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Patients & communication

Records, forms, messaging, and the patient's own experience.

7 articles

Creating a patient recordInvite a patient by email or create one mid-booking, then read the longitudinal chart: vitals, diagnoses, notes, labs, and billing in one record.3 min read

The patient experience: self-setup, portal, and self-serviceWhat patients can do on their own device — setup links, intake, insurance, consents, booking, and payment — and how you enable each piece.4 min read

Building intake questionnairesBuild step-based intake questionnaires, import from the template library, and attach them to services so answers arrive before the visit.3 min read

Building consent formsCreate consent forms with rich text and discrete checkboxes, import the standard templates, and auto-attach them to services.3 min read

Omnichannel messagingText, email, and in-app chat from a single inbox — provision a number, and keep every patient conversation in one thread.2 min read

FaxesGet a digital fax number, send and receive from the app, forward your existing line, and route referral faxes straight to the referral inbox.3 min read

Managing incoming referralsReceive faxed referrals, let Ona parse and match them to patients, and work the incoming-referrals inbox.2 min read

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