Practice operations
Leads, reports, inventory and your integrations.
10 guides91 min in all
Videos
Guides
Managing leads and converting them to patientsTrack prospective patients in Leads, assign follow-ups, log activity, export matching leads as CSV, and convert qualified leads into patient records.9 minReading reportsUse Reports to review visit activity, revenue, patient A/R, claims performance, and commissions. Choose a date range where it applies and export report data to PDF, Markdown, or CSV from table cards.9 minManaging inventoryTrack catalog items, stock levels, movements, alerts and consumption protocols across practice locations. Receive, transfer, adjust and write off stock from Inventory.11 minStock 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.8 minControlled substances and partial useTrack bottles and vials by what's left in them, record each dose against the bottle it came from, and keep the log, counts and disposal records in one place.6 minSetting up the AI ReceptionistEnable the AI Receptionist, choose how new callers are handled, set how the receptionist sounds, add pronunciation help, manage knowledge files, and tag visits the receptionist books.15 minSetting up DoseSpotConnect your clinic to DoseSpot, link prescribers and proxy staff, set a clinician fax number, and manage DEA registrations for controlled substances.11 minConnecting 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.9 minAutomationsUnderstand how Automations works in Ona, from the clinic-wide on/off setting to building flows, testing them, and reviewing runs. Use this article to learn what each part of the Automations area is for and when to use it.7 minCommission tracking and reportsSet commission rates for team members, services and products, review rate history, and open the Commissions report to track clinician earnings from collected visit amounts.6 min
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