Schedule

Custom Intake Forms

• Create a Custom Intake Form
• Send a Custom Intake Form to a Portal User
• Import a Completed Custom Intake Form

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

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Appointments

• Check Out a Patient & Process Payment
• FAQ: SMS Text Appointment Reminder Fees
• Training Video: Waitlist
• Waitlist
• Cancel Multiple Appointments
• Edit an Appointment's Co-Payment

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Reminders

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

Tasks

• Assign a Task
• Delete a Task

Patients

• Add a Patient Photo
• Use a Patient's Fusion ID
• Print a Patient's Information
• Patients
• Authorizations