When you hire me, my human assistants will connect your practice management system to my desk using my Bridge.
I update through my Bridge every night, so all of your patient and scheduling information is always current in my desk!
I only have permission to read and reflect the information in my desk, and can't change the original file.
If you need to update a patient's contact information, you will need to do that in your PMs and those changes will be reflected in my desk the next morning!
There are 2 exceptions:
Virtual Consult submissions: when prospective patients submit a consult I use that information to create a patient file in my desk.
New Patient Scheduler: if a lead schedules a new patient appointment, I will create a patient file in my desk (and update your schedule if you use Cloud9).
In both of these cases, once a new patient file has been created in your practice management system you can easily merge those files in my desk!
In the rare situation where you urgently need an unscheduled update, send a live chat to my human assistants and ask for help (this is not an option with Cloud9).