• Introduction
  • Welcome
  • What's New
    • Claim Insurances -- PCD-1644
    • Miscellaneous Updates -- PCD-1326
    • Patient's Preferred Name Added to Multiple Screens -- PCD-1699
    • Preferred Language Added to Multiple Screens -- PCD-4254
    • Profile Insurances -- PCD-1643
    • Update Appointment Status -- PCD-1701
• Overview
• Patient Connect Security
• Configurations
  • Eligibility Verification
  • General Configurations
  • Bot Configuration
  • Forms Configuration
    • Forms Grouping
    • Forms Automation
    • Forms Controls
  • Security
  • Patient Chat
• 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
    • Form Request
      • Viewing Forms
      • Submitting Forms
        • Pre-Registration Form
        • Drivers License
        • Insurance Card
        • Consent Form
      • Moving Forms
    • 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
  • Forms Automation
    • Forms Automation Logic
    • Visual Indicators
  • 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