Practice operations

Leads, reports, inventory and your integrations.

7 articles

Managing leads and converting them to patientsTrack prospective patients in Leads, assign follow-ups, log activity, and convert qualified leads into patient records.7 min read

Reading reportsUse Reports to review visit activity, revenue, patient A/R, and claims performance. Choose a date range where it applies and export report data to Excel or CSV.6 min read

Managing inventoryTrack catalog items, stock levels, movements, alerts and consumption protocols across practice locations. Receive, transfer, adjust and write off stock from Inventory.8 min read

Stock movements: receive, transfer, adjust, and write offRecord stock changes that keep inventory accurate: receiving shipments, moving stock between locations, reconciling counts, writing off unusable stock, and reviewing movement history.7 min read

Setting up the AI ReceptionistEnable the AI Receptionist, choose how new callers are handled, add call instructions, and manage knowledge files the receptionist can reference.10 min read

Setting up DoseSpotConnect your clinic to DoseSpot, link prescribers and proxy staff, set a clinician fax number, and manage DEA registrations for controlled substances.10 min read

Connecting Junction and FullscriptConnect Fullscript for supplement and lab workflows, and manage Junction setup for lab ordering. Owners and admins can connect or disconnect Fullscript, provision Junction, check readiness, and choose whether Junction messages patients.7 min read

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