General Workflows
18 articles
- Overview of the My Dashboard PageLearn how to use My Dashboard to stay on top of your day, track appointments and tasks, and keep everything organized in one place.
- Quick Search: Navigate Digitail in SecondsLearn how to use Quick Search to quickly navigate Digitail, find patients, access pages, and perform common actions without leaving your keyboard, boosting your clinic's workflow efficiency.
- Notifications: Overview & PreferencesLearn how to use the Notification Center, manage your notifications, and set your personal preferences for what you receive and how.
- The FlowboardA visual dashboard to manage patient check-ins, appointments, and more.
- Bulk actions to Download/Email Documents from FlowboardLearn how to speed up the patient discharge and checkout process.
- The WhiteboardDigitally track patient care and tasks across all active visits
- Price CheckerQuickly find the price of products and services.
- Multi-locations WorkflowGet a tour of the multi-locations features and capabilities for groups.
- How to add a Rabies Tag to the patient's visit or profile?
- How to write in a product or service?Quickly create a product or service right in your SOAP record or counter-sell.
- 🏥 In-Practice Patient Workflows — Interactive DemosExplore 8 complete in-practice patient workflows that walk through real-life patient journeys in Digitail. Each demo highlights best practices for your team and showcases how Digitail supports every step of…
- End of Day (EOD) Management & ReconciliationEnd of Day (EOD) helps you reconcile your clinic’s financial activity by comparing overpayments, credit notes, refunds, and account balances with your external payment sources, so you can quickly spot…
- Time ClockTrack staff hours by having them clock in and out directly in Digitail - no paper timesheets or separate apps needed.
- 🩺 SOAP 2.0 | SOAP Update OverviewSOAP Overview | Navigating & Understanding the SOAP
- SOAP 2.0 Update Overview: What's NewSOAP 2.0 is a focused update to how medical records are created, reviewed, and shared in Digitail. This article covers everything that's changed and answers common questions as you get…
- Custom Template Fields (Early Access)Learn how to create and manage custom fields in your SOAP record templates to match your clinic's unique clinical workflows.
- Record History: See What Changed in a Patient's Record (Early Access Only)Learn how to use Record History in SOAP 2.0 to see who changed what in a patient's record, and when.
- Setting up Patient LabelsLearn how to configure Patient Label templates in Digitail and print them from the Flowboard, Appointment Card, or a patient's Health Card.