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How do I import a list of Patients?
To import a list of Patients, click USERS, and then click the PATIENTS tab. At the button of the page, you will see blue text that reads "Download .xlsx Template" and "Download .csv Template." Choose any template by clicking the link and saving the ...
How do I create a Patient?
To create a patient: Click USERS Then, click the Patients tab Click CREATE PATIENT A small window will appear where you can enter the Patient's information (DOB is optional). In this window, you can also upload a photo of the Patient. Click the ...
How do I add a message to my Bulletin Board?
Under Bulletin Board in Lobby Settings, add a message, announcement, or any additional information you wish to be displayed in your Lobby by simply entering the message in the box. When you are finished entering a message on your bullentin board, ...
Getting Started Guides - HIPAA Video
UPDATED AS OF 3/11/2022 Our Getting Started guides are here to help you and your practice with step-by-step instructions for Beginners. We offer individual guides for each type of User: New Accounts (ClinicAdmin), Patients, and Staff. Click the ...
How many licenses can I add to my account?
You can add any number of Provider licenses to your account. There is no limit to how many licenses you can purchase, per account. When signing up for a FREE trial, you are assigned one (1) Provider license to test out our platform for 14-days. When ...