Please refer to Basic Tablet Workflow.
Giving Patients Forms to Complete
Learn how to add and/send forms to patients for them to complete.
- In the Office: Add a Form For a Patient to Complete on a Tablet
- In the Office: Set Up Tablet Rules
- Before their Appointment: Send an Online Message
- Before their Appointment: Send Appointment Reminders
- Outside the Office: Manage General Inquiries through eRequests
Please refer to Tablet Rules.
Please refer to Basic Online Messaging Workflow.
Please refer to Ocean Reminders (Overview).
Please refer to Basic eRequest Management Workflow.