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Front Office Workflows

Last updated:

Aug 7, 2025

Getting started with Patient Profile

Patient Profiles

Provider Workflows

Any patient’s profile can be accessed by clicking on Patients under the EHR section and typing in the name and selecting the patient.

Selecting the patient’s name will take you to the patient’s profile- specifically to the Appointments tab. Here, you will see several other options: Demographics, Attachments, Tasks, Medications, Allergies, Vitals, Immunizations, and Labs

You can access pinned “sticky” notes for storing quick-view notes on patients

Demographics are detailed in another section "Patient Demographics" below. We will go into Attachments next.


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Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 7, 2025

Getting started with Patient Profile

Patient Profiles

Provider Workflows

Any patient’s profile can be accessed by clicking on Patients under the EHR section and typing in the name and selecting the patient.

Selecting the patient’s name will take you to the patient’s profile- specifically to the Appointments tab. Here, you will see several other options: Demographics, Attachments, Tasks, Medications, Allergies, Vitals, Immunizations, and Labs

You can access pinned “sticky” notes for storing quick-view notes on patients

Demographics are detailed in another section "Patient Demographics" below. We will go into Attachments next.


Last updated:

Aug 7, 2025

Getting started with Patient Profile

Patient Profiles

Provider Workflows

Any patient’s profile can be accessed by clicking on Patients under the EHR section and typing in the name and selecting the patient.

Selecting the patient’s name will take you to the patient’s profile- specifically to the Appointments tab. Here, you will see several other options: Demographics, Attachments, Tasks, Medications, Allergies, Vitals, Immunizations, and Labs

You can access pinned “sticky” notes for storing quick-view notes on patients

Demographics are detailed in another section "Patient Demographics" below. We will go into Attachments next.