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Working with the attachments library
The attachments library is a convenient way to store client handouts, and can be an alternative to using letters for documents that don’t require personalization. Once uploaded, these attachments can be added to the documents folder manually or ...
Working with actions
Actions are events that are automatically triggered when a particular record is created for the item to which the action is assigned. For example, actions can be used to change a patient’s status or to automatically print out a rabies certificate. ...
Reminders: A Primer
Introduction Reminders play an integral part in the on-going success of a practice. They are not always the easiest thing to understand though. This primer provides an overview of how reminders are created and sent by our software. How are ...
Adding images to letters
To insert an image into a letter template, you may use html code. In the letter template, on the far right of the formatting bar press the button that looks like <> . This allows you to access the html source code. Insert the html for the image ...
Working with medical note templates
Medical notes (also known as "SOAPs") are used for documenting exam findings and plans. Three medical note templates are available by default - Basic SOAP, Simple SOAP, and Standard SOAP. The difference between the three is the level of detail in ...