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Creating a new nonclinical employee client card
Click on the ‘New’ button within the client card window. 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 ...
New practitioner client card - Manual creation
New practitioner client cards can be made two different ways. You can create them manually or if you prefer, you can use the New Practitioner Wizard. Lets walk through the steps to create a new practitioner's client card. Not all fields listed are ...
Creating a new practitioner client card using the New Practitioner Wizard
Use the ‘New practitioner wizard’ to walk you through building a new practitioner. Click on the client option along the top menu bar, and select ‘New practitioner wizard’, this will walk you through creating the client card with notes along the way, ...
Patient messaging setup
The Clinic must have Healthquest Online (HQO), and the Patient Portal enabled. Contact your client services representative or call technical support to have these features enabled. Our staff will go through all the features with you and set up as the ...
Client card tabs
Name/Addr: This tab is broken into sections: Name of patient along the top – includes titles and aliases. Address – patient address, provider clinic address, or third-party address. Contact for phone and email – notes the reminder preference as well. ...