Manage Patient Information

Add a Notice to a Patient's Chart
Adding a Notice to a patient's chart will display a message on the Need to Know block and will also appear on the scheduling screen when assigning the ...
Wed, 13 Nov, 2019 at 9:26 AM
Patient Timeline
The Patient Timeline provides you with a single place to track and manage everything happening in a patient's chart in chronological order. From within...
Wed, 26 Jun, 2019 at 4:21 PM
Merge Duplicate Patient Charts
In the case where you find you have two charts for the same patient, use the Patient Merge Tool to combine data from both into a single chart.  Before a...
Thu, 3 Oct, 2019 at 9:02 AM
Mobile Address Book Web App
To make it easier for you to contact patients and view their preferred pharmacies, facilities, and specialists (and their respective contact information) wh...
Tue, 7 Aug, 2018 at 5:21 PM
Managing Leads and Prospective Patients
Sometimes practices need the ability to add in patients who are have not committed to a treatment program or membership. If you'd like to be able to ea...
Sun, 6 Jan, 2019 at 8:44 AM
Patient Transfer Tool
Introduction NOTE: This tool (and the documentation) is still in beta and constantly being updated. Please let us know if you find any bugs or have any ...
Mon, 30 Mar, 2020 at 4:46 PM