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Exam Process

Evaluation Process & Management

  • SOAP Process & Templates
  • Day Sheet Overview & Batch Exams from Mobile App
  • Exam Process (Evaluation) & Batch Evaluations (Web Admin)
  • Edit an Invoice or Evaluation That Has Been Finalized or Sent
  • Adding Case Documents, Images, Files and Sharing With Medical Record
  • Manage Pull-Down Lists
  • Discharge Summary / Notes
  • Change the Date or Info on an Evaluation / Invoice
  • Dental Chart - Objective Template
  • Customize Assessment Discharge Summary
  • Voice to Text Dictation in Mobile App
  • Dashboard on Web Admin
  • Add Multiple of Same Plan Item to Open Eval
  • How to Delete an Evaluation or Estimate
  • Adding to Batch Evaluation Invoice for One Owner

Categories

  • Getting Started
  • FAQ
  • Common Workflows
  • Billing/Accounting
  • Customers/Patients
  • Products/Services
  • Exam Process
  • Medical Records/Docs
  • Appointments/Calendar
  • Sync
  • Reports / Reminders
  • Integrations
  • Manage Account
  • Manage Users
  • Your Subscription
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