Course curriculum

    1. Quick Add Button

    2. Patient Profile: The Basics

    3. Patient Profile: Notes

    4. Patient Profile: Reminders

    5. Patient Profile: Relationships

    6. Patient Documents Overview

    7. Patient Profile: Appointments

    8. Patient Profile: Snapshot View

    9. Patient Profile: Viewing History

    1. How to Search for a Client

    2. Client Profile: Notes

    3. Creating a New Client Profile

    4. Creating a New Client Profile: Special Profile Settings

    5. Client Profile: Relationships

    6. Client Profile:Communications

    7. Client Profile: Billing

    8. Client Profile: Documents, Appointments, Reminders and Tasks

    1. Schedule Navigation

    2. Census

    3. Scheduling Appointments

    4. Editing an Appointment

    5. Checking In - Invoice

    6. Checking In - Creating and Approving Estimate

    7. Medical Note Navigation and Working within the Body of The Note

    8. Medical Note: Adding Records and Bundles

    9. Medical Note: Adding Documents

    10. Reviewing Invoice

    11. Checking Out

About this course

  • Free
  • 28 lessons
  • 1.5 hours of video content

Discover your potential, starting today

Enroll today