Find a patient and open the chart
See how patient search connects matching records to the chart overview.
Clinic staff and clinicians
Explore workflows
23 guidesReview the clinical record
See medications, allergies, and laboratory results connected in one clinical record.
Clinicians
Open and navigate an encounter
See a booked visit become a workspace for visit context, notes, and results.
Physicians
Review and edit a saved visit note
See how saved notes retain draft and signature states.
Physicians
Review visit diagnoses
See selected diagnoses, ordering, and catalog search connected to a visit.
Physicians
Review a prescription draft
See patient context, allergy information, and medication fields in a prescription draft.
Physicians
Lab inbox: record clinician review
See an assigned report move from review queue to recorded review history.
Clinicians
Review your appointments
See upcoming and past appointments in the patient portal.
Patients and family members
Find the CareConnect link
See how an encounter exposes the separate CareConnect viewer entry point.
Authorized clinicians
LFP time: save and review staged blocks
See time details become a calculated staged day-sheet entry.
Physicians and billing staff
Email Intake Automation
See referral emails become structured client and referral records.
Clinic staff who manage intake and referrals
Phone and SMS Intake Automation
See phone and SMS conversations become reviewable intake records.
Clinic staff who handle phone and text intake
Online In-Clinic Physiotherapy Booking
See public booking connect live availability, client access, and the staff calendar.
Physiotherapy clients, physiotherapists, and clinic staff
Mileage Tracking and Appointment Linking
See tracked trips connect to outbound and return appointment travel.
Community clinicians and service providers
Referral Travel Preferences
See service area, travel, workload, and notification settings shape referral matching.
Occupational therapists and community service providers
Responding to an ICBC Referral Invitation
See referral details, travel context, and response options in one workflow.
Occupational therapists and community service providers
Review and Compare Referral Candidates
See candidate response, availability, workload, and travel context together.
Clinic staff and referral coordinators
Assign a Provider to a Referral
See accepted provider options become a recorded referral assignment.
Clinic staff and referral coordinators
Community Booking with AI
See AI-assisted scheduling connect availability, travel, and calendar booking.
Clinic staff, clinicians, and community service providers
Independent-Contractor Compensation & Performance Reporting
See personal earnings, team performance, compensation, and clinic sales as distinct reporting views.
Clinic administrators, billing staff, and independent-contractor practitioners
Bonus Plans & Progress Tracking
See bonus plan configuration, tracker periods, and personal progress views.
Clinic administrators, billing staff, and participating practitioners
Client Intake Forms: From Checklist to Completed Answers
See a no-login intake form connect client completion to staff-visible results.
Clients and clinic staff who complete or review intake forms
Chart a Practitioner Appointment
See appointment charting connect free text, templates, structured tools, and save states.
Allied-health practitioners who chart from appointments
No workflows match these filters. Clear a filter or try a different search.