FRONT DESK--Getting Started
- NEW TRAINING! Creating and Editing Insurance Profiles- Release Date TBD
- 1: GETTING STARTED--FD Training
- 1:1 Front Desk User Interface--FD Training
- 2: WORKING WITH THE CALENDAR--FD Training
- 2:1 Calendar Overview--FD Training
- 2:2 Using the Calendar Filters--FD Training
NURSE & SUPPORT--Getting Started
- 1: GETTING STARTED--N&S Training
- 1:1 Overview of the Nurse & Support Module--N&S Training
- 1:2 Pre Check-in Questionnaire--N&S Training
- 1:3 Using the Filters--N&S Training
- 1:4 Rooming Patients and Understanding the Grid View--N&S Training
- 1:5 The Patient Dashboard--N&S Training
PROVIDERS--Getting Started
- 1: GETTING STARTED--Provider Training
- 1:1 Overview of the Providers Module--Provider Training
- 1:2 Online Patient Registration--Provider Training
- 1:3 Navigating the Right Side Menu--Provider Training
- 1:4 Appointments List Overview--Provider Training
- 1:5 Appointment Filters--Provider Training
ADMINISTRATION--Getting Started
SUPER ADMIN--Getting Started
SUPER USERS: Working with Document Skeletons
- 1 GETTING STARTED: What Are Document Skeletons?
- 1:1 The Document Skeleton Dashboard
- 1:2 Using Filters in the Document Skeleton Dashboard
- 1:3 Cloning a Document Skeleton
- 1:4 Merge Document Skeletons
- 1:5 Remove (Invalidate) or Restore a Document Skeleton
Setting Up a New Clinic
Adding Providers and Workplace Schedules
- Adding New Providers Checklist--Admin Training
- Create a New Provider in a Clinic--Admin Training
- Set Up Provider to Request Cosigning of Encounter Notes
- Create a Provider Workplace--Admin Training
- Create Provider Scheduling Template--Admin Training
- Apply (Publish) Time Slots (Schedule)--Admin Training
Working with Schedules
- Creating and Editing Schedule Exceptions in Dictionary--SA Training
- Add Second Column of Appointments for Double Booking of Schedule--Admin Training
- Schedule Exceptions--Admin Training
- Clinic Exceptions VS Workplace Exceptions--Admin Training
- Applying Different Types of Schedule Exceptions--Admin Training
- Editing Existing Schedule Exceptions--Admin Training