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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 ...
Creating a new practitioner client card
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. ...
Creating a new client card
Click on the ‘New’ button at the top mid to right corner. Enter the first and last name of the person being added, note these are a shade of pink, this means they are required fields. Select the client type from the dropdown. This is important as ...