CareStack User Guide

Scheduler

• Scheduler Fundamentals
• Booking & Managing Appointments
• Patient Tracker
• Filling Open Slots: Short Call, Reschedule Queue & Recalls
• Providers, Operatories & Production Calendar
• Scheduler Setup: Time & Calendar Configuration
• Scheduler Setup: Filters, Flags & Statuses
• Labs & Printing

Clinical

• Charting Fundamentals
• Perio Charting
• Care Notes
• Treatment Plans
• Procedure Codes, Fees & Billing
• Prescriptions
• Imaging & Third-Party Integrations
• Clinical Cases, Referrals & Recalls
• Lab Cases, Implants & Patient Measurements

RCM

• Claims
• Ledger
• Insurance Payments
• Insurance Plans & Eligibility
• Patient Payments
• Ortho Billing
• Statements
• Collection Payments
• Billing Configuration
• Fee Schedules & Contracts

Reporting & Analytics

• Reports
• Analytics
• Metrics
• List Generation
• Payroll

Referrals

• Refer In
• Refer Out
• Referral Portal

Patient Services

• Patient
• Online Appointment Portal
• Patient Connect
• Patient Portal
• Patient Messaging
• IRIS
• Office Wizard
• Document
• Medical History Forms
• Medical Alert

Patient Engagement

• Campaigns
• Reputation Management
• Correspondence

CS Membership

• Plan Setup & Enrollment
• Payments & Billing
• Discounts & Ledger

CS Pay

• Onboarding & Documentation
• Payments & Transaction
• Configuration & Support

General

• User & Access Management
• Location & Practice Setup
• Browser & Third-Party Integrations
• Tasks & Time Tracking
• Support & Getting Started
• Miscellaneous Settings

Security

• Security