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- Add a Patient Photo
- Add Referring Providers
- Schedule Follow-up Appointment
- Add a Patient Photo
- Schedule Patient Appointment
- Navigate Patient Chart
- Set Up Appointment Reminders
- Set Up Provider Profile
- Add Referral Sources
- Upload Documents
- Set Up Users
- Edit Practice Information
- Basic Navigation
- Add Allergies
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Recently updated
(date updated)- Set Day-of-Appointment Reminder Message
- Set Appointment Reminder Messages
- Set Appointment Confirmation Messages
- Set Advance Notice Reminders
- Turn on Birthday Emails
- Add Service Locations
- Navigate the Patient Communications Page
- Activate Patient Payments
- Reply to Message
- Edit or Delete Patient Payment Card
- Add Patient Payment Card
- Review Patient Account and Transaction History
- Review Rx Eligibility
- Edit or Delete Insurance Policy
- Edit or Delete Insurance Case
Recently added
(date created)- Navigate Emergency Access Page
- Request Emergency Access
- Emergency Access
- Duplicate or Edit Flowsheet
- Deactivate or Activate Flowsheet
- Navigate Flowsheets Settings
- Create Flowsheet
- User Account Locked (Platform)
- Edit Provider User Account
- Navigate Dashboard
- Schedule Custom Recurring Appointment
- New Patient Appointment
- Navigate the Dashboard
- Add or Change Patient Photo
- Profile Office Forms