Jane's Training Program

Introduction

The Patient Profile Dashboard

Deleting or Discharging a Patient Profile

Merging & Unmerging Patient Profiles

Managing Credit Cards on a Patient's Profile

Usernames, Emails & Helping Patients Log In

🎯 Practice Scenario in the Demo Clinic

Introduction

Intake Forms

Intake Forms Cont'd

Generating Statements, Resending Receipts & Emailing Invoices

🎯 Practice Scenario in the Demo Clinic

Introduction

Adding a New Staff Member

Staff Access Levels

Charting Privacy Options

Merging & Updating Staff Profiles

Help! A Practitioner Keeps Getting Logged In as a Patient

When Staff Leave: Offboarding Checklist

🎯 Practice Scenario in the Demo Clinic

Introduction

Your End of Day Checklist

Transactions Report (Daily Cash Out)

Billing Summary Report

Accounts Receivable (A/R) Report

Insurance Policies Report

Patient Forms Report

🎯 Practice Scenario 1 in the Demo Clinic

Deeper Dive - Transaction Report

Deeper Dive - Billing Summary Report

Deeper Dive - Sales Report

Introduction

Rooms

Staggered Booking

🎯 Practice Scenario 1 in the Demo Clinic

Rooms: Real-World Scenarios

Introduction

Setting Up Resources

Booking Services or Resources Without a Staff Member

🎯 Practice Scenario 1 in the Demo Clinic

Resources: Real-World Scenarios