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- Navigate Dashboard
- Add Vitals
- Access Note Sections/Templates
- Set Up Provider Profile
- On Demand Print
- Add Referral Sources
- Add Insurance Plan
- Enter Patient Alert
- Checking In a Patient
- Send Referral
- Create a Note
- Document Upload
- Transfer Balance to Patient Responsibility
- Work Billing Tasks in the Desktop Application
- Navigate Agenda
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(date updated)- Send Email to Patient or Patient Group
- Send Text to Patient
- Send Message to Staff
- Edit or Delete Patient Group
- Edit or Delete a Message Template
- Duplicate Message Template
- Create Patient Group
- Create Message Template
- Navigate the Message Center
- Send Intake Forms from Confirm Appointment Request
- Patient Communications
- Online Provider Profile
- View Patient Intake Online Form
- Navigate Patient Intake Settings
- Send Intake Forms from New Appointment
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