Features
Data Migration
Pricing
Our Story
Academy
Contact Us

Features
Data Migration
Pricing
Our Story
Academy
Contact Us

setup

Home / setup

Setup

8

How To Create a New Task Group
Creating Custom Note Templates
Setting Up Stencils
How to Add New Users
Quick Start
Setting Up SRFax/eFax
Setting Up Macros (Typing & Task Shortcuts)
Setting Up the Alberta Netcare Portal Launch Button

Charting

1

Where to Find Growth Charts

FAQs

11

How To Remove A Task Group
How To Use Appointment Reminders
How To Merge Patient Charts
Using Automation Filters on Patient Lists
How to Split PDFs
How to Customize PDFs
How to Upload A Signature
How to Upload a New Form
How to Handle Imported Files
How to Video Call Patients

Workflow Optimizations

8

How To Improve Note-Taking with Stencils
How to Use Aliases
Cardiovascular Risk Scoring
Prescription Refills from Incoming Documents
Creating a Consult Request From an Imported File
How to Customize PDFs
How to Video Call Patients
Creating a New Consult – Request & Response

Integrations

4

Setting Up The Alethea Link
Setting Up the Alberta Netcare Portal Launch Button
Using the Alberta Netcare Launch Button
Setting Up SRFax/eFax

Scheduling

3

What do the colors on my schedule mean?
Customizing Clinic Wide Scheduling
Customizing Your Schedule

Security

1

Resetting Google Authenticator

Privacy

2

How to Audit Patient Chart Views
Managing Chart Access

Reporting

1

Building Reports From Patient Lists

setup

Customizing Your Schedule
Quick Start
Setting Up Macros (Typing & Task Shortcuts)

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