Welcome Back
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User
Signed in
Setup
Add or edit locations, then Save.
| Location Name | Address | City | State | ZIP | Phone | Fax |
|---|
Assign providers to one or more locations.
| Name | NPI | Locations |
|---|
Add or edit insurances, then Save.
| Name | Payer ID | Phone | Fax | Claims Address |
|---|
Add or edit visit types, then Save.
| Name |
|---|
Add or edit visit statuses, then Save.
| Name |
|---|
Upload
Upload a CSV or Excel (.xlsx) file.
Supported roster formats are currently configured for Simply Healthcare, Aetna Better Health, United Healthcare, and Sunshine Health.
Upload a CSV or Excel (.xlsx) file.
Upload Patient Acc#, DOB, Cell#, Work#, Home#, and Email. Roster Ph# is not changed.
Upload the monthly Chronic Conditions Excel file.
One-time: update ICD code + description without changing status/dates.
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Appt F/U
| Patient Acc# | Patient Name | DOB | Insurance | Provider | Appt Date | Status | Inactive Reason | Outreach Status | Reminder | Due |
|---|
Recalls
Patients with no future appointment.
| Patient Acc# | Patient Name | DOB | Insurance | Provider | Appt Date | Outreach Status | Reminder | Due |
|---|
Chronic F/U
| Patient Acc# | Patient Name | ICD | Last Service | Scheduled | Days | Due | Status | Provider | Uploaded Date |
|---|
ER/HEDIS
| Patient Acc# | Patient Name | ICD | Last Service | DOB | Type | Status | Provider | Uploaded Date | Verify |
|---|
Add ER/HEDIS Patient
Search by Name and DOB to choose a patient.
ER/HEDIS
Confirm
Are you sure you this patient has been seen by the doctor?
Chronic Follow-up
| ICD | Last Service | Next F/U | Scheduled | Days | Due | Status |
|---|
New Patient
| Patient Acc# | Patient Name | DOB | Insurance | Provider |
|---|
Updated Insurance
| Patient Acc# | Patient Name | DOB | Current Insurance | New Insurance | Current Subscriber ID | New Subscriber ID | Status | Uploaded Date |
|---|
Termed Patient F/U
Daily Census
Daily Totals
Total Scheduled
0
Total Seen
0
Total Cancelled
0
Provider Breakdown (Daily)
| Date | Provider | CONF | NOT CONF | Total Scheduled | Total Seen | Total Cancelled |
|---|
Week Total — Select a week
Total Scheduled
0
Total Seen
0
Total Cancelled
0
Secure Messages
Push alerts off
| Patient Acc# | Patient Name | Provider | SMS Status | Status Notes | Viewed | Status | Date Sent |
|---|
User Performance Leaderboard
Reports
User Call Updates (Last 35 Days)
| Date | User | Updates | Unique Patients | Scheduled | Other |
|---|
Details
| Patient Acc# | Patient Name | Source | Call Status |
|---|
Active Pt Summary
Roster Date
Providers
Insurances
| Date | Provider | Insurance | Patient Count |
|---|
Termed Pt Summary
Roster Date
Providers
Insurances
| Date | Provider | Insurance | Patient Count |
|---|
Push Notifications
Staff Enabled
| Staff | Role | Devices | Enabled | Last Alert | Issue |
|---|
Patients Enabled
| Patient Acc# | Patient Name | Provider | Devices | Enabled | Last Alert | Issue |
|---|
Bulk SMS Campaigns
| Status | Patient Acc# | Patient Name | Provider | Phone | SMS Status | Reason |
|---|
Client Management
Create each practice once, choose the specialty template, then open that client to manage its roster setup and users.
| Practice | Practice ID | Specialty | SMS | Status |
|---|
User Management
| Full Name | Role | Phone | Username | Status | Location |
|---|
Add User
Add Location
Add Provider
Add Insurance
Add Visit Type
Add Visit Status
Appointment Follow-up
Bulk Campaign SMS
This sends the same non-PHI message to the current filtered Appt F/U patients. Cell#, Work#, Home#, then Roster Ph# are checked in order.
Filtered Eligible
0
With Phone
0
Will Send
0
Skipped
0
Already Sent
0
Use this only for general clinic announcements such as flu season updates or office hour changes.
SMS Templates
These templates are only for the short SMS notification. Use [Practice], [Provider], and [Link]. The secure message body is still written separately.
SMS cannot hide links behind clickable words. Keep [Link] in the text so patients receive the portal link.