MedFlow IO

This guide explains how to cancel or delete an appointment in the MedFlow IO portal. This process requires Team Leader approval before any changes are made.

Cancelling an Appointment

This guide explains how to save a new patient in the MedFlow IO portal when a demo file cannot be read or does not match an existing patient profile.

Saving a New Patient in Portal

Steps to update a patient's address or other information in the MedFlow IO portal, ensuring accurate patient records

Updating Patient Information in the MedFlow IO Portal

How to create an order within the portal application.

Creating an Order

How to create, manage, and track authorizations in the portal for appointments and orders.

Create, Manage, & Track Authorizations

Appointment Module Update for Sales Reps – May 31, 2025

Using the New Appointment Schedule for Sales Reps

Portal walkthrough on how to understand why appointments are denied.

How to Identify Appointment Denials

This article will be about how to change your email inside the MedFlow IO portal.

Change Email

How can I locate proof of delivery and other documentation in the MedFlow IO portal?

Each status in the portal shows where an appointment stands and what action, if any, is needed. Here's a quick guide:

Understanding Appointment Statuses in the Portal

Simple way to view the commissions for sales reps and the payout related information.

How to Find Commissions

Use this guide to quickly verify that MedFlow IO has received your demographics, if they do not appear on the schedule or list.

Confirming a Patient Has Been Received in MedFlow (Before They Appear on the Schedule)

How to upload patient demographics to MedFlow IO

How To Upload Patient Demographics

How should procedures and patient demographics be managed for scheduling in MedFlow IO?

How to view a patient’s past and upcoming appointments.

Checking Appointment History

This process outlines how to properly reschedule a patient appointment by cancelling and deleting the incorrect entry, then using the standard scheduling workflow to create the correct one.

Rescheduling an Appointment

Steps to add internal or provider notes to an existing appointment.

Adding Notes to Appointment

This guide helps Practice Admins set up and configure a Provider Portal, ensuring providers have access to patients, appointments, claims, and revenue management.

Adding a Provider (For Admin Use Only)

This guide explains how Practice Admins and authorized users can add new contacts and update existing ones to ensure accurate information is maintained in the system.

Managing Contacts in the Portal

This guide explains how to manage a provider’s profile, add and update location mappings, and assign procedures.

Managing a Provider’s Profile, Locations, and Procedures

This guide explains how to manage all aspects of a practice within the portal, including practice details, members, relations, locations, and pricing.

Managing Practices in the Portal

This guide explains how to manage claims within the MedFlow IO portal. It covers how to access claims, review claim request details, check payer responses, and resubmit claims when necessary.

Managing Medical Claims

This guide explains how to access and review Claim Payments in the MedFlow IO portal. The Claim Payments section allows users to track payments received from different payers and reconcile…

Accessing Claim Payments

This guide provides detailed instructions for managing orders in MedflowIO.

Managing Orders

The NPI Search feature allows users to look up providers using their NPI number, name, taxonomy, or location details.

Navigating the NPI Search

This process explains how to add, verify, and manage insurance information within a patient’s profile in Medflow IO.

Adding Insurance to a Patient’s Profile

This guide explains how to navigate and manage key sections within a patient’s dashboard in Medflow IO.

Navigating Patient's Dashboard

Learn how to create orders using the updated form in MedFlow IO, which now includes an optional comorbidities section and a switch to activate wound assessment details.

Creating Orders with Wound Assessment

The Wound Assessment feature in MedFlow enables providers to document incision care, comorbidities, and dressing recommendations through either voice dictation or manual entry.

Managing Wound Assessments

How to generate and download the HCFA 1500 claim form from the order documents page.

Accessing the HCFA 1500 Form

How to generate claim lines for individual and bulk orders, and properly update their status.

Generating Claim Lines for Orders

This guide explains how to create new user accounts in MedFlow IO, including selecting the appropriate organization and role types.

Creating New Users

This guide explains how to generate Prior Authorization documentation for patient orders directly in MedFlow IO.

Creating Prior Authorization Documentation

This guide walks you through how to access an organization’s settings and understand each section within the Practice Dashboard.

Managing Organization (Practice) Dashboard Details

Managing Organization (Practice) Members & Relations

This guide will help you navigate and manage portals.

Managing Organization (Practice) Portals

Managing the Organization (Practice) Enrollments

Managing the Organization (Practice) Services

Luke Longo

AJ Gildin

Regina Arbolante

User Guides

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.