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  3. Patient Services

Patient Services

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Patient Portal, Patient Connect, Documents, ed. Hx., etc.

  • 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
  • All About Patient Top Card
  • Leverage the Patient Snapshot Features
  • All About Patient Portal
  • All About Managing Patient Documents and Related Actions
  • Embed or Share Your Online Appointment Portal
  • Configure Online Appointment Slots by Setting Up Production Calendar
  • A Comprehensive Guide to the Office Wizard
  • Enable Notification Sound for IRIS
  • Book an Appointment via the Online Appointment Portal
  • Print Patient Details Across Records
  • Add Forms to a Patient Profile
  • Add A New Patient in CareStack
  • Overview of Patient Portal Configuration, Account Configuration and Patient Connect Settings
  • Manage Online Appointments and Track Potential Patients
  • Add and Manage Medical History Forms
  • View and Add Medical Alerts
  • Manage Online Appointment Portal
  • Medical Alerts, Categories Questionnaire & Form Setup
  • A Guide to Access and Use Office Mode
  • Address Pending Clinician Signature on Medical History Forms
  • A Guide to Access and Use the Kiosk Mode
  • Enable Patient Connect
  • Set Up Patient Flags

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