Clinical Overview Center

1. Click Schedule > Practice Dashboard.
2. It shows the centralized view of all the appointments on a day-to-day basis.
3. From the practice dashboard, the provider can check on the appointments by:

• Select Patient name > To view Patient Dashboard
• Select Provider name > To view Provider Profile
• Click Appointment Date > To view the Appointment Details page
• Click Add Vitals > To add Vitals in the Appointment Details page
• Click Add Notes > To add Clinical Notes for the Appointment
• Click Add Services > To add Services for the Appointment
• Click Add Payment > To bill either a Cash or Insurance-based payment
• Based on the Payment Status.

4. The provider can also edit the above-mentioned options if the information has already been added.
5. Filter the information by “Patient”, “Provider”, “Appointment Status”, “Payment Status”, and by “Appointment Date”.