If you need to hide a patient record instead of deleting or inactivating it, you can do so by following these instructions.
If you want to free up patient space by inactivating patients or active a returning patient, follow these instructions.
Don't want your patient to be on your email list? This article will show you how to turn off the patient from receiving any emails from you.
The Patient Profile is a quick visual representation of which systems your patient is currently apart of.
Do you need to locate your new patient's patient account but can't quite remember their name? As long as you remember the time frame from when they were added in as a patient, it's easy to locate them!
Adding notes to patient records is a great way to organize patient information for future use.
There may be times where your office might need a list of certain patients for record-keeping, marketing, or curiosity purposes. This article outlines the most popular lists searched by our members.
Generating a Google Map of where your patients are located can be extremely helpful for marketing purposes such as coming up with a by-area marketing plan, or you're just curious to see who your more local clients are.
Depending on how many providers you have in your account, you can assign patients to their correct provider so that care plans, receipts, emails, wellness scores, and stats have the correct provider name on the documents.
Categorize your patients into groups in order to target market a specific group of people and more!
When emails are sent to your patients, they can be returned (bounced) for a variety of reasons. The best way to prevent emails from being returned/bounced is to ask your patients to add your email address to their email address book (contacts) and/or their email white-list. To view a list of patients whose emails have been bounced, follow these steps:
Need to capture more patient information than there are fields for? Maybe you need to collect the patient insurance type, spouse's name, referral type, etc? You can collect and capture information using the Patient Custom Fields.
Linking patient accounts allows your office the ability to split payments in our one-time payment tools. This also shares billing information among those linked for easy processing for families and friends.