This module is primarily for: admins, schedulers, front desk staff. Staff that do not schedule or check in appointments should skip to 1a in this section, below.

Add a Patient manually (versus having them register themselves in the online registration form)

Set and save your preferred default calendar view (in the Calendar Options box).

Add an appointment to the schedule for your test patient.

Block off time on the calendar for an internal meeting. Make this recur weekly for 3 weeks.

Create a Work Schedule.

Add an appointment of type Vacation to the schedule.

Use the appointment Status drop down menu to mark an appointment as Checked In.

Look over at the far right at the Tracking Board (three grey boxes) and use the tracking board to mark the appointment/ patient as In Room, assign to yourself as if you were the provider (to see how that looks), and finally mark as ready for Check Out.

Use the appointment Status drop down menu to mark the appointment as Checked Out to remove from the Tracking Board.

Use Chart Parts to create a template message to send when patients cancel an appointment to confirm the cancellation.

Use the appointment Status drop down menu to mark the appointment as Cancelled and pull up your cancellation email template you just created to populate the email message.

Create a scheduled task (has a due date) for yourself and check the box for there to be a reminder. Create a standing task (no due date). Create another task with a note in it, and re-assign it to another user. Mark a task as complete.

Use Advanced Patient Search to generate a complete list of all the patients in the system. From that list, output a list of all patient emails.

Module 1a: Calendar and Tasks for Non-Scheduling Staff (corresponds to Video Walk Through 1)

This module is for: staff that do not schedule or check in appointments

Save your preferred default calendar view (in the Calendar Options box).

Find an existing appointment in the calendar for the current day (or add one), and use the appointment Status drop down menu to mark an appointment as Checked In.

Look over at the far right at the Tracking Board (three grey boxes) and use the tracking board to mark the appointment/ patient as In Room, assign to yourself as if you were the provider (to see how that looks), and finally mark as ready for Check Out.

You can use the appointment Status drop down menu to mark the appointment as Checked Out to remove from the Tracking Board.

Create a scheduled task (has a due date) for yourself and check the box for there to be a reminder. Create a standing task (no due date). Create another task with a note in it, and re-assign it to another user. Mark a task as complete.

Use Advanced Patient Search to generate a complete list of all the patients in the system. From that list, output a list of all patient emails.

Yes! To add a picture follow these simple steps:

1. Enter App Settings

2. Click the "Manage Questions" button

3. Click on the question you would like to attach a picture to

4. When editing your answer, click on the picture icon and then add an image from your library

Yes! Users can add video from YouTube or Vimeo with ease:

1. Enter App Settings

2. Click the "Manage Questions" button

3. Click on the question you would like to attach a video to

4. When editing your answer, click on the video icon and then paste the YouTube or Vimeo video URL

5. That's it! A thumbnail of your video will appear in answer text box

The FAQ title can be adjusted in the settings tab of the App Settings. You can also remove the title by unchecking its checkbox in the settings tab.