Help.carepatron.com

Carepatron Help Center

WEBLearn how to set up your Carepatron workspace and take advantage of the many features, such as Telehealth, Online Payments, Appointment Reminders, and Calendar Sync. 18 …

Actived: 8 days ago

URL: https://help.carepatron.com/

Health Records Carepatron Help Center

WEBImport client data. Add a Client. Manage Client Relationships. Assign staff to a client. Add a Diagnosis (DX Code) Manage Tags. Manage client status. Learn how to add, edit, and …

Category: Health Go Health

Is Carepatron HIPAA compliant

WEBSecurity of your healthcare system and electronic Patient Health Information (ePHI) is our number one priority, so we have gone above and beyond the best practice security and …

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USA Telehealth policies Carepatron Help Center

WEBThese organizations provide more resources to help you learn about your state's (USA) policy and regulations:

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Add a Diagnosis (DX Code) Carepatron Help Center

WEBClick the Add Diagnosis Code button at the bottom left corner of the note

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Manage Client Relationships Carepatron Help Center

WEBHere are the steps to add a client relationship: Navigate to the Clients page. Select a client record to which you would like to add a relationship to. Go to the Relationships page. …

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Sending client intakes Carepatron Help Center

WEBNavigate to the Client page. Go into the Client Record. Select the more action button on the upper right corner. Select sent intake. Select a template in your intake library. Click …

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Manage Tags Carepatron Help Center

WEBNavigate to the client record page. Follow the steps to customize or create tags. Click on the search bar and press Manage Tags. Press the trash can icon next to the tag you …

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Edit a client's information Carepatron Help Center

WEBNavigate to the Clients page. Go to the Client record you would like to edit. Select the personal information tab and edit for the section you would like to update. Complete the …

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Add a Client Carepatron Help Center

WEBHere are the steps to add a new client: Navigate to the Clients page. Go to the New Client button. Complete the form including email and select Create New Client. Review and …

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Creating Superbills Carepatron Help Center

WEBHere are the steps to enable automatic superbills: Navigate to the Client page. Go into your Client's record. Select Billing & Receipts. Click edit by Autogenerate billing documents. …

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Change client record to inactive Carepatron Help Center

WEBHow do change a make a client inactive? Our team will be available to answer any further questions you may have.

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Import client data Carepatron Help Center

WEBHere are the steps to import your client data: Navigate to the Client page. Go to the Import button in the upper right corner. In the drop-down, select CSV or other. Select the file …

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Customize & Create Tags Carepatron Help Center

WEBType in the name you would like to create for the tag

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Manage client status Carepatron Help Center

WEBHere are the steps to customize the statuses: Go into client records. Select the status dropdown. Select manage statuses. Select the overflow icon. Select rename or choose …

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Assign staff to a client Carepatron Help Center

WEBHere are the steps to assign a staff member to a specific client: Navigate to the Client page. Go to the toolbar on the right-hand-side. Select overflow (3 dots) and press Assign Staff. …

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Customize your Client Record template Carepatron Help Center

WEBHere are the steps to customize fields: Navigate to a client's page. Navigate to the personal information tab. Select ‘new field’ in the top right corner of the section you would like to …

Category: Health Go Health

Sending a form or template Carepatron Help Center

WEB1. Sending a form/ template. Steps: After creating a template or finding a template in our template library, click the 'share' button. Choose the client and/or a relationship of the …

Category: Health Go Health

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The medical information found on the MedUSafe website is designed to support, not to replace the relationship between patient and physician and the medical advice they may provide.