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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 ...
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 ...
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. ...
Creating a new patient client card
Click on the ‘New’ button. Enter the first and last name of the person being added, note the first and last name are a shade of pink, this means they are required fields. Select the client type from the dropdown as Employee (Alberta Patient). All ...