Introduction
Welcome
What's New
1.7.0 Release
Allow Voice Messages Added to General Control Table -- FA-10853
Communication Preference Added to Consent Forms -- PC-2394
Communication Preference Added to Expanded Demographics -- PC-1284
Profile may be Created from Worklist tab when Date of Birth is Blank -- PC-2287
Voice Messaging -- PC-549
Worklist Tab -- PC-1469
Worklist Tab Not Allowing Duplicates -- PC-2188
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
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
Co-Payment Collections
Required Setup
Requesting a Co-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
Print Reports
Appointment Messages - Opt In/Out
How to Print
Description and Usage
Resources