The analytics and daily-operations home screen, with a filter bar to slice data by location, provider, insurance, and date-of-service range (plus presets: Today, Yesterday, Last 7/30 Days, This/Last Month).
- Daily KPIs: registered, appointments, check-ins
- Notes signed, claims sent, bills sent today
- Charges & Payments (insurance + patient)
- Payment Summary: Cash, Check, Card, Write-Off
- Clinic Visit & Pathology workflow funnels
- Appointments → Unsigned → Signed → Billed → Paid
- Turnaround: DOS-to-Sign, Sign-to-Bill, Bill-to-Paid
- Payments by CPT, charges & collections
A multi-provider appointment calendar with side-by-side provider lanes and a provider selector.
- Day arrows + Today shortcut
- Ranges: 1 Week to 1 Year
- Fine-grained time slots
- Live Room-In / Walk-In counters
- CSV export
- Status color-coding (legend below)
ScheduledRescheduledCancelledShowChecked OutNo ShowConfirmedOthers
The registration and record-management hub, organized into tabs. Demographics captures personal, contact & address, and "Other Info" (SSN, MRN, PCP, race, language, ethnicity, dates, preferred provider, referral source, reminders).
- Record actions: history, Print Address/Info, Save
- Contact preference: Phone, Fax, SMS, Email, Mail
DemographicsInsuranceReferralDocumentsResponsible PartyAppointment Log
The clinical documentation area, opened in the context of a selected patient.
- Structured note templates
- Treatment plans
- Smart phrases for faster documentation
- Lab ordering & results
- Clinical decision support
- Review-reason tracking
A clinical workspace for providers that operates in the context of an active patient.
- Day-to-day clinical review and charting workflow
- Provider-focused view of the active patient
Diagnostics tooling that ties into the dashboard's pathology workflow and the pathology configuration in settings.
- Pathology — comprehensive pathology services for medical diagnostics
- Path Log — tracks and logs pathology records efficiently
Handles charges and revenue-cycle activity in patient context; configured via the Medical Charges settings.
- Charges & collections, claims to insurance, patient billing
- Connected to the Dashboard's financial metrics
An internal messaging / communication center carrying an unread-count badge.
- Patient- and staff-related communication within the system
An administrative reporting area for management-level reports.
- Operational and financial reporting across the practice
The most configuration-rich module, grouped into Office Setup, Providers, EMR, Templates, Pathology, Practice Management, and Billing. See the full breakdown in the next section.
- Office Setup & user permissions
- Provider & referring-physician records
- EMR templates, smart phrases, CDS
- Pathology stains, diagnosis, keywords
- Document & question templates
- Medical charge management
A patient self-check-in feature used for patients to check themselves in.
- Feeds the dashboard check-in counters and Room-In / Walk-In indicators
