Family and Insurance
Automation
You can use Automation to have Practice-Web carry out all sorts of tasks for you based on triggers you set. Add or Edit an Automation To get started, click on "Setup" in the main menu. Then, choose "Automation" from the dropdown menu. The ...
Sheets (Custom Forms) Setup
You can customize all your patient forms (intake, consent, health history, etc.) or create your own using the Sheets settings in Practice-Web. To get started, choose "Setup" in the main menu, then select "Sheets" from the dropdown. The Sheet Defs ...
Required Fields
Using Required Fields, you can prompt staff to complete certain fields on the Edit Patient Information and Add Family windows. You can also set conditions that require fields to be completed. To manage which fields are required, choose "Setup" from ...