Feature Friday Optimizing Counselear Insight

Professional, Patient, and Chart Notes Reports as well as Questionnaires. Automatically Send Questionnaires for Scheduled Appointments. Quickly set up commission amounts or percentages (with or without thresholds) for individual items or across an entire item type. Quickly create tasks for specific patients while working on a chart note, invoice, or professional report. Quickly identify upcoming availability for: - Individual providers or full staff - Specific appt types or general openings. Easily setup specific groups of clinics as "Regions" and then quickly filter the Business Report Summaries and Dashboard by ...

Create custom Visit Checklists and apply them to specific appt types enabling you to set specific expectations for each visit.