3 - Complete Veins Integration & Setup
1. All active users in the RTP Dashboard will get a Veins Invite to Complete User registration.
2. Create SMS/Email Templates
5. Upload Patients
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2 - Initial Setup
Prep Required Gather these items before starting - General Practice Info * Company Name, Number, Fax, Email, Address * Contact Name * Logo * List of Practice Location Names, Numbers, Fax's, Email's, Address's, Websites, ...Mark an Update Demo Completed
1. Navigate to the Patient Submission 2. Go to Update Demo 3. From the Action Colum select the Mark Complete Button in the dropdown. 4. Click the Complete button at the bottom of the dialogue box. Record will be Marked Completed immediatelyMark New Patient Intake From Completed
Only In Progress New Patient Intake Forms can be Marked Completed 1. Navigate to the Patient Submission 2. Go to New Patient 3. From the Patient Name Colum select the Complete Button in the dropdown. 4. Click the "Complete" button at the bottom of ...Mark Authorization Release Completed
Only Request Sent, Records Requested, Records Available Authorization Release requests can be Marked Completed 1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Mark as Completed Button in the ...Mark a Request From Submission Completed
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Request Colum select the Complete Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box. Record will be Marked Completed immediately