Patients & intake

Manage the clinic directory, intake invitations, administrative records, and care teams.

1. 1How to invite a clinic patientSend a patient an intake invitation from the clinic directory.
2. 2How to use a clinic patient recordFind administrative patient details without opening a provider's clinical chart.
3. 3Clinic administrators onlyHow to manage a patient's care teamReview provider assignments and change the primary clinician.