Course curriculum

  1. 1

    • Introduction to Training (Start Here!)

    • Introduction
  2. 2

    • Facility Details

    • Charge Master (Formerly Called "Fee Schedule")

    • Scheduling

    • Inventory
  3. 3

    • Creating New Users

    • User Details

    • User Settings and Permissions

    • Provider Capacity

    • Provider Schedule

    • Provider Time Off
  4. 4

    • Clinical Settings

    • Scheduling & Patient Management Settings

    • AI & Prompt Kiosk Settings (Optional)
  5. 5

    • Clinical Introduction

    • Patients Overview

    • Creating a New Test Patient

    • Patient Chart Icons

    • Details Tab

    • Cases Tab

    • Visits Tab

    • Files Tab
  6. 6

    • Daily Rundown

    • On Deck Overview

    • Visit Information Overview
  7. 7

    • Creating a New Case and Adding Payment Options

    • Setting Up Self Pay
  8. 8

    • Scheduling Overview

    • Checking in a Patient

    • Scheduling Multiple Visits at Once
  9. 9

    • Creating Test Visits and Sending Out Intake

    • Case Intake Best Practices

    • Import Patient Intake from One Case to Another
  10. 10

    • Document Tab Layout

    • Adding Documentation Items and Goals

    • Hiding/Removing Unused Sections or Measurements

    • Repeating Prior Measurements

    • Pre-charting and Reviewing Intake

    • Document Tab Time Saving Tools and Templates
  11. 11

    • Treat & Flow Tab Layout

    • Adding Treatments/Exercises

    • Treat & Flow Tab Time Saving Tools and Templates

    • Checking Out

    • Viewing, Printing, and Downloading Completed Visit Documentation
  12. 12

    • Evaluation (Using Workflow #1 - Minutes per Exercise)

    • Daily Treatment Note (Using Workflow #1)

    • Daily Treatment Note (Using Workflow #2)

    • Progress Note (Using Workflow #1 - Minutes per Exercise)
  13. 13

    • Optional Chapter

    • AI Intake and Documentation Generation (Beta)

    • Sidekick

    • AI Case Trends Summary (Beta)

    • AI Smart Rewrite (Early Access Beta)
  14. 14

    • Optional Chapter

    • AI Powered Evaluation (Using Workflow #1 - Minutes per Exercise)

    • AI Powered Daily Note (Using Workflow #1 - Minutes per Exercise)

    • AI Powered Progress Note (Using Workflow #1 - Minutes per Exercise)
  15. 15

    • Library Module Overview

    • Treatment Templates

    • Goal Templates

    • Text Templates

    • Documentation Templates

    • Treatments

    • Table Templates
  16. 16

    • Chart Reviewing and Viewing Prior Documentation

    • Co-signing Notes

    • Writing Addendums

    • Creating and Sending HEPs
  17. 17

    • Closing

    • Reminder: Document Efficiently Today
  18. 18

    • Optional Chapters

    • Introduction to Prompt Plus

    • Prompt Plus Provider & Facility Settings

  19. 19

    • Online Scheduling Overview

    • Online Scheduling Statistics and Why They Matter to Your Practice
  20. 20

    • Automated Waitlist Refills and Opportunities

    • AI No Show Prediction and Automated Reminders
  21. 21

    • POC Compliance Automation and Dashboard Tool

    • Auto Faxing Documents for Signature with SR Fax
  22. 22

    • Automated Patient Satisfaction (NPS) Surveys

    • Google Review Automation
  23. 23

    • Task Management

  24. 24

    • Chat Overview
  25. 25

    • Drip Marketing Emails

    • Patient Birthday Email Automation

    • Automatically Send Surveys to Patients

    • Patient Intake Automation: Optical Character Recognition (OCR)
  26. 26

    • Lead Tracking
  27. 27

    • Student Placement Initiative
  28. 28

    • Bringing It All Together