Patient Management

Patient Finances
In the video and image below, we show you the Patient Finances tab.  The Finances tab on the patient record includes: all the patients invoices a gra...
Thu, 5 Jun, 2025 at 1:58 PM
Patient Messages
In the video and image below, we show you the Patient Messages tab.  The Messages tab shows emails, SMS and chats sent to the patient.  On the left ...
Thu, 5 Jun, 2025 at 2:02 PM
How to merge patient records
If you have duplicate client records for one client, you must complete all the steps below. Please watch the video at the end for a demonstration.  New ...
Wed, 4 Jun, 2025 at 8:36 AM
Patient Digital File Sharing
You can easily share a file with your patient from the patient record in the practitioner app for them to view in the Patient Portal. Results and reports th...
Wed, 4 Jun, 2025 at 11:04 AM
How to create Healthcare Provider Referrals
Referrals are designed to email directly to the healthcare provider, you can print a copy for the client if needed. Prior to creating a referral, ensure...
Wed, 4 Jun, 2025 at 10:47 AM