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If you're ever looking for a way to add or edit information in a particular section of the Web Client, just look in the lower right corner for a similar button.
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With no patient selected, this button will allow you to create a new patient account. You'll be taken to a screen where you can enter in the basic demographics and assign the account provider, patient provider, office, and their default fee schedule.
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With a patient selected, this icon changes to a plus icon. Tapping this button (or mousing over it on a computer) will reveal several additional buttons.
From top to bottom:
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Tapping on these buttons will open a sheet where you can enter in the appropriate information for the item you wish to add. We'll go more into that in the relevant sections.
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View Toggle: By default, when you navigate to the Schedule, you'll be shown a chronological list of all appointments with details listed underneath about what patient, provider, and resource these appointments are for. By clicking the View Toggle button, you can switch the Schedule View over to something more similar to MacPractice's Schedule Ability's view.
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Refresh: The Refresh button reloads the Schedule, in case any new appointments have been scheduled by a different user after you initially loaded the schedule.
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Filter Appointments:The Filter Appointments button opens up a window which allows you to toggle which resources and providers appear in your Schedule view. You can toggle a particular resource or provider by tapping the checkbox by their name, or you can tap the "All Resources" or "All Providers" toggle to switch them all on or off.
At the bottom, there's also an option available to switch the Appointment Order. By default, this is set to "First to Last", but can be switched to "Last to First".
Once you've finished making your changes, make sure to tap the "Apply Filters" button to save.
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The Orders section allows you to track and to create Orders. By toggling between the "Mine" or "All" columns, you can review your own Orders, or all Orders available.
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You can utilize the Filters button located in the top right to the right of the Refresh button to open the Filters window, where you can customize what Orders are viewable.
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Make sure to tap the "Submit" button at the bottom of the Edit Order window to finalize changes made to an Order.
Referrers
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The Referrers Section allows a user to look up a Referrer already added to the database. You can't add Referrers from the Web Client; you can only read this information.
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You'll first be presented with a search bar upon navigating to the Referrers section. Tap and type in the name of the Referrer that you're looking for, and results will populate. Once you tap on a referrer, you're taken to their info sheet as shown in the screenshot above.
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