User Management

1

Patient

2

Type

3

Schedule

4

Review

Select Patient

Recent Patients

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Select Appointment Type

New Patient Visit

First time visit

Follow-Up Visit

Returning patient

Annual Physical

Yearly exam

Wellness Exam

Preventive care

Consultation

Specialist consult

Telehealth

Virtual visit

Procedure Visit

In-office procedure

Urgent Visit

Same-day / walk-in

Lab Review

Review lab results

Medication Review

Med management

Filter Slots

Provider

Date

Custom Time (optional)

Notes (optional)

Available Slots

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Configure Recurring Pattern

Provider

System will auto-assign available providers

Days Per Week

Mon Tue Wed Thu Fri Sat Sun

Duration

weeks

Preferred Time

Notes (optional)

Appointments Preview 0 total

Select days to see appointments

Review Before Saving

Patient -

Appointment Type -

Duration -

Date & Time -

Provider -

Notes -

Patient Reminders

24 hours before

1 hour before

Patient

Time

Type & Status

Reason for Visit

Clinical Notes

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Clinic Information

Clinic Name *

Phone

Email

Address

City

State

ZIP

Tax ID

NPI

Plan

Initial Location

Location Name *

Time Zone *

This will be the default location for this clinic. You can add more locations later.

Clinic Administrator

Admin First Name *

Admin Last Name *

Admin Email *

Admin Password * Minimum 8 characters

Assign to Clinic *

First Name *

Last Name *

Email *

Phone

Role *

Password *

Minimum 8 characters

Provider Association

Link to Provider Select a provider if this user is a clinician account

No Provider

Active

Create HTML templates with placeholders that will be replaced with actual patient and clinic data when generating the PDF.

Template Name *

Status

Active (available for use)

Description

Clinic * Template will be available only for this clinic

Location * Template will be used for this specific location

Available Placeholders

Patient Information

{{PatientName}} - Full name
{{PatientAddress}} - Full address
{{DateOfInjury}} - Date of injury

Attorney Information

{{AttorneyName}} - Name
{{AttorneyAddress}} - Address
{{AttorneyPhone}} - Phone
{{AttorneyEmail}} - Email

Provider Information

{{ProviderName}} - Name
{{ProviderSignature}} - Signature image

Clinic Information

{{ClinicName}} - Clinic name
{{ClinicAddress}} - Full address
{{ClinicPhone}} - Phone number
{{ClinicEmail}} - Email address

Other

{{TodayDate}} - Current date

Template Content (HTML) * Use the placeholders above to insert dynamic content

User Management

-

New Patient Visit

Follow-Up Visit

Annual Physical

Wellness Exam

Consultation

Telehealth

Procedure Visit

Urgent Visit

Lab Review

Medication Review

Single Appointment

Recurring Series

Available Slots

Messages

Patient Information

Attorney Information

Provider Information

Clinic Information

Other

User

Reset Password

Schedule Appointment

Select Patient

-

Recent Patients

Select Appointment Type

New Patient Visit

Follow-Up Visit

Annual Physical

Wellness Exam

Consultation

Telehealth

Procedure Visit

Urgent Visit

Lab Review

Medication Review

Select Duration

Schedule Type

Single Appointment

Recurring Series

Filter Slots

Available Slots

Configure Recurring Pattern

Review Before Saving

Patient Reminders

Confirm Delete

Cancel Appointment

Reinstate Appointment

Appointment Details

Patient

Time

Type & Status

Reason for Visit

Cancellation Information

Telehealth Link

Patient Saved Successfully

Messages

Add New Clinic

Clinic Information

Clinic Logo

Initial Location

Clinic Administrator

New Note Template

Change Password

Add New User

Provider Association

Reset User Password

Change User Email

Create New Claim

Claim Detail

New Consent Template

Template Preview

Delete Template

Kiosk Settings

Confirm Action

Upload Consent Form

Medical Lien Form Template

Patient Information

Attorney Information

Provider Information

Clinic Information

Other