There are so many great things that Clerk's Practice Manager can assist with managing your day-to-day routines! Aside from checking patients in and out throughout the day, the Practice Manager helps you keep track of other important information, such as checking for Expiring Careplans, managing Subscriptions, keeping up with Patient Alerts, providing a space for Tasks, and tracking Inventory!
Let's break it down! 🤩
The Expiring Careplans tab will:
let you when a patient's Careplan is within two weeks of expiring
show you contact information so you can easily reach out to the patient
allow you to acknowledge the patient has been reached out to
The Subscriptions tab will:
show patients that have upcoming Subscription renewals
search for patients that have Subscriptions / specify the date range of the search
allow you to update the patient's credit card / Subscription Payment Source from the Appropriate Invoice under the Actions column
allow you to edit the frequency of payments under the Actions column
allow you to call the patient if your phone system is hooked up to your computer
show patients that have expired credit cards that will need updated credit card information to renew their Subscription under Failed Renewals
✨Note:✨ This tab will only populate with Information if your Account is integrated with our Payment Integration Partners. This is because Subscriptions require the ability to automatically charge a patient's credit card.
The Patient Alerts tab will:
show you the name of the patient that has an Alert
show you the information regarding the Alert
show if the Alert is patient facing when the patient checks in through the Kiosk
allow you to make an outgoing call if your phone system is integrated with your internet
mark the Alert as complete or acknowledged
edit the Alert
delete the Alert
The Tasks tab will show:
whether the Task is related to the Clinic or a Patient
the Title of the Task
when the Task needs to be completed by
the Status of the Task
the name of the Patient if the Task is related to a Patient
the staff member assigned to the Task
action items that allow either a completion, the ability to edit the Task, and the ability to delete the Task
The Inventory tab will show you a running count of the Products you choose to track.
Items with a number in red indicate the Product Count is at or below the Threshold Count, and that you should order more of the Product. The Inventory tab will also allow you to Add or Remove from your count by going into Edit mode under the Action Column:
✨Note:✨ The Threshold Count is established in the individual Product Settings when you create the Product, which you can CLICK HERE to learn more about!
✨PSST!✨ Want to learn more about the information that shows up on the Practice Manager tabs? We thought you might!
You may...
CLICK HERE to learn more about Careplans.
CLICK HERE to learn more about Subscriptions.
CLICK HERE to learn more about Alerts.
CLICK HERE to learn more about Tasks.