| Appts | Opens a window that lists any appointments for the patient and their statuses. |
| Phone Call | Opens the Telephone Call template where you can document phone communications with or regarding the patient. See Telephone Call Template. |
| Transcription | Opens a template where you can document information about the patient in a letter format. See Transcription Template. |
| Documents | Opens a configurable picklist of available documents that you can manually generate. |
| Cancel | Opens a template where you can document a canceled visit or no-show. See Cancel Template. |
| Pre-cert | Opens a template where you can document pre-certification requirements and authorizations. See Pre-cert Template. |
| Worklog | Opens a configurable picklist of available worklogs. See Worklogs. |
| ABN | Opens the ABN template where you can document the need for an Advance Beneficiary Notice (ABN) and print the document for the patient to sign. See Document an Advanced Beneficiary Notice of Non-Coverage (ABN). |
| CCDA Narratives | Opens the Clinical Narratives template where you can enter a clinical narrative to send to other providers via a CCDA. See Clinical Narratives. |
