Frequently Asked Questions (FAQs)
How can I see patients scheduled for the next week?
From the Patients module, view the Scheduled list and use the date range filter to select the start date and end date for the next week.
How can other patient details like medications be added to the patient profile?
After a user creates the patient, you can navigate to the patient profile (
) and add missing details. To add medications, go to the Clinical Information tab and click Add Medication.
How do I perform actions for a scheduled appointment like mark as "no show" or initialize devices?
From the Scheduler module, click the appointment in the calendar. In the sidebar that displays, click the More icon (
) and select the appropriate action.
How do I perform waitlist actions like add patients to a cancellation call list, add a call back date or verify insurance?
From the Scheduler module, from the Waitlist, hover over the patient and click the More icon (). From this menu, you can add the patient to a cancellation call list, add a call back date or verify their insurance.