Schedule

Intake Forms

• Use Intake Forms
• Save a Completed Intake Form to the Patient
• Print or Download a Pending Intake Form
• Manually Upload a Completed Intake Form
• Delete a Pending Intake Form
• Send an Intake Form

Calendar

• Navigating the Calendar
• Find Openings
• Groups
• Create a Calendar Group
• Edit a Group
• Print a Schedule

See all 10 articles

Appointments

• Edit an Appointment's Co-Payment
• Appointments
• View Appointments
• View Patient Appointments
• Check Out a Patient
• Schedule an Other Appointment

See all 11 articles

Reminders

• Status Updates
• Documentation Reminders
• Verification Reminders
• Rx Expiration Reminders
• Authorization Reminders
• Turn On/Off Reminders

Tasks

• Assign a Task
• Complete a Task
• Delete a Task

Patients

• Add a Patient Photo
• Print a Patient's Information
• Patients
• Authorizations