- How to use the CPT Rule Setup?
- How to set up a Patient Event?
- How to restrict people from creating/editing/checking in patients in the schedule?
- How to Reset the Appointment Reminders?
- Patient Checklist
- How to link multiple cases on the insurance?
Patient
Manage everything related to your patients in one place! The patient tab allows you to edit patient and insurance information, schedule visits, add notes, and more. You can also record emergency contacts, confirm patient responsibility, and manage authorizations – all within this convenient tab. See below for details on using specific functions.