Patients
Get to know your patients with profiles, clinical notes and custom and pre-configured diagnostic tools
Patient Details
- Patient Profiles
- Patient Profile General Page
- Patient Funding Information
- Message History
- Emergency Contacts
- Patient/Client Terminology (changing what "patients" are called)
Patient Tools
- Patient Tools and Services
- Patient Portal (Practitioner Side)
- Inviting Patients to the Patient Portal
- Assigning Clinical Tools to Patients
- Clinical Dashboard
- Does my patient have to have a patient portal for me to share notes with them?
Patient List
- Patient List
- Adding New Patients
- Why can't I see my patient list/why are patients missing on my patient list?
- Waiting List
- Custom Numbering for Patients
- Can I import my patient list?
Patient Electronic Health Records
- Patient Electronic Health Records
- Clinical Notes
- Printing Clinical Notes
- Sharing Clinical Notes
- Attaching Files to Clinical Notes
- Sending and Receiving Patient Records Securely
Claims and Referrals
- Patient Claim Details
- Adding and Verifying Medicare Details
- Referrals
- Referral Types
- Linking Fees to Referral Types
- Managing Multiple Claims and Payers under a Funder
Intake Forms and Social History
- Patient Intake Form
- Consent Forms and Signatures in the Patient Intake Form
- Previewing the Intake Form
- Sending a Patient Intake Form to Patients
- Viewing a Completed Intake Form
- Patient Social History