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Use this page to walk each person through their day before go-live.
App role: Medical AssistantBefore clinic
  • Get the day’s visits in: add them, scan the printed schedule, or import from Practice Fusion. See your schedule.
  • Send intake links to patients who haven’t done intake. See patient intake.
At check-in
  • If intake isn’t Complete, tap Open intake form and hand the patient the clinic iPad.
Through the day
  • Upload outside records to Documents and attach them. See document inbox.
  • Work the follow-ups in Tasks. See tasks.
There’s no separate front desk role. Invite front desk staff as Medical Assistant, or as Administrator if they also manage settings.