patient Intake
- Set Up Provider Profile
- Navigation
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