Patient Management
- Adding a patient
- Editing patient information
- Deleting a patient
- Locate patient record
- Change your patient's preferred contact method
- Locate patient records
- Deleting a patient record
- Change your patient's language preference
- Manage photo IDs and insurance cards
- Merge duplicate patient records
- Change your patient's primary clinician
- Patient access log
- Condition report log
- Sending manual Google review requests
- Memo Alerts & Notifications
- Viewing and filtering patient chart
- Uploading manual chart entries
- Case Types
- Exporting a patient list
- Obtaining Patient Consent for Text Messaging
- Sending & Receiving Patient Text Messages
- Two-way Texting Structure & Subscription
- Two-way Texting with Family Members
- Setting Up Two-way Texting for your Clinic
- Managing Consent to Text Messaging
- Managing Two-way Texting Across Multiple Clinic Locations
- Best Practices for Two-way Texting with Patients
- Marking a text as unread
- Sample Privacy Policy for Two-way Texting & Healthcom