To review precheck forms such as clinical intake, feedback, and consent or policy documents completed by the patient before you join an appointment, scroll down to Action Queue and Patient Activity.
The completed forms appear in the corresponding category.
To view form details, double-click the necessary form type.
To indicate that you acknowledge the form, select the corresponding form, and then select Acknowledge.
Add the Appointment Charges and Prior Balance Columns to Your Schedule View While viewing the schedule, you can review and select the appropriate co-pay and additional charges for the appointment based on the patient's insurance eligibility. You can also view notes and staff review information from the Schedule view.
Communicate with Your Patients and Practice Staff You can chat with a patient and internal staff regarding the patient's clinical data, insurance, and demographic information within the patient chat.
Create, Review, and Manage Waiting Lists You can add multiple appointments to a waiting list, update or reorder the waiting list appointments, and send appointment offers.
View and Create Patient Journeys You can visualize patient journeys with Sankey and Funnel charts to understand the practice metrics and patient outcomes.
