Features
Data Migration
Pricing
Our Story
Academy
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Features
Data Migration
Pricing
Our Story
Academy
Contact Us

tasks

Home / tasks

Setup

7

Creating Custom Note Templates
Setting Up Stencils
How to Add New Users
Quick Start
Setting Up SRFax/eFax
Setting Up Macros
Setting Up the Alberta Netcare Portal Launch Button

FAQs

10

How To Use Appointment Reminders
How To Merge Patient Charts
Using Automation Filters on Patient Lists
How to Split PDFs
How to Customize PDFs
How to Upload A Signature
How to Upload a New Form
How to Handle Imported Files
How to Video Call Patients
Using Macros

Workflow Optimizations

8

How To Improve Note-Taking with Stencils
How to Use Aliases
Cardiovascular Risk Scoring
Prescription Refills from Incoming Documents
Creating a Consult Request From an Imported File
How to Customize PDFs
How to Video Call Patients
Creating a New Consult – Request & Response

Integrations

3

Setting Up the Alberta Netcare Portal Launch Button
Using the Alberta Netcare Launch Button
Setting Up SRFax/eFax

Scheduling

3

What do the colors on my schedule mean?
Customizing Clinic Wide Scheduling
Customizing Your Schedule

Security

1

Resetting Google Authenticator

Privacy

1

Managing Chart Access

tasks

Setting Up Macros

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