New Patients
Self Pay Patients
Intake
Patient Payments
- Adding Details to a Charge
- Email or Text Receipts, Notes, and Files
- Coinsurance Estimation
- Late Cancel & No Show Fees
- Self Check in Kiosk: Set Up
- Self Check In Kiosk Process
Clinical Notes
Charts
- Sending an intake form
- Add referring provider
- Upload and manage files
- Scan to Stride
- Text and Email Appointment Reminder setting
- Edit a case
Insurance
- Add insurance coverage
- Verify patient’s benefits
- Edit insurance coverage
- Managing primary and secondary insurances on case
- Accumulation Trackers
- Authorizations
Schedule
- Reordering Staff on Location Calendar
- Accumulator Trackers & Appointment Alerts
- Authorization warnings on appointment popup
- Schedule option filters
- Hide canceled appointments
- Set default calendar view