New Patients
Self Pay Patients
Intake
Patient Payments
- Print Charge Receipt
- Generate a Superbill
- Patient Charges: Collecting, Editing & Managing
- Create an Outstanding Charge
- Stride Check In Process: Payment/Outstanding Charge
- Refunding A Credit Balance
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
- Manage authorizations
- Accumulation Trackers
Schedule
- Authorization warnings on appointment popup
- Schedule option filters
- Hide canceled appointments
- Set default calendar view
- Delete appointment
- “Smart” Waitlist