Patient Management
In the video and image below, we show you the Patient Finances tab. The Finances tab on the patient record includes: all the patients invoices a gra...
Thu, 5 Jun, 2025 at 1:58 PM
In the video and image below, we show you the Patient Messages tab. The Messages tab shows emails, SMS and chats sent to the patient. On the left ...
Wed, 11 Jun, 2025 at 4:51 PM
If you have duplicate client records for one client, you must complete all the steps below. Please watch the video at the end for a demonstration. New ...
Wed, 4 Jun, 2025 at 8:36 AM
You can easily share a file with your patient from the patient record in the practitioner app for them to view in the Patient Portal. Results and reports th...
Wed, 4 Jun, 2025 at 11:04 AM
Referrals are designed to email directly to the healthcare provider, you can print a copy for the client if needed. Prior to creating a referral, ensure...
Wed, 4 Jun, 2025 at 10:47 AM
You can archive a patient by clicking the delete button. This can be found by going to Patients -> select a patient record from the patient list -> On...
Wed, 25 Jun, 2025 at 12:17 PM