Dashboard Cards
Booking Trends
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The Booking Trends card can be used to show you trends in your events and your practitioner bookings.
The Booking Trends card can be used to show you trends in your events and your practitioner bookings.
The Booking Trends card is a very powerful graphing card which can be used to show you comparative trends between your event types, and even your clinic practitioners. Use it to evaluate the way you assign patients to practitioner, or to evaluate how many of a specific booking you get per day, per week, or per month. Anything you want to know about your scheduling trends can be displayed by this card.
Xpress Checkout
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The Xpress Checkout card will help you auto-create invoices and checkout your patients fast.
The Xpress Checkout card can be used to checkout your patients quickly. It automatically generates a list of all the patient’s services and billable products for the day, which saves you tons of time when creating an invoice for the patient. OutSmart EMR can use your medical charts in order to auto-bill Injections, Labs, IV Therapy, Supplements, and Prescriptions. Save your admin staff some time!
Daily Schedule
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The Daily Schedule card helps you see your day at a glance, and quickly create charts for patients.
The Daily Schedule card will show you your current schedule, and identify past, current, and upcoming appointments for the day. It will also provide you contact information, and show you whether or not your patient confirmed their attendance to the appointment through our automatic reminder messages.
SOAP Charts
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The SOAP Charts card can give you a list of incomplete charts as well as a list of recently created charts, to give you quick access to your most relevant medical charts
The SOAP Charts card can show you your list of incomplete charts, as well as your list of recent charts. This can help admin staff to see which charts have been recently created, and it can help practitioners see which charts they still have to work on.
Product Label
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The Product Label Dashboard Card
The Product Label Dashboard Card can be used to quickly generate a printable label to apply to your products at the time of dispensing. Although it is usually recommended that you use the features of SOAP charts to be able to automatically generate product labels based on the medical charts you create, the Product Label Dashboard Card will allow you to bypass this by creating labels for products on the fly, without need for a corresponding SOAP chart. See the full Product Label reference for the workflow.
Patient Waitlist
The Patient Waitlist card is the main workspace for managing your clinic’s waitlist. It lists every active waitlist entry across your office, tags each entry green / orange / red based on whether matching openings exist in the calendar, and gives staff one-click access to contact the patient, book them in, or remove the entry.
Dispensary Orders
The Dispensary Orders card is a central hub for tracking sales and product movement. It shows patient name, transaction ID, and balances at a glance. With the Advanced Dispensary Order Management System enabled, the card adds a Fulfillment Status column so you can track orders through Draft, Submitted, In Progress, Ready, Shipped, and Picked Up stages.
Recent Notes
The Recent Notes card aggregates the most recent patient notes from across your patient list, in reverse chronological order. You only see notes for patients you have permission to view. Useful at the start of a shift for catching anything the overnight or triage team flagged.