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Veins Practice Solution
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7 - Upload Patients
Prep Required Gather these items before starting - Get a CSV of your current patient database from your EMR 1. Upload Patients Step by Step Guide6 - Setup Veins Tracker
Prep Required Gather these items before starting - Gather Patient Flow * Front Office and specific tasks * Nursing and specific tasks * Billing and specific tasks These options are for the Stage Display 1. Set up Resources Step by ...5 - Set up Veins Check-In
Prep Required Gather these items before starting - Gather Appointment/Visit Types * Appointment Sick, Appointment Physical, Walk In Follow up, Etc * Questions for each appointment/visit type These options are for the Veins Check-In Form ...4 - Create SMS/Email Templates
Prep Required Gather these items before starting - Gather patient communication messages * Survey follow up, Fill out forms, etc These are templates which will be used for Patient Communication 1. Create SMS templates Step by Step Guide 2. ...3 - Add Location
Prep Required Gather these items before starting - General Practice Info * List of Practice Location Names, Numbers, Fax's, Email's, Address's, Websites, Time Zone 1. Navigate to "Add New Practice" 2. Enter all required fields and click Add ...
Popular Articles
Merge Patients
1. Navigate to Operations and select Patients. 2. From the View Patients Column select the Merge PT Button in the dropdown. - Click on PT to map to a current profile - If no matching profile click "This is a New Patient" Suggested will populate ...Request Access for a location
1. Navigate to Getting Started and select Request Access from below. 2. Enter the code and click the "OK" button at the bottom of the page. Note: You will be notified when request has been approved. "Access Code" will be provided by location owner.Add a new Practice
1. Navigate to Getting Started and select Adding New Practices from below. 2. Enter all applicable information. Note: Fields with a red star are required. 3. Click the "Add New Locations" button at the bottom of the page. Updates will be reflected ...Edit a Location
1. Navigate to Administration and select Manage Locations from below. 2. Select the Edit option. 3. Update all applicable information in Location information. 4. Update all applicable information in All Locations. You are able to allocate specific ...Manage Users for a Location
1. Navigate to Administration and select Manage Locations from below. 2. Select the User option from the action dropdown. 3. Toggle right to turn on the access for the User for that location. 4. Toggle left to turn off the access for the User for ...