Workflows

Front Office Workflows

Add a Patient Photo to the Chart

Add an Insurance Plan

Send a Referral Electronically

Clinical Workflows

Create a Referral

Assign a Referral Task to a User

Add or Delete a Patient's Pharmacy

Send a Patient Summary of Care to Another Provider

NPPES Directory Search

Encounter Workflows - Adult

Clinician Workflow for Multi-System Encounter

Provider Workflow for Multi-System Encounter

Security Administrator Workflows

Add New User

Reset User Password

Clinic Administrator Workflows

Reset Patient Record Lock

Merge Duplicate Charts

Regulatory Program Workflows

2025 Electronic Clinical Quality Measure (eCQM) Workflows

2025 MIPS Promoting Interoperability Workflows