General Workflows
15 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 hospitalized patient's care on a daily basis.
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…