Julie R.
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Articles
Recent activity by Julie R.-
Self Check In To Confirm Insurance/Demographics Info
Self Check In To Confirm Insurance/Demographics Info You can use self check in to ask patients to confirm their Insurance or Demographics info. If you create a new survey and include it as a survey...
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Self Check-In Set Up
Self Check-In Set Up The Self Check in feature allows your patients the freedom to come into the office and check in on a PC/Kiosk or Tablet of your choosing. Please keep in mind that the system...
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Online Intake Form Utilization (Patient View)
Online Intake Forms Patient View Clinic is responsible for providing Intake Forms to Patient via: Paper form in Clinic, Website: Link to Google Doc or Link to online PDF form, Email Campaigns, etc....
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Online Intake Forms- Clinic Management
Clinic Management of Online Files Submitted Clinic is responsible for providing Intake Forms to Patient via: Paper form in Clinic, Website: Link to Google Doc or Link to online PDF form, Email Ca...
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Online Intake Forms Information, Customization, and Link
Online Intake Forms information Clinic is responsible for providing Intake Forms to Patient via: Paper form in Clinic, Website: Link to Google Doc or Link to online PDF form, Email Campaigns, etc....
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Patient Review Configuration Settings and Utilization
Patient Reviews Patient Reviews is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms but, would like to learn m...
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Communications Tab- CoAction Communicate/Marketing Clients
Communications Tab Communications Tab within a Patient file is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms ...
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How to generate an Email containing an Attachment?
This feature is exclusive to our CoAction Communicate/Marketing clients. If you are not currently on one of those platforms but, would like to learn more, please reach out to support. To create a...
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Action Items
Action Items Action Items is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms but, would like to learn more, ple...
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New Years update 2023
New Year's 2023 Update Client Wide Enhancements The Daysheet Report has a NEW look and will now run for a date range!! Online Scheduling will now work with Schedule Exception Ranges. No need to ...