Dashboard 18

• Dashboard Overview
• Graphs
• Today’s Task
• Patient Reports
• Staffs Reports

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Appointment Tab 25

• Appointment Tab Overview
• Appointment List View
• Appointment Calendar View
• Appointment New Calendar View
• Appointment Timeline View

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Authorizations Tab 13

• New Authorization Module Overview
• How to view the expiring Authorizations?
• Creating and Managing Auth Requests Seamlessly
• How To Create A New Authorization?
• How To Create a Group Authorization?

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Patient Tab 22

• Patient Tab Overview
• How to Create a New Patient?
• How To Search/Filter The Patients List?
• Patient Navigation
• Documentation

View all 22

Staff Tab 21

• Staff Tab Overview
• How to Search/Filter the Staff List?
• Adding New Staff
• Staff Contact info
• Credentials

View all 21

Billing Tab 34

• Billing Tab Overview
• Primary Billing Manager
• Managing Primary Claims
• Manage Secondary Claims
• AR Ledger - Claim Wise

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Payment Tab 7

• Payment Tab Overview
• E-Remittance
• How to Add Deposit?
• How To View Deposit Details?
• Cash Posting

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Payroll Tab 14

• Payroll Tab Overview
• Payroll Processing Tab
• Payroll Submission Tab
• Processed Payroll Tab
• Timesheet(s)

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Report Tab 13

• Report Tab Overview
• Max Total Auth Utilization Report
• AR Ledger with Balance Report
• Appointment vs Ledger Report
• Service Wise Payroll Report

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Menu Permission 4

• Menu Permission Module
• How To Create/Manage User Groups In Menu Permissions?
• How To Manage Group Permissions In Menu Permissions?
• How to grant a provider patient portal access?

Settings 45

• Facility Setup Overview
• Facility Setup - Name & Location
• Facility Setup - Holiday Setup
• Facility - Payroll Setup
• Facility Setup - Logo

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Provider/Staff Portal 14

• Provider Dashboard Overview
• Adding A New Patient Profile in Provider Portal
• Managing Patient Info in Provider Portal
• Adding An Appointment in Provider Portal
• Manage Appointments - List View in Provider Portal

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Patient Portal 8

• Accessing Client Portal
• Patient Portal - Patient Info
• Patient Portal - Access & Manage Schedule
• Patient Portal - Sibling Profile
• Patient Portal - Access Telehealth

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Service Payment 7

• Add Patient Payment Information - Admin Portal
• Payment Processing - Admin Portal
• Service Payment Completion - Admin Portal
• View Patient Payment History - Admin Portal
• Charge Patient

View all 7