Course curriculum

  • 1

    CARESTACK FOR ESPIRE TRAINING INTRODUCTION

    • Hands-On CareStack Training Tutorial

    • Site Set-Up and Navigation

    • Demo Site Login Set-Up

    • Using Your CareStack Playbook

    • Front Office 2.0 Playbook

    • Resource Center Instructions
  • 2

    THE PATIENT RECORD

    • All About Patient Overiew

    • Patient Search

    • Leverage the Patient Snapshot Feature

    • PRACTICE: Patient Information Search

    • PRACTICE: Patient Information Search Quiz

    • Navigation Bar

    • PRACTICE: Navigation Bar Quiz

    • Responsible Party

    • PRACTICE: Responsible Party Search Quiz

    • Creating a Patient Profile/Record

    • PRACTICE: Create Your Own Practice Patient in the CareStack Demo Site

    • Add & Manage Patient Memo

    • PRACTICE: Create Patient Memo in the CareStack Demo Site

    • Patient Profile

    • PRACTICE: Adding a Dependent Skill Practice

    • Patient Photo

    • PRACTICE: Add a Patient Photo Skill Practice

    • Editing Information

    • PRACTICE: Edit Patient Information Skill Practice

    • Set the Responsible Party

    • PRACTICE: Set the Responsible Party

    • Non-Patient Responsible Party

    • PRACTICE: Edit Responsible Party Skill Practice
  • 3

    MERGING DUPLICATE PATIENT RECORDS

    • Linking Duplicate Records

    • PRACTICE: Linking Duplicate Records Quiz

    • Step-By-Step Guide Included in your Playbook
  • 4

    PATIENT LABELS/FLAGS

    • Label Patient Profiles or Accounts Using Patient Flags

    • PRACTICE: Patient Labels Skill Practice

    • PRACTICE: Patient Label Quiz

    • *PRACTICE: Inactivate and Reactivate a Patient Record Skill Practice
  • 5

    PATIENT ALERTS, MEDICAL ALERTS & MEDICATIONS

    • Create and Edit Patient Alerts

    • PRACTICE: Create and Edit Patient Alerts Quiz

    • Add and View Medical Alerts in CareStack

    • PRACTICE: Add and View Medical Alerts in CareStack Quiz

    • New Medication Section Added to Medical History Form

    • PRACTICE: New Medication Section Added to Medical History Form Quiz
  • 6

    PATIENT DOCUMENTS

    • Document Slider

    • PRACTICE: Document Slider Quiz

    • Electronic Forms

    • PRACTICE: Add Electronic Forms Skill Practice

    • Uploading Documents

    • PRACTICE: Uploading Documents Skill Practice

    • Deleting a Document

    • PRACTICE: Delete a Document Skill Practice

    • Manage Pending Signature Forms & Letters in CareStack

    • Practice: Manage Pending Signature Forms and Letters in CareStack

    • Manage Medical History Forms pending Provider Signature

    • PRACTICE: Manage Medical History Forms Pending Provider Signature Quiz
  • 7

    CHARTING & TREATMENT PLANNING

    • Chart Overview

    • PRACTICE: Chart Overview Information Search

    • Chart Options

    • PRACTICE: Chart Options Information Search

    • PRACTICE: Chart Color Legend Discovery

    • Utilize the Care Panel Feature

    • Charting Using the Care Panel

    • PRACTICE: Charting Using the Care Panel Skill Practice

    • Charting Using the Slider

    • PRACTICE: Charting Using the Slider Skill Practice

    • Create New Treatment Plan and Phases

    • Organizing Treatment Using Drag and Drop

    • PRACTICE: Creating and Organizing Treatment Plans Skill Practice

    • Adding Completed Treatment

    • PRACTICE: Adding Completed Treatment Skill Practice

    • Deleting Treatment

    • PRACTICE: Deleting Treatment Skill Practice

    • Set Up and Manage the Implant Tracker

    • PRACTICE: Set Up and Manage the Implant Tracker Quiz

    • Implant Tracker Guide

    • PRACTICE: Implant Tracker Guide Quiz
  • 8

    THE APPOINTMENT BLOCK

    • What do the COLORS all mean?

    • What do all the ABBREVIATIONS mean?
  • 9

    SCHEDULING

    • A Detailed Overview of the Scheduler

    • Book Appointments & Explore Related Features

    • PRACTICE: Adding Treatment to an Appointment Skill Practice

    • Delinking Treatment from an Appointment

    • PRACTICE: Delinking Treatment from an Appointment Skill Practice

    • Deleting Treatment

    • PRACTICE: Deleting Treatment from the Appointment Slider Skill Practice One

    • PRACTICE: Deleting Treatment from the Appointment Slider Skill Practice Two Quiz

    • Scheduling from the Treatment Plan

    • PRACTICE: Scheduling from the Treatment Plan Skill Practice

    • Adding Treatment from the Treatment Plan

    • PRACTICE: Adding Treatment from the Treatment Plan Skill Practice

    • Completing Procedures

    • PRACTICE: Completing Procedures Skill Practice

    • Scheduling Overview

    • PRACTICE: Scheduling Overview Skill Practice

    • Cancel and Reschedule Appointments or Change Appointment Status

    • PRACTICE: Changing an Appointment Skill Practice

    • Manage Scheduler Filters in CareStack

    • PRACTICE: Manage Scheduler Filters in CareStack

    • Short Call Queue Features & Functionalities

    • PRACTICE: Short Call Queue Features and Functionalities Quiz

    • Utilize Double Booking for Multiple Appointments

    • PRACTICE: Utilize Double Booking for Multiple Appointments Quiz

    • Manage Double Bookings in CareStack

    • PRACTICE: Manage Double Bookings in CareStack