In this section you will find documentation and videos related to the Patient section of CrystalPM
How to set up alerts for patients and the different options available
How to add alerts per insurance
How to add/remove linked accounts
Different options available for linking accounts
Under the patient profile - additional info tab, there is a customizable area called Marketing. This guide will walk you through the options available and the reports available for those options.
How to enable the Tree View for scanned files to keep files organized
A PDF guide on how to use and setup the Patient Portal
A video guide on how to use and setup the Patient Portal
A video guide on file sharing within the Patient Portal
How to create recalls and the different options available
How to add recalls to patients
Recall reports available
How to enable the validate address button under the patient profile
Different options available for formatting