User Guide
Discover advanced features designed to enhance practice efficiency, simplify communication, and improve patient care.
Diary
- Unlink Production Type from an Appointment
- Utilise the Patient Tracker Expanded View & Configure Audio Notifications
- Explore the Patient Tracker Compressed View
- Change Appointment Status of an Appointment
- Manage Production Types in Practice Settings: Add, Edit, or Deactivate
- Configure Diary Settings
Clinical
- Utilise Unscheduled Treatments List
- Guide to Draw Types
- Apply Discounts to a Treatment Plan
- Payor Selection for Treatment Plans
- Set Up Maximum Discount for Treatments
- Add & Manage Payors in Practice Settings
RCM
- An Overview of Clinician Tagging to Receipts
- Manage Patient Credits, Apply to Codes, Refunds, and Adjust Off
- Overview of Unapplied Credit Management Dashboard
- Overview of Close Out Feature
- Configure Fee Tables in Practice Settings
- Benefits of the Payment Location Warning Feature
Reporting & Analytics
- Generate Refer Out (Internal Referrals) Report
- Set Up Pay Frequency, Payroll Profiles, and Access Control
- Generate Treatment Tracker Report
- Radiograph Audit Report
- Explore Payroll Generation
- Create a Payroll Profile
Patient Services
- Merge Duplicate Patients
- Mark a Patient or Account as Inactive
- Reserve Appointments with CareStack’s Google Integration
- Overview of Communication Usage Analytics
- Google Analytics Integration for Online Appointment Bookings
- Manage the Responsible Party, Dependents, and Linked Members of a Patient's Family
Patient Engagement
- Download IRIS (App) & Enable Pop-up Notifications
- Enable Permissions for Reputation Management
- Send a Manual Survey or Review Request
- Configure Reputation Management Settings
- Create and Manage Templates in Reputation Management
- Create and Manage Review Automations
General
- Enable the Required Chrome Permissions for CareStack Link
- Add, Delete, View and Edit Recalls in Practice Settings
- Mark a User as a Clinician
- Report Bugs Using the CareStack Bug Reporting Tool
- Create and Link a Heidi Account & Explore its Features
- Create and Manage User Profiles
Referrals
- Send Treatment Report
- Refer Out a Patient Via Rego
- Add Referral Sources for a Patient
- Track Patient Referrals on the Referral Tracker
- Add and Manage Referral Clinicians
- Fill Out a Referral Form
NHS
- Add Unscheduled Care
- Overview of NHS Patient Portal
- A Guide to 2026 NHS Changes
- Configure a New NHS Treatment Code
- Explore the NHS Orthodontic Workflow
- Add Incomplete Treatment Codes to NHS Claims
CS Membership
- View Plan Agreement and Check Plan Status in the CS Membership Portal
- CS Membership Profile Permissions
- Sign Up a Patient on CS Membership
- All About CS Membership Portal
- Create a New Membership Plan on CS Membership Portal
- Edit or Deactivate an Existing Membership Plan