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Client dashboard
The client dashboard, if activated, will not only show the patient’s name and chart number, but the expanded notes indicators, shown in the highlighted box below. Expanded notes Expanded notes are color codes that can be used for many different ...
Client card introduction
Client cards are the records of individuals associated with your clinic, including patients, clinic providers, staff members, and referral doctors. Client cards house all demographic information; including names, addresses (clinic address if a ...
The appointment scheduler
To open the appointments window, click the ‘appoints’ icon on the tabletop toolbar. The schedule is a tool that serves as a centralized location for keeping track of all scheduled activities within the clinic and it offers a wide range of features. ...
Autocompletes
Abbreviations used to expand into larger text. This can: Increase efficiency in charting for commonly used text. Be used as a checklist of sorts to make sure all items are addressed for a particular appointment reason. There are 2 different ways to ...
Alberta Health claim reconciliations
There may be times when claims do not get approved, and additional work will be required before they are accepted by Alberta Health. Typically, a new reconciliation file will be available for the clinic to download every Monday. Downloading this ...