View Upcoming Visits From the home screen, you can see upcoming visits. 2. You can also view them by opening the calendar and selecting the current day or the day you want to review. 3. Tap on the visit to view its details. Related topics
View Active Requests On the home screen, you will see the Current Requests section. Click on the drop-down menu on the right. 2. You will see the number of active requests. 3. For each request, click on the drop-down menu on the right to access more details. Related topics
View Visit Notifications Recibirá una notificación cuando tenga visitas aprobadas. 2. Al presionarla, se abrirá la siguiente pantalla: 3. Podrá visualizar las solicitudes vigentes y próximas visitas. Related topics
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 […]
