Online Help

Manage Patient Information 17

• Adding a New Patient to the EHR
• Patient Information and Demographics
• Insurance Information
• Patient's Billing Information
• Tags

View all 17

Patient Portal - Help for Providers 14

• Enabling Patient Portal Access
• View & Troubleshoot Patient's Portal Access
• Invite Patients to Join the Portal or to Reset their Portal Password
• The Patient Portal Onboarding Tool
• Add a Notice or Away Message to the Patient Portal

View all 14

Preferred Facilities, Specialists, and Communicating About Care 4

• Assign or Edit Preferred Pharmacy, Laboratory, Specialist
• Send a Referral to an External Provider
• Manage Facilities & Specialists Database
• Letter Templates for Work, School, Jury Duty Excuse Letter or Others

Health Maintenance 2

• Health Maintenance Trackers
• Health Maintenance History

Communicating with Patients 4

• Send a Secure Message
• Sharing Video Education with Patients
• View Patient Communication History
• Text Variables for Email/SMS Reminders

Patient Portal Queue 3

• Patient Portal Queue and Filters
• Un-Archiving Patient Portal Requests
• Push Secure Messages into SOAP Notes