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- Work Billing Tasks in the Desktop Application
- Access Note Sections/Templates
- Schedule Follow-up Appointment
- Transfer Balance to Patient Responsibility
- Add Vitals
- Checking In a Patient
- Send Referral
- Add Referral Sources
- Document Upload
- Create a Note
- Set Up Provider Profile
- Add Referring Providers
- Enter Patient Alert
- Navigate Dashboard
- Add Insurance Plan
Recently updated
(date updated)- 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
- Add, Edit, or Remove Insurance Authorization
- Add Patient Drug Formulary
- Add Secondary Insurance Policy
- Add New Insurance Case and Policy
- Add, Edit, or Delete Patient Alert
- Apply Appointment Recall Message to a Patient
- Upload Document Through Patient Record
- View Patient's Appointments
- Enter Patient Contact Information
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