User Guide
Scheduler
- Explore the Patient Tracker Compressed View
- Utilise the Patient Tracker Expanded View & Configure Audio Notifications
- Set Up Holidays on the Scheduler
- Configure Account and Location Specific Working Hours on the Scheduler
- Overview of Appointments List (All Patients)
- 'Check Out' Patient Appointments
Clinical
- Voice Perio: Perio Charting with Voice Commands
- E-Prescribing with Parchment
- Add and Preview Treatment Plan Agreements
- Configure Care Notes
- Add a Custom Dentition for a Specific Age Range
- Set Up Maximum Discount for Treatments
RCM
- An Overview of Provider Tagging to Receipts
- Accounting for Third Party Payments and Transaction Charges
- Create and Apply an Income Reduction Payment Type
- Overview of Close Out Feature
- Manage Payments of All Patients
- Ledger Transactions and Extended Features
Reporting & Analytics
- Generate the GST Report
- Practice Analytics
- Generate the Refer Out (Internal Referrals) Report
- Configure Insights Settings
- Generate Treatment Tracker Report
- The Key Elements of the Worklist Dashboard
Referrals
- Fill Out a Referral Form
- Create a New Referral Form
- Access & Manage the Referral Portal
- Track Patient Referrals on the Referral Tracker
- Add a New Referral Provider
- Manage Referrals in Referral Hub
Patient Services
- Set Up Adult & Child Questionnaires
- Google Analytics Integration for Online Appointment Bookings
- Reserve Appointments with CareStack’s Google Integration
- Create Letters with Word Document Templates
- Manage Online Appointments: Direct Scheduled or Appointment Requests
- Enable Notification Sound for IRIS
Patient Engagement
- Enable Permissions for Reputation Management
- Send a Manual Survey or Review Request
- Configure Reputation Management Settings
- Create and Manage Templates in Reputation Management
- Create and Manage Review Automations
- Create and Manage Patient Surveys
CS Membership
- CS Membership: All About Payment Plan Flexibilities
- View Membership Code Completion Discounts on the Ledger
- Delete a CS Membership Credit Discount
- Take Action on Failed Transactions within the Membership Portal
- Locate Membership Discounts of a Patient on Treatment Planner
- Complete the Pending Payment of a Membership Plan
HICAPS
General
- Enable the Required Chrome Permissions for CareStack Imaging Link and HICAPS Bridge
- All About Location Assignment
- Report Bugs Using the CareStack Bug Reporting Tool
- Create and Link a Heidi Account & Explore its Features
- Provide User Feedback
- Enhanced Data Access with Location Specific Restrictions