Letters, Templates and Resources
Resource Management
Patient Education
- Managing your Existing Patient Education Templates
- Creating New Patient Education
- Where is the Patient Education Page?
- How do I Filter Patient Education?
- How do I Search for Patient Education?
- How do I View the Full Name of a Patient Education Resource?
Bulk Scan Uploads
- Resource Share Types & Who Can Manage
- Bulk Scan Upload
- Resource Categories Overview
- Where is Bulk Scan Upload located?
- How do I Upload Documents into Bulk Scan?
- How do I Preview an Uploading Document in Bulk Scan?
Contacts
- Contact Types Explained
- Service Provider Contacts
- Managing Existing Service Provider Contacts
- Creating a New Service Provider Contact
- Printing your Service Providers Contact Lists
- Get Medicare Participant
Letter and Clinical Templates
- Personally Signed PDF forms
- Create a Snippet
- Assigning Pathology & Radiology Templates
- Creating a New Letter Template
- Assigning Pathology & Radiology Templates
- Letter Templates Overview