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Patient File - FAQ


Description
Patient File - Media - Patient App - Workflow
Content
  • Media
  • Annotating A Patient's Image
  • Share/Unshare An Image with A Patient
  • Patient App
  • How Does a Patient Access an EHR Note Shared to the Patient App?
  • Workflow
  • Adding and Inviting Patients to the Patient App
  • Patient File
  • Access and Create An Activity Note
  • Access EHR Notes in the Patient File
  • Add a Consent Form to a Patient's Profile
  • Add a Legal Form to a Patient's Profile
  • Add a Patient Profile Picture
  • Add Files to a Patient's File from Global Catalog
  • Conduct a Meet Now Video Visit Without an Appointment
  • Conduct a Meet Now Video Visit Without an Appointment - PDF
  • Create a Sticky Note
  • Delete a Document
  • Edit an Activity Note
  • eSign and Save a Legal Form
  • Export a Patient File? - PDF
  • Export or Print a PDF Document or Image From a Patient's File
  • Import a PDF to a Patient's File
  • Which Appointments Do Not Yet Have an EHR Note Created
  • Which EHR Notes Require Insurance Billing
  • Make Changes to The Patient’s Health History in Their Patient File
  • Manually Cancel a Membership
  • Merge Multiple Consents into a Single Document
  • Print a Document
  • Protect Symplast Cloud Data When Having a Patient eSign Consent Using My Device
  • Resolve Duplicate Patients
  • Review a Patient's Cancelled Appointments
  • Review a Patient's Cancelled Appointments - PDF
  • Navigate the Patient Financial Summary Screen
  • Review the Purchase History of a Patient
  • Review the Purchase History of a Patient - PDF
  • Scan A Document to a Patient's File
  • Search a Legal Form by Name
  • Search for a Document by Title Name in a Patients Profile
  • Search for a Patient's File
  • Send A Patient Invite When Creating a New Patient
  • Printable - Download the Patient App Sign
  • Share and Unshare a Document with a Patient
  • Share or Unshare Legal Forms with a Patient
  • Share, Export or Print Patient File Health History
  • Sort Patient Media in The Practice App
  • View and Edit a Patient's Demographics and Personal Details
  • View and Edit a Patient's Demographics and Personal Details - PDF
  • View and Save Cards to A Patient's File
  • View Legal Forms Grouped by Appointment or By Name
  • View My Activity Note Change History
Completion rules
  • All units must be completed