This guide contains learning materials that cover the main workflows of medical administrators. It is divided into four main sections. 

Schedule

Schedule: A Complete Overview

Schedule Preferences

Booking Appointments

Online Booking - Optional to turn on

Appointment Reminders - Optional to turn on

eChart

Encounter Notes

Printing from the eChart

Uploading Documents

Re-Printing Prescriptions

Creating eForms

Adding Contacts to Clinic Address Book

Messaging

Fax Inbox

Secure Patient Messaging

Ticklers

Messenger

Billing

Billing: A Complete Overview

Setting Up Private Billing

Billing Submission, Error Correction and Reconciliation

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