Appointment / Patient Tabs
History Tab
HISTORY TAB: A patients history tab is found in their patient record or their appointment. You will see the same history tab regardless of where you access it from. This area contains useful information about the patients appointment history that you ...
Uploads Tab
UPLOADS: The uploads tab for a patient is found either in their patient record or their appointment. You will see the same upload tab regardless of where you access it. This is where you can upload documents for a patient. (For example: old ...
Prescription Tab > Dispensing Drugs
Dispensing Drugs: Once you have added the drugs to the prescription tab of an appointment, you have the option to change the status of the drugs to Deferred, Rejected, or Prescription Required, as well as specify 'Other Authorization' for each drug ...
Patient Record > Health Profile Tab
Health Profile Tab This is where you can see all health profile questions ever answered by this patient. - You can choose to filter by service line. - You can also edit the questions from here.
Details Tab > Notes and Flagging
Notes: At the bottom of both the patient record and their appointment screens, you will see a 'Notes' section. This will hold all notes relating to the patient. All notes are date, time, type and author stamped. How it Works: - You can add notes by ...
Patient Reports
Patient Reports: Patient Reports are found within an appointment, you can assess all from within the Patient Reports button (popup window) or you can access most of them individually on their related tabs within the appointment. You can generate any ...
Details Tab > Appointment Confirmation Status Bar
Appointment Confirmation Status Bar At the top of every appointment is an appointment confirmation status bar. This allows you to see when the confirmation email was sent, when/if they followed the link to fill out the questionnaire, and whether or ...
Opinion Request Tab
Opinion Requests: If you have a question or would like a second opinion, we can now connect you to a specialist who is qualified to provide their opinion through the use of our opinion request service. Please note there is a fee for this service. ...
Send Referral
Send Referral: If you see a 'Send Referral' link in your appointment, it means you are connected to a specialist (medical advisor) in your area that is willing to accept referrals for patients who are out of your scope. (ie: Require Yellow Fever) How ...
Prescription Tab > Prescribing Authority
How Prescribing Authority is Applied to a Drug Once the drugs have been added to an appointment, the drug status & other authorization of each should be managed first, then the prescription is generated and prescribing authority is assigned to the ...
Action Plan Tab
Action Plan Tab: This is where the action plan report is configured and generated for a specific patient / appointment. The Action Plan is a personalized report that is generated during an appointment for the patient to take home. For Health Clinics ...
Courtesy Letter Tab
Courtesy Letter Tab: The Courtesy Letter is a personalized report that is meant to be sent to the patient's family doctor as a professional courtesy. On the Courtesy Letter Tab within an appointment is where the report is configured and generated for ...
User > Prescribing Authority
User > Prescribing Authority: All health care professionals should ensure their prescribing authority is setup properly in their user profile. This ensures that when you are generating a prescription it applies prescribing authority to each drug ...
Add New Patient Record
Add New Patient Record: > Go to Patient Records > Start typing the patient information into the search fields (Last Name / First Name / Email / Birthday / PHN / Phone # / Gender) - If the patient already exists in your patient records they will ...
Billing Tab
Billing Tab: A patient's billing tab is found in their patient record or their appointment. You will see the same billing tab regardless of where you access it from. How it works: - When you dispense a drug, the drug fee is added to the ...
Text Blocks Tab > Custom Copy
Text Blocks Tab > Custom Copy You can edit the service line specific copy on your public booking site, and add custom service line specific copy to the confirmation email and follow-up confirmation emails. Public Booking Site Custom Copy: - There is ...
Details Tab > Reminders
Reminders: When adding a note to a patients appointment you will have the option to set a reminder. How it Works: - When adding a note, check on the 'Create Reminder' checkbox. - Reminders must be given a date and assigned to a user. - You can ...