Workflow Guides:
Encounter workflow
How to amend an encounter
How to send a prescription
How to create orders/letter outside of an encounter
How to send a work excuse letter
How to send a referral (PCP or specialist)
How to send a patient case
How to add allergies
How to create a follow up order for patient outreach
Supervising Provider/APP - Encounter Oversight
How do I find the patient's phone #, PCP, pharmacy, etc
How to invite a patient to sign up for the patient portal
No video or audio - what should I do?
Provider Troubleshooting Steps
Admin Workflow
Admin Resources
Scheduling, canceling, rescheduling, check-in, deleting an encounter
Admin Troubleshooting Steps
Managing Zocdoc Patients
Managing Sesame Patients
How to view the billing summary
How to read a claim
How to add insurance to patient's quickview
