Overview
Release Notes
Preparing to Go Live
Patients
    Working with Patient Records
    Intake Referral
       Searching for and Selecting an Existing Patient
       Adding a Patient
       Entering Address, Phone, and Email
       Uploading a Photo
       Entering Demographics
       Selecting a Diagnosis
       Crosswalking Diagnosis Codes
       Searching for Diagnosis Codes from the Crosswalk
       Identifying Surgical Codes
       Crosswalking Surgical Codes
       Searching for Surgical Codes from the Crosswalk
       Selecting Patient Medications
       Adding Medication Interactions
       Placing a Medication On Hold
       Medication Orders
       Identifying Patient Allergies
       Tracking Health Screening Information
       Entering Durable Medical Equipment (DME)
       Selecting Physicians
       Insurance Information
          Recording Insurance Information
          Entering Patient Insurance
          Entering Policy Holder Information
          Identifying the Policy Holder Employer
          Specifying Billing Codes
          Entering Authorizations
          Generating Visits from Authorizations
          Patient Eligibility
             Default Eligibility Settings
             Verify Eligibility for a Patient
             Resubmit an Eligibility Check
             Submit a Custom Eligibility Request
             Viewing Patient Eligibility
       Strengths / Goals / Prefs
       Entering Patient Contacts
       Adding Advance Directives
       Associating Personnel
       Identifying Patient Pharmacies
    Patient Management Window
    Admission Discharge
    Care Plan
    Documents
Personnel
Alerts
Accounts
Schedule
Tools
Document Tracking
Reports
Master Files
Reference Files
Administration