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- Set Up Provider Profile
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- Add a Patient Photo
- Kareo Charge Capture: Mobile
- Upload Documents
- Add Referral Sources
- Navigate Patient Chart
- Work Billing Tasks
- Set Up Appointment Reminders
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- Add Referring Providers
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- Learn More: New Dashboard and Scheduling Workflow
- Edit Provider User Account
- Navigate Dashboard
- Schedule Custom Recurring Appointment
- New Patient Appointment
- Navigate the Dashboard
- Update User Email
- Add or Change Patient Photo
- Profile Office Forms
- Deactivate Provider
- Patient Payments Card Reader
- Collect Copay or Payment (Mobile App)
- Retrieve Medication History
- Add Not Administered Medication to Patient Med List