Patient Management

Details & Registration

• Patient Details - Glossary
• Patient Registration
• Patient Search
• Create Groups

Patient Management Features

• Appointment Reminder Interface
• Patient Portal
• Demographic Imports
• Credit Card Processing

Patient Chart Manager

• Patient Chart Manager - Table of Contents
• Patient Chart Manager - Copy Patient Forms
• Patient Chart Manager - Copy Locked Forms
• Patient Chart Manager - Move Patient Chart
• Patient Chart Manager - Purge Patients
• Patient Chart Manager - Purge Subscribers

Day to Day

• Patient Chart

• Create a New Version of the MAR
• My Groups - Table of Contents
• My Groups - Access Level Permissions
• My Groups - My Groups Screen
• My Groups - Schedule Group Appointments
• My Groups - Adding Patients to Groups

Wait List

• Wait List

My Clients

• My Client List

Family Setup

• Family Setup - Table of Contents
• Family Setup - Access Level Permissions
• Family Setup - Adding a New Family
• Family Setup - Adding Family Members
• Family Setup - Modifying Families and Family Members
• Family Setup - SA021 Service Activity Log Form