General
General Workflows that are not limited to any modules in CareStack
- 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
- Manage User Settings
- Assign and Manage Tasks via Task Manager
- Access, Manage, and Configure the Notifications Feature
- Add a New User in Practice Settings
- Manage Locations in Practice Settings
- Set Up and Manage Surgeries
- Options on the Patient Overview Page
- Add and Manage Referral Sources