• Introduction
  • Welcome
  • What's New
    • Appointment Requests Time Stamp -- PC-2942
    • Broadcast Message by Worklist -- PC-2676
    • Eligibility - Location/Resource & Appointment Type Added to Headers -- PC-1356
    • Message Notification for Sending SMS to Landline -- PC-2736
    • Patient Chat Default Agent Name -- PC-3285
    • Worklist Auto Purge -- PC-2675
• Overview
• Patient Connect Security
• Configurations
  • Eligibility Verification
  • General Configurations
  • Bot Configuration
  • Webhooks
  • Security
• Patient Appointment Requests
  • Overview
  • Appointment Request via Web
  • Appointment Request via QR Code
• Appointment Confirmations and Reminders
  • Overview
  • Table Maintenance
    • General Control Table
    • Location and Personnel Tables
    • Tasks/Procedures Table
      • Task Resource
  • Appointment Affirmation
  • Appointment Confirmation
  • Appointment Reminder
• Appointment Tracking Board
  • Overview
  • Scheduling Appointments
    • Scheduling Patients
      • Patient Visits
    • Rescheduling Appointments
  • Scheduled Appointments Tab
    • Expanded Demographics
    • Confirming Appointments
    • Canceling Appointments
    • Document Request
      • Viewing Documents
      • Submitting Documents
        • Pre-Registration Form
        • Drivers License
        • Insurance Card
        • Consent Form
      • Moving Documents
    • Eligibility Check
      • Configurations
      • Checking Eligibility
      • Verification History
    • Payment Collections
      • Required Setup
      • Requesting a Payment
  • Appointment Requests Tab
    • Completing a Request for New Patient
    • Completing a Request for an Existing  Patient
    • Deleting Appointment Requests
  • Unscheduled Appointments Tab
    • Scheduling Unscheduled Appointments
    • Cancelling Unscheduled Appointments
  • Worklist Tab
    • Adding Profile/Visit to Worklist
  • Broadcast Messaging
    • Sending a New Message
    • Message Preview
    • Message Status and Follow-up
  • Patient Chat
    • Setup
    • Initiating a Conversation with a Patient
    • Patient Authentication
    • Patient Chat Features
    • Ending a Conversation
    • All Chats
• Print Reports
  • Appointment Messages - Opt In/Out
    • How to Print
    • Description and Usage
• Resources