Help Center
Module One: Foundations |
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Topic |
Link |
Time |
| Overview | Link | 2:09 |
| Time Zone | Link | 0:34 |
| Office Locations and Logos | Link | 3:42 |
| Surgery Centers and Hospitals | Link | 1:33 |
| Users and Permissions | Link | 4:58 |
| Schedule Configuration | Link | 4:41 |
| Scheduling Basics | Link | 10:29 |
| Basic Demo | Link | 8:54 |
| Feature/Dev Requests | Link | 1:26 |
Module Two: Appointments |
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Topic |
Link |
Time |
| Appointment Overview | Link | 1:20 |
| Appointment Types | Link | 4:25 |
| Add On Calendars | Link | 2:09 |
| Placeholders | Link | 2:47 |
| Appointment Templates | Link | 3:49 |
| Fine Tuning Appointments | Link | 2:33 |
| Chart Note Type Basics | Link | 1:33 |
Module Three: Patient Portal |
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Topic |
Link |
Time |
| Overview | Link | 0:46 |
| Sending Portal Invite | Link | 0:52 |
| Portal Walkthrough | Link | 7:56 |
| Where Portal Items Live | Link | 4:54 |
| Portal Email Options | Link | 1:43 |
| Configuring Portal Settings | Link | 6:51 |
| Edit ROS | Link | 3:41 |
| TEPE | Link | 2:16 |
| Marketing Referral Sources | Link | 1:09 |
| Edit Consult Reasons | Link | 1:11 |
Module Four: Forms Library |
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Topic |
Link |
Time |
| Overview | Link | 2:35 |
| Importing Forms | Link | 1:43 |
| Modifying Forms | Link | 3:46 |
| Community and ASPS Forms Libraries | Link | 2:43 |
| Sending Forms | Link | 2:18 |
| Creating Forms Demo | Link | 7:13 |
| Chart Note Template Demo | Link | 8:22 |
Module Five: Money Topics |
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Topic |
Link |
Time |
| Overview | Link | 2:54 |
| OR Fees | Link | 1:33 |
| Anesthesia Fees | Link | 2:17 |
| Misc. Charges and Others | Link | 5:22 |
| Creating Products | Link | 3:01 |
| Creating Services | Link | 3:09 |
| Creating Procedures | Link | 2:18 |
| Packages | Link | 3:31 |
| Commissions | Link | 3:09 |
| Advanced Commissions | Link | 3:10 |
| The Money Tab | Link | 2:19 |
| Patient Financials | Link | 3:07 |
| Refund Products and Services | Link | 3:02 |
| Refunding Quotes | Link | 2:26 |
| Recurring Payments | Payment Requests | Link | 3:30 |
| Gift Cards | Link | 2:11 |
| Single Location Inventory | Link | 0:59 |
| Multiple Location Inventory | Link | 2:09 |
Module Six: Quotes |
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Topic |
Link |
Time |
| Overview | Link | 0:51 |
| Creating Quotes | Link | 3:12 |
| Quote Action Items | Link | 3:32 |
| Taking Surgery Deposits | Link | 2:34 |
| Modifying Quote Templates | Link | 7:09 |
| Multiple Quote Templates | Link | 1:34 |
| MedSpa Quote Templates | Link | 1:35 |
Module Seven: Charting |
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Topic |
Link |
Time |
| Overview | Link | 1:21 |
| Charting Features | Link | 7:42 |
| Physical Exam Wizard | Link | 4:26 |
| Customizing Physical Exam Wizard | Link | 2:51 |
| Creating Blurbs | Link | 1:22 |
| Co-Sign Notes | Link | 1:27 |
| Vitals | Link | 0:57 |
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Note Differences |
Link | 1:39 |
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Chart Note Type Settings |
Link | 4:15 |
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4D-EMR Scribe |
Link | 3:12 |
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Treatment Tables |
Link | 4:32 |
Module Eight: Misc. Topics |
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Topic |
Link |
Time |
| Overview | Link | 0:37 |
| Patient Logs | Link | 1:53 |
| How to eRx | Link | 3:10 |
| eRx Favorites | Link | 1:51 |
| Provider Agents | Link | 1:28 |
| Online Scheduling | Link | 5:39 |
| Photo and Video | Link | 2:10 |
| Scanning | Link | 1:56 |
| Faxing | Link | 1:57 |
| Signatures | Link | 1:37 |
| Texting | Link | 5:23 |
| Nourish | Link | 2:30 |
| Telehealth | Link | 0:59 |
| Integrations | Link | 1:15 |
| Calendar Groups | Link | 1:42 |
| Schedule Invoicing | Link | 1:11 |
| Memberships | Link | 4:26 |
Module Nine: Reports |
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Topic |
Link |
Time |
| Daily Reports | Link | 3:38 |
| Inventory Reports | Link | 1:39 |
| Marketing Reports | Link | 4:53 |
| Pay and Charges Reports | Link | 2:48 |
| Schedule Reports | Link | 5:54 |
| Procedure Reports | Link | 3:43 |
| List Reports | Link | 2:47 |
| Report Tags | Link | 4:05 |
| Financial Reports | Link | 20:12 |