Full Video Link - https://www.loom.com/share/627318af80d4416d9ea79afa60e594f6?sid=e4c52368-8540-4fda-aa6e-0de9a5088b69
β
β1. Introduction to Changes 0:00
Overview of the new appointment schedule for the portal.
Emphasis on improved speed and functionality.
2. Home Screen Options 0:17
Two main options on the home screen:
Appointment Schedule
Appointment List
Default view shows the schedule on the practice profile.
3. Viewing Appointments 0:39
Click on a date to view appointments for that day.
Filter options available for specific date ranges or patient names.
4. Appointment Statuses 1:12
Ability to filter appointments by status:
Needs review
Pending authorization
Verified addresses
Easy navigation through appointments.
5. Provider Filtering 1:58
Filter appointments by provider.
Quick overview of appointments for each provider.
6. Mobile Portal Changes 2:40
Overview of how the portal looks on mobile devices.
Today's date is displayed first, with options to navigate to previous days.
7. Monthly Appointment View 3:21
Option to view all appointments for a month.
Ability to change the date range easily.
8. Resetting Filters 4:07
Importance of applying date filters to view the latest appointments.
Reset option available to return to the most recent appointments.
9. Support and Assistance 4:23
Contact information for support: [email protected].
Encouragement to reach out for any issues or questions.
10. Conclusion 4:40
Summary of the updates and changes.
Mention of help section for further guidance.








