Find a patient and open the chart
Find the correct patient record before you begin reviewing the chart.
Clinic staff and clinicians
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23 guidesReview the clinical record
Review medications, allergies and laboratory results in the patient chart.
Clinicians
Open and navigate an encounter
Open a booked visit and find the information you need in the encounter workspace.
Physicians
Review and edit a saved visit note
Read an existing visit note and open it for further editing.
Physicians
Review visit diagnoses
Review the diagnoses attached to a visit and search the diagnostic code catalog.
Physicians
Review a prescription draft
Open the prescription composer and review medication draft fields.
Physicians
Lab inbox: record clinician review
Record your review of an assigned report and find the review history.
Clinicians
Review your appointments
Find your booked appointments and check their date, time and provider.
Patients and family members
Find the CareConnect link
Locate the CareConnect viewer link from an encounter.
Authorized clinicians
LFP time: save and review staged blocks
Enter a time range, check its preview and review the saved staged entry.
Physicians and billing staff
Email Intake Automation
See how referral emails move from the inbox into structured client and referral records ready for the next workflow.
Clinic staff who manage intake and referrals
Phone and SMS Intake Automation
Follow phone and SMS conversations as intake details become structured client and referral records.
Clinic staff who handle phone and text intake
Online In-Clinic Physiotherapy Booking
Walk through booking an in-clinic physiotherapy appointment online and confirming it from the client and staff views.
Physiotherapy clients, physiotherapists, and clinic staff
Mileage Tracking and Appointment Linking
Track community travel and link outbound and return mileage records to the right appointment.
Community clinicians and service providers
Referral Travel Preferences
Set service area, travel limits, workload, and notifications used when considering community referrals.
Occupational therapists and community service providers
Responding to an ICBC Referral Invitation
Review referral details and travel context, then accept, conditionally accept, or decline an ICBC referral invitation.
Occupational therapists and community service providers
Review and Compare Referral Candidates
Compare provider responses, availability, workload, and travel context before assigning a referral.
Clinic staff and referral coordinators
Assign a Provider to a Referral
Review provider options, choose a service provider, and confirm referral assignment.
Clinic staff and referral coordinators
Community Booking with AI
Review an appointment request, complete community booking details, add location and travel information, and confirm the saved appointment.
Clinic staff, clinicians, and community service providers
Independent-Contractor Compensation & Performance Reporting
Review practitioner earnings, fee splits, staff performance, filters, and the downloadable compensation report while keeping booked appointment earnings separate from invoiced sales.
Clinic administrators, billing staff, and independent-contractor practitioners
Bonus Plans & Progress Tracking
Review bonus plan setup, participant targets, progress, and the separate practitioner bonus view.
Clinic administrators, billing staff, and participating practitioners
Client Intake Forms: From Checklist to Completed Answers
Follow a no-login Patient Intake form from Waiting through client completion, booking results, staff review, and checklist Done status.
Clients and clinic staff who complete or review intake forms
Chart a Practitioner Appointment
Open an allied-health appointment, start a clinical note, choose free text or a template, review structured charting tools, and understand the available save and sign controls.
Allied-health practitioners who chart from appointments
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