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Setup · Encounter

Configure users, roles, locations, rooms, appointment types, hours, holidays, macros, review of systems, physical exam, and published templates. New…

Staff the practice

As a practice administrator, I want to add a clinician and mark them as a rendering provider so that the scheduler has someone to book.

Tighten a role without inventing rights

As a practice administrator, I want to deny sign or registration on an overlay so that a contractor cannot wander the chart.

Publish hours and types

As a practice administrator, I want appointment types, rooms, and hours in the catalog so that schedulers book the same lengths every site.

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