Getting to Know Your Dashboard
Dashboard, Getting Started, Settings, Move, Resize, Widget, Customize
Let's go through the different elements of the dashboard one by one.
Getting to Know Your Settings
Settings, Getting Started, Intro
Let's go through your settings page and all the options you have to customize your practice.
Getting to Know Your Patients Page
Patients, Getting Started, Intro
Let's go through your patients page so you know all it can do.
Getting to Know Your Files Page
Files, Getting Started, Drive
Did you know you have a practice file drive? Let's get into it.
Getting to Know the Contacts Page
Contacts, Getting Started, Address, Book, Save, Fax
Let's go through your contacts and build contact groups.
Getting to Know Your Calendar
Getting Started, Calendar, Schedule, Scheduler, Intro
Let's go over the calendar and understand its usefulness.
Getting to Know the Inventory Page
Getting Started, Inventory
Here you can manage your inventory and visualize stocked items.
Customize Your Dashboard
Dashboard, Widgets, Customize, move, resize, settings, setup
You can move and resize all the widgets on your dashboard. Make it custom to your needs.
Creating a New Template
Create, Template, dot, phrase, shortcut, macro, #, setup
Let's create a template so you can save time with custom fields.
Using Template Shortcuts in Notes
using, template, shortcut, note, dot, phrase, shortcuts, macro, setup
Here you can learn how to utilize your created templates.
Phone Number Forwarding
phone, number, forwarding, setup
Let's go over how to setup and manage your practice's phone.
Adding an Item to Your Inventory
add, item, inventory, setup
Let's go over your inventory and how to add new items.
Adding a New Company
add, new, company, patient, employer, employee, billing, setup
Learn how to add companies and configure their payment methods.
Patient Self-Scheduling Set Up
patient, schedule, self-schedule, scheduling, setup, set up, scheduler, calendar
Learn how your patients can self-schedule appointments based on your availability.
Confirm a Scheduler Appt
confirm, scheduler, appointment, calendar
Here is how you can confirm appointments once your patient has booked a time slot.
Set Auto Appointment Reminders
set, automatic, appointment, reminder, calendar
Let's go over how to send automatic appointment reminders to your patients.
Custom Welcome Email to Patients
Custom, welcome, email, patient, message
This is how you can customize emails that will be sent to new patients that use the signup link.
Tasks Feature Demo
task, feature, assign, user
Let's go over how to utilize the task feature to communicate with users within your practice.
Face Sheet Source Video
face, sheet, profile, referral, pdf, export
Learn how to generate face sheets for your patients.
Adding a Signature for a Provider and Using it in a Template
provider, signature, template, add, written
Learn how you can create a signature and use it in a template.
Provider, signature, template, add, written
Let's go over how to view drafts and manage unfinished draft notes.
Assign Drafts to Other Staff
drafts, message, note, chart
Here you can learn how to assign drafts across your practice.
How to Voicemail
voicemail, phone, call, listen
Let's go over how to setup and utilize your practice's voicemail.
Patient Sign Up Link
patient, sign, up, signup, link, enroll, where
Let's go over how to find and send your sign up link.
Patient Signup Updates
patient, sign, up, signup, link, enroll, update, where
Learn how to review and update your patients information.
Confirming a New Patient
confirm, new, patient, customer, client, charge, accept, discount, billing, subscription
Let's go over how to confirm a new patient to your practice.
How to Activate Your Patient Portal
activate, patient, portal, new, signup, sign, up, login
Let's go over how to activate your patient portal.
Patient Note and Template Demo
patient, note, template, chart, interaction
Here is how you can create patient notes and utilize templates to save time.
Pay Now Demo
pay, now, payment, bill, charge, billing
Learn how to charge a patient for a one-time fee.
Schedule Text Messages
schedule, text, message, later, delay, postpone, future
Let's go over how to schedule text messages to your patients.
growth, chart, peds, pediatic, pediatrician, WHO, CDC
Learn how to create and utilize growth charts in your practice.
Call a Patient using Practice Phone Number
call, phone, number, practice, forward, port, patient, out
Let's go over how to utilize your practice phone number to call a patient.
ePrescribing Using Veradigm
eprescribe, prescribe, veradigm, medication, eRx, script, write, send
Here is how you can prescribe medications using Veradigm.
Scaling an In-House Prescription Label
scale, prescription, label, in-house
Learn how to configure your prescription labels for your practice.
Ordering Patient Labs
lab, order, labcorp, ordering, labs, quest, CPL, patient
Let's go over how to order a lab for your patients.
Create Custom Billing Products
billing, charge, payment, pay, patient, product, custom, package, special
Create custom practice products that you can use over and over.
Create Custom Subscription
billing, bill, charge, payment, subscription, membership, patient, custom, package, special, month
Create custom subscriptions that fit your practice's needs. You can update the recurring frequency and then the start and end time. Bill your patients the way that works for you.
Provider Signature vs. My Signature
signature, sign, note, provider, chart, sig, template
Use different signatures for different purposes.
Create Annual Payment Subscription
billing, subscription, annual, payment, pay, product, custom, package, charge
Create an annual subscription and learn how to bill your patients with the new subscription.
one-time, patient, once, single payment
Learn how to confirm and bill a one-time patient.
forms, custom, intake, IntakeQ, patient, question, questionnaire, consent, document, signature, sign, ASQ, create, send
Custom Intake Forms are live with the IntakeQ integration. See a teaser of all that you can do with forms.
Create a PDF Form
forms, custom, intake, IntakeQ, patient, question, questionnaire, consent, document, signature, sign, ASQ, create, send, pdf
Create a custom intake form by starting with an existing PDF. You can add eSignature fields, date fields, textboxes, etc. Check out how in this video.