Patient Profile

Create patient profiles, and manage it

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28 articles in this collection
Written by Kira

How To Review A Patient's Payment History

View your client's past invoices and cancellation charges
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Written by Kira
Updated this week

Store a Credit Card To the Patient Profile

Add or change credit card information in the profile for future checkouts and cancellation fees application.
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Written by Kira
Updated this week

Search for a Patient Profile via iPad/iPhone

Search for patient profiles through the app
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Written by Kira
Updated over a week ago

View Patients on the iPad

Sort patient screen by date of last treatment
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Written by Kira
Updated over a week ago

How to edit the patient's profile via iPad/iPhone?

Edit profile photo and patient information from the app
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Written by Kira
Updated over a week ago

Customer Notes via ipad/iphone app

Add customers notes in from the app
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Written by Kira
Updated over a week ago

Filter in the Patients Tab

Pull different reports
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Written by Kira
Updated yesterday

Do not Call via Patient Profile

Find out what do not call does in AR.
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Written by Kira
Updated this week

Export client List

Exporting Patient Lists
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Written by Kira
Updated this week

Give one Patient Access to Patient Portal

How to give your client's access to Patient Portal
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Written by Kira
Updated yesterday

Searching for a patient

How to find a patient using Search?
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Written by Kira
Updated this week

Referral Source

add the referral source into a clients profile
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Written by Kira
Updated this week

Import Patient List

Bulk Importing Patient Data
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Written by Kira
Updated yesterday

Sort Client List

Alphabetize Client List
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Written by Kira
Updated this week

How Do Patients Receive Pre and Post Treatments Instructions

Patients can view their treatment instructions from the patient portal and via email
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Written by Kira
Updated over a week ago

How to export an image via iPad/iPhone?

export procedure images
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Written by Kira
Updated over a week ago

How to export the patient's profile?

Exporting the patient's information
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Written by Kira
Updated this week

Hashtags

Hashtag your procedure notes and customer notes. Use this as an advanced search tool.
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Written by Kira
Updated this week