Recent Articles
Add Resources (Providers, Rooms, Equipment) to the Calendar
Calendar Resources are used to manage the availability of Providers, Rooms, Equipment, etc. The Calendar helps to manage a balanced workload, preventing the likelihood of overload or overbooking. If it is a person, place, or thing that needs a ...
Add/Delete/Expire Appointment Types
Add Appointment Types Create Appointment Types that are identical to the existing Appointment Types in the Clinical Documentation. Create an Appointment Type From the Scheduling Dashboard, select Scheduling Setup. Select the Types tab. Select Add. ...
Link Forms to Appointment Types/Resources
The Form must be linked to an Appointment Type and/or Resource for batch printing to be available on the Scheduling Dashboard. Link the Appointment Types to a Superbill (Encounter Form, Fee Ticket) In Scheduling Setup, choose the Types tab. Add a new ...
Patient Responsibility
Patient Not Responsible A Patient can be marked as not Responsible in Insurance Management, on the Patient or Encounter Dashboard, Patient Demographics, and on the Insurance in the Insurance Library. If the Patient is marked not responsible on the ...
Check-In/Check-Out Daily Workflow
Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check-In Process Patients can be Checked In from the Calendar and/or Patient Dashboard. Check-In From the Calendar On the Calendar, select the Patient's Appointment or ...