How to Edit Forms & Consents

How to Send Forms & Consents

How to Set up Appointment Reminders

How to Set up Team Tasks

The Morning Huddle

How to manage patient communication

Managing Team Tasks

Customizing patient lists to generate meaningful reports that drive practice growth

Setting up users

Customizing automated messaging verbiage

Templates

Practice info

Brief overview of appointment reminders

Recall reminders

Reviews

Setting up kiosks

How to utilize the Personal Assistant

Accessing learning resources in the app

How to use LiveOps

Managing patients from the Patients dashboard

Messaging with Patient Chat

Email campaigns

Setting up a Loyalty Program

Setting up users

Provider IDs

Setting Goals

Clinical Hours

The Morning Huddle

Patient Finder

Follow Up Tasks

Explore TouchPoints Automation and how it helps simplify follow-up tasks.

Learn how to monitor task performance and measure results.

See how tasks integrate seamlessly into your daily workflows.

Consent forms

Adding placeholders to consents

Signing forms in Personal Assistant

Health History Form and mapping

Automated communications

Sending forms to patients

Editing forms and consents

Creating a new consent form

Online Scheduling dashboards (Action Items, Performance, and Settings)

Creating appointment types

Custom scheduling links

Widgets

Blocklist

Navigating the Payments dashboard

Sending single/bulk payment requests

Using physical/virtual terminals

Saving a card on file

Posting transactions to the ledge

Performance Board

Collections Board

Provider Pulse

Profitability Formula

Benchmarks

Managing permissions for scorecard access

Applying scorecard templates

Designing custom scorecards manually

Sharing scorecards with team members

Learn how to navigate through your insurance dashboard

Submit claims

Verify patient eligibility