Innate Xtreme (1 of 2): Patient Intake and Processing made easy 6/28/22

Created by Matthew Lundeberg, Modified on Sat, 15 Jun at 10:19 AM by Matthew Lundeberg

06/28/2022


In this webinar, attendees will learn how to enter a new patient from start to finish into Innate in the most efficient manner possible.  Learn tips and tricks used by a high volume office without any CAs or as few as 1!  


We will walk through:

- Scheduling a New Patient with a PIN for Intake

- Adding a new patient and processing Intake

- Flow of patient through the office in Innate

- ROF Scheduling and taking first payment

- Setting up the patient's chart (Profile, Case & Finances)

- Entering patient notes correctly using MACROS

- Checking out the patient


It's important to note that if you have any changes or questions regarding this video, you can reach out to the support team by sending a support ticket. 


Thank you for using our services, and we hope these videos help your office as it has mine.


 

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