Knowledge base

Dashboard (1)

Dashboard

Dashboard (7)

• Dashboard Overview
• Understanding Appointment Dashboard
• Managing Surgery Arrival Times from the Dashboard

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Bookings and Appointments (2)

Creating and Managing Appointments (8)

• Schedule - Overview
• Create a Consultation Appointment
• Create and Join a Virtual Consultation

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Advanced Appointments Settings (4)

• See Who Created or Edited an Appointment
• Add Internal Notes To an Appointment
• Send out Patient-specific Instructions

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Manage Patient Records (1)

Patients & Profiles (4)

• Register a New Patient
• Overview of Patient360
• View and Manage Dynamic Forms and Consent

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Finances and Invoices (2)

Create and Manage Invoices (6)

• Create an Invoice for an Appointment
• Create a Product Invoice from Patient360
• Create a Product Invoice from Financials View

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Pay Invoices (3)

• Send Invoices with Pay by Link
• Mark an Invoice as Paid by Cash or Bank Transfer
• Mark an Invoice as Partly Paid by Financing

Services and Products (2)

Products (3)

• Edit a product
• Add a product
• Delete a Product

Services (6)

• Overview of Services
• Add a New Service
• Create a Customized Service

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Clinic and Team Setup (2)

Team setup (3)

• Add a Team Member to a Location
• Add Team Member Information
• Set Up Provider Availability

Clinic setups (7)

• Set Up a New Location
• Set up Permissions
• Set Up Cancellation, Rescheduling and Payment Policies

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Understanding the Patient Journey (1)

The Patient Experience (2)

• What Notifications Do Patients Receive?
• What Patient Information is Shared with the Clinic?