Clinic Daily Functions
Calendar
- Calendar Icons
- View Practitioner's Appointments
- Practitioner Online Booking Settings
- Enable/Disable Individual Practitioners from Appearing on Online Booking
- Adding an Intake Form from the Calendar
- Bulk Invite Patients/Clients to Create User Accounts for Online Booking
Financial
- Adding Fees to Invoices
- Gift Certificates
- Add Multiple Services to One Invoice
- Adding Credit to a Patient's / Client's Account
- Selling & Tracking Package Deals
- Writing-Off an Unpaid Balance on a Invoice
General
- Adding a Guardian Signature to an Agreement
- Emailing Agreements
- Confirming/Deleting an Appointment from Voice Reminder Not Working
- Supported browsers
- Accessing SOAP Notes in a Cancelled Account
- What Happens if My Trial Expires?
Intake Form
- Auto-send Intake Form with Appointment Reminder Email
- COVID-19 Screening
- Add Intake Form to My Website
- Disabling Insurance Questions on the Intake Form
- Preview Completed Intake Forms
- Add/Send an Additional Intake Form to a Patient/Client
Insurance
- Direct Billing in Canada
- Superbills
- Accessing Legacy Insurance Information on the Patient/Client Profile
- Add Policy to Patient/Client Profile
- Applying a Payment to Claims from an Insurer
- Update the Claim Status
Patients & SOAP Notes
- View Practitioner's Clinical Notes
- Merge Duplicate Patient/Client Profiles
- Documenting Infection Prevention in a Clinical Note
- Booking an Appointment Does Not Work on the iPad
- Drawing Tool is Not Working on the iPad
- Print Blank Intake Form
Reports
- Export Invoices to QuickBooks Online
- Tip Report
- Discount Report
- Accounts Receivable Report
- Clinic Tax Report
- Clinic Transactions Report