New to CareStack
General
Patient Engagement
Scheduler
- Booking Actions on an Appointment Slide-Out
- Manage Production Types in Practice Settings: Add, Edit, or Deactivate
- Add Procedure Codes to an Appointment
- Mark an Appointment as 'Cancelled' or 'No Show' & Enable Cancellation Fees
- Book an Appointment for an Existing Patient
- Create Scheduler Filters at an Account & User Level
Clinical
- Add, View, and Edit Procedure Codes
- Set a Default Fee Schedule and Manage Fee Schedule Permissions
- Set Up and Use Care Panel
- Different Touchpoints to Set Treatment Code Status
- Change the Treatment Status to Completed
- Printing Clinical Notes for Specific Dates
Patient Services
- All About Managing Patient Documents and Related Actions
- Mark a Patient as Duplicate
- Add Health Insurance to a Patient
- Mark a Patient as Inactive
- Add or Remove Patient Flags to a Patient or Account
- Manage the Responsible Parties, Dependents, and Linked Members of a Patient's Family
RCM
- Utilise All Payments Tab in Patient Payment Slide-Out
- Add a Patient Payment or Adjustment & Email Payment Invoices
- Issue a Refund for a Patient
- Allocate Unapplied Patient Credits
- Reverse or Delete a Patient Payment Receipt
- Print a Patient Payment Summary