Product tutorials

Learn the complete workflow, not isolated screens.

Follow the work from practice setup and patient care through claims, payment, reporting, and cash visibility.

Guided learning

Start with the path that matches your role.

Each learning path focuses on the decisions, handoffs, and records your team uses to complete the work.

⌂

Set up your practice

  1. Create the workspace
  2. Add locations and providers
  3. Invite team members
  4. Assign roles and modules
◎

Manage a patient visit

  1. Add or locate the patient
  2. Review insurance context
  3. Schedule the appointment
  4. Complete encounter documentation
#

Review coding details

  1. Connect diagnoses to the encounter
  2. Review procedure lines
  3. Confirm modifiers and units
  4. Validate claim context
↗

Move a claim to payment

  1. Review codes and line items
  2. Validate claim completeness
  3. Track claim status
  4. Work denials and payments
◈

Review claims financing

  1. Confirm claim eligibility
  2. Review advance and fee terms
  3. Complete bank and agreement steps
  4. Track settlement
▥

Monitor the practice

  1. Review the dashboard
  2. Work tasks and denials
  3. Reconcile payments and balances
  4. Use operational reports