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- Navigate Agenda
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- Add Insurance Plan
- Add Referring Providers
- On Demand Print
- Work Billing Tasks in the Desktop Application
- Edit Practice Information
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- Access Note Sections/Templates
- Schedule Follow-up Appointment
- Add Vitals
- Send Referral
- Create a Note
- Add Referral Sources
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(date updated)- Set Up Post-Visit Survey
- Create Patient Recall Message
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- View Merged Intake Forms
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- View Intake Documents
- Additional Support
- Send Patient Broadcast
- Navigate the Performance Dashboard
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