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Managing Your Patients

13 articles
Patient Communication: Email, Phone, and InvitationsKeeping the Telecom section of your patient’s profile up to date is essential for timely communication and secure information sharing. This section allows you to manage the patient’s primary email…
Managing Patient Information
Patient Credit Card ManagementKeeping a patient’s credit card information up to date ensures smooth billing, faster checkout, and uninterrupted care. This section allows staff to securely add, edit, and manage credit cards linked…
Documenting a Patient Encounter
Create a New Patient
Patient Contacts: Adding and Managing Key Relationships
Review and Understand Patient Audit LogsThe Audit Logs section gives you a full record of every action performed in relation to the patient’s record.
How to Manage Patient DocumentsThe Documents section centralizes all patient files in one place - both those uploaded manually and those auto-generated by the system (such as encounters, invoices, prescriptions, questionnaires, and lab results)
Working with Patient Consents in the EHRMaintaining accurate and current consents is vital for patient safety, legal protection, and operational compliance.
Keeping Insurance Details Up to DateKeeping patient insurance records up to date is critical for ensuring smooth billing, accurate eligibility checks, and efficient communication with payers.
Patient ChartingProvides a centralized and structured way to document all aspects of a patient’s care
Patient Management
Managing Patient Tags & DiscountsGroup patients with tags such as staff, family, or membership tiers, then link discounts to those tags so every tagged patient is priced correctly at checkout. Covers creating and applying…