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- Navigate Agenda
- Navigate Dashboard
- Add Insurance Plan
- Add Referring Providers
- On Demand Print
- Work Billing Tasks in the Desktop Application
- Edit Practice Information
- Document Upload
- Checking In a Patient
- Access Note Sections/Templates
- Schedule Follow-up Appointment
- Add Vitals
- Send Referral
- Create a Note
- Add Referral Sources
Recently updated
(date updated)- New Patient Appointment
- Schedule Recurring Appointment
- Schedule Custom Recurring Appointment
- Schedule Follow-Up Appointment
- Edit or Delete Patient Appointment
- Edit or Delete Group Appointment
- Dashboard
- Enable Group Appointments
- Navigate the Dashboard
- Learn More: New Dashboard and Scheduling Workflow
- Navigate the Practice Settings Page
- Getting Started
- Platform Training
- Edit Provider User Account
- Edit User
Recently added
(date created)- 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
- Review Rx Eligibility