› Clinician's Overview

Clinician's Overview

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‍Step 1: View the therapist's name, appointment tile, and timing blocks on the appointment dashboard.

Step 2: Navigate to the title 'Verify Eligibility'. Add the required information to check eligibility and verify benefits.

Step 3: Next, view the patient waitlist using the therapist filter.

Step 4:

Step 5: Delete or edit patient information. Check their availability.

Moving on to completed appointments:

Step 6: View the patient tile and timeline in the completed appointments section.

Step 7: Send reminders or cancel appointments. Check the next appointment due and patient status. View upcoming appointments as well.

Step 8: In Upcoming Appointments, view appointment due, status, and other information.

Next, explore the patient dashboard:

Step 1: View the list of patients and search using search bar. You can switch between list view and grid view.

Step 2: Search for patients based on joints, tags, or patient status.

Step 3: Apply filters as needed.

Now, delve into the analytics:

Step 1: Navigate to analytics to view data by primary pair, location, cancellation reasons, new vs. old patients, total visits, patient intake, arrival rate, and doctor time utilization.

Step 2: Apply filters, download export visit count by appointment type, or switch to table view for visualization. Click on Reports to view patient reports.

Step 3: Visualize the data.

Once you click on 'View' for a patient, you are directed to Patient's timeline. Check out Personal details form, given on the left side.

Step 1: Patient fills the personal details, therapist can add any additional information if required.

Step 2: Next, Check medical details form filled by the patient. You can make changes if required and save it.

Step 3: View the exercises given to the patient in the HEP. End date, view, send, or print the HEP.

Step 4: View the Saved Card, it has credit card details. View Insurance Details and edit or add new insurance details.

Step 5: View, edit, or delete outcome measures. Create or send tests.

Step 6: View the POC and its status. Download the certified or uncertified POC.

Step 7: View billing and overall payment collected. Check the patient ledger and invoice history.

Step 8: View created communication notes.

Step 9: View or add exercises to the patient's flow sheet, if not added in the SOAP note.

Step 10: Add reps, sets, resistance and status here and it will automatically be updated in the SOAP note.

Step 11: Add modalities and view them.

Step 12: Add minutes and comments.

Step 13: View outcome measures.

Step 14: Upload or view patient documents. Add filters for documents for more streamlined experience.

Step 15: Filter by case title, document type, sign status, or document category. Save your changes.

Step 16: Delete documents if needed. View all communications, such as emails or SMS.

Step 17: View eligibility report, follow-up, booking mail. Check bounce and miss status.

Step 18: Navigate to soap notes to view patient's status or bill. Check if soap is complete. View the appointment or soap. Delete if needed. Use filters.

Step 19: You can even check status and errors, using one of the filters given on the right side.