Administrative Functions
Orientation and Navigation
Patient Lookup
- Patient Record Overview
- Search and Open Patient Records
- How to Create a New Patient
- How to Run an OPV & OVV Check
- Patient Activities
- Patient Audit
Referrals
- How Do I Add a Referral to a Patient Record
- Uploading a Referral to a Patient Record
- How Do I Add a Referral to an Invoice?
Contacts
- Service Provider Contacts
- Managing Existing Service Provider Contacts
- Creating a New Service Provider Contact
- Printing Your Service Providers Contact Lists
- Get Medicare Participant
- Sorting Your Health Professional Contacts by Field
- Filtering Your Service Provider Contacts
- Health Professional Contacts
- Managing Existing Health Professional Contacts
- Creating a New Health Professional Contact
- Printing Your Health Professional Contact Lists
- Sorting Your Service Provider Contacts by Field
- Filtering Your Health Professional Contacts
Tasks
- Activities: Admin Tasks & Clinical Actions
- Create a New Task
- How to View Outstanding & Completed Activities
- How to Mark an Activity as Completed
- How to Print & Export an Activities List
Appointment Management
- Appointments Overview
- How to Book a New Appointment: New & Existing Patients
- How to Edit & Reschedule an Existing Appointment
- How to Delete & Cancel an Appointment
- Appointments Hover-state
- Appointment Views: Day, Week, Month & Agenda
- Appointment Options: Open Patient, Run OPV & Bill Patient
- How to View All Available Doctor Schedules
- View and Export Patient Appointments Calendar
- Appointments Filter
- How to Use the Wait-list
Waiting Room
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