Add Geographic Zones to a Professional Go to the Professionals section. 2.Search for the professional you want to edit. 3. In the Actions column, click Edit. 4. Go to the Geographic Zones table. 5. Click the + button. 6. Search by Province, Town, or Geographic area. 7. Select the desired zones and click Accept. 8. Click […]
View Statistics Charts Go to Statistics and select the section you want to review. 2.In Medical Visits, complete the required fields marked with an asterisk (*). If desired, add additional filters and click Search. 3. At the bottom, you will see the medical visits charts. 4. In Professional Performance, complete the required fields marked with […]
View Medical Record by Request Go to the Patients section. 2. Find the patient you want and, in the Actions column, click Medical Record by Request. 3. Review the necessary requests. From the Actions column, you can click See technical file to see the details of each request. 4.In the Medical Visits section, you can […]
View Comprehensive Medical Record Go to the Patients section. 2.Find the patient you want to review and, in the Actions column, click Comprehensive Medical History. 3. In the Medical Visits section, complete the required fields and add filters if needed. 4.Then, click Search. 5. View each completed visit. 6. From the Actions column, you can click […]
View Notifications In the upper-right corner of the website, click the bell icon. 2. View the available notifications, such as requests, medical visits, professionals, and others. 3. If you click the circular dots located to the right of each notification, you can mark the message as read or unread. Related topics
Generate Finished appointments report Go to the Statistics > Finished appointments report section. 2.Fill in the required From/To date range fields. If desired, use the additional fields — Patient, Professional, Practice, Specialty, Payer — to perform a more specific search. 3.Click the Generate Report button to successfully generate it. 4. A notification confirming that your […]
View Professionals’ Performance Go to the Statistics > Professional Performance section. 2.Fill in the required From/To date range fields and the Professionals field. If desired, use the Professional Types dropdown menu to select the type you need. 3. Click the Search button to obtain the results. 4.In the Number of Appointments column, click to view […]
Export Medical Visit Results to Excel Go to the Statistics > Medical Visits section. 2. Fill in the required From and To date range fields. If desired, apply additional filters such as Professional, Practice, and others. 3. Click the Search button to display the results. 4. In the bottom-right corner, click Export to Excel. 5. […]
Export Product to Excel Go to the Medical Products > Products section. 2.In the bottom-right corner, click Export to Excel. 3. The file will download automatically to your computer. Look for it in your Downloads folder. Related topics
Create Product Go to the Medical Products > Products section. 2. Inside the section, click the + Create Product button. 3. Fill in the fields marked with an asterisk (*) as they are mandatory. 4.Finally, click the Save Product button to complete the creation. 5. A notification confirming that your product has been successfully created […]
