Section · 6 guides
Navigation Basics
Add a Patient to a DPC or Member Plan in the EHR
Use this SOP when a staff member needs to enroll an existing patient in the DPC Plan or Member Plan from the patient’s EHR record. The plan is not active until the Health Plan Subscriptio…
GuideCustom Fields
Custom Fields There is no saying what fields are important in an EHR. One of the main reasons is that each business and each user needs something a little different to make sure they acco…
GuideMessages
The messaged page is fairly straight forward so I will not go into the details. The life blood of every relationship is communication. Whether we are messaging one another, a group, or th…
GuideAppointments
Appointment creation and navigation is one of the most basic understandings you can have with the system. Without properly knowing how to navigate this area, you will surely not know how…
GuidePatients
Prior to treating a patient, they must be created in our system. There are several different ways to do this, with the main way being - the patient creates their own profile via our besa…
GuideBasic Actions
A wise man once said - it's all about the basics. Understanding the navigation basics helps you to better understand a system. From a technological standpoint, all actions are duplicates…