CareStack User Guide
Explore advanced functionalities and features aimed at boosting practice efficiency, fostering seamless communication, and elevating patient care standards.
Scheduler
- Explore the Patient Tracker Compressed View
- Utilize the Patient Tracker Expanded View & Configure Audio Notifications
- Deactivate a User or Provider
- Create and Assign Appointment Flags
- Manage Tele Appointments in CareStack
- 'Check Out' Patient Appointments in CareStack
Clinical
- Activate Provider and Initiate IDP & TFA for Dosespot
- Voice Perio: Perio Charting with Voice Commands
- Add a Custom Dentition for a Specific Age Range
- Set Up Maximum Discount for Treatments
- An Overview of Clinical Cases
- View Statistics in Perio Chart
RCM
- Elevate Your Billing with Advanced Statement Templates
- Alphaeon Credit Integration
- An Overview of Provider Tagging to Receipts
- Statements - Advanced Template & Envelope Recommendation
- Upgrade to the Advanced Statement Template
- Overview of Unapplied Credit Management
Reporting & Analytics
- Generate the Refer Out (Internal Referrals) Report
- Generate Implant Tracker Report
- Metric Library
- 5.42 Metric Logic Updates
- Overview of Gross and Net Production Metrics
- Overview of Gross and Net Collection Metrics
Referrals
- Send Treatment Report
- Track Patient Referrals on the Referral Tracker
- Fill Out a Referral Form
- Manage Referral Portal
- Create a New Referral Form
- Manage Referrals in Referral Hub
Patient Services
- Mark a Patient as Inactive - Do not Publish
- Create Custom Link for a Provider or an Appointment Reason
- Reserve Appointments with CareStack’s Google Integration
- Google Analytics Integration for Online Appointment Bookings
- Merge Duplicate Patients in CareStack
- Book an Appointment on the Online Appointment Portal
Patient Engagement
- Utilize Forms Reminder Campaign
- Create and Manage Templates in Reputation Management
- Create and Manage Survey & Review Automations
- Enable Permissions for Reputation Management
- Send a Manual Survey or Review Request
- Configure Reputation Management Settings
CS Membership
- All About CS Membership Portal
- Create a New Membership Plan on CS Membership Portal
- Edit or Deactivate an Existing Membership Plan
- Sign Up a Patient on CS Membership
- CS Membership Profile Permissions
- Actions Required After Patient Sign up on CS Membership Portal
CS Pay
- CS Pay - Configuration, Troubleshooting & Other Actions
- FAQs for CS Pay
- Explore the CS Pay Portal Features
- Document Upload Requirements in CS Pay Portal
- Requirements for Uploading Ownership Documents in CS Pay
- Requirements for Uploading Company Documents in CS Pay
General
- Enable the Required Chrome Permissions for CareStack Link
- IRIS Imaging Integration
- All About the Ortho Plan Control Center
- All About Location Deactivation
- All About Location Assignment
- Patient Search Scope Configuration