User Guides
Guide on how to operate the system
Cancelling an Appointment
Saving a New Patient in Portal
Updating Patient Information in the MedFlow IO Portal
Creating an Order
Create, Manage, & Track Authorizations
Using the New Appointment Schedule for Sales Reps
How to Identify Appointment Denials
Change Email
How can I locate proof of delivery and other documentation in the MedFlow IO portal?
Understanding Appointment Statuses in the Portal
How to Find Commissions
Confirming a Patient Has Been Received in MedFlow (Before They Appear on the Schedule)
How To Upload Patient Demographics
How should procedures and patient demographics be managed for scheduling in MedFlow IO?
Checking Appointment History
Rescheduling an Appointment
Adding Notes to Appointment
Adding a Provider (For Admin Use Only)
Managing Contacts in the Portal
Managing a Provider’s Profile, Locations, and Procedures
Managing Practices in the Portal
Managing Medical Claims
Accessing Claim Payments
Managing Orders
Navigating the NPI Search
Adding Insurance to a Patient’s Profile
Navigating Patient's Dashboard
Creating Orders with Wound Assessment
Managing Wound Assessments
Accessing the HCFA 1500 Form
Generating Claim Lines for Orders
Creating New Users
Creating Prior Authorization Documentation