CareStack: User Resource Center Help Center home page
Community Submit a request
Sign in
  1. CareStack: User Resource Center
  2. The CareStack Way

The CareStack Way

The CareStack Way is a collection of standardized best practices designed to help you use CareStack effectively, consistently, and with confidence. Each article provides recommended workflows, operational guidance, and proven approaches that promote accuracy, efficiency, and a consistent user experience across your practice.

Pre-Arrival
  • Online Appointment Booking
  • Appointment Preparations Expanded Workflows
  • Appointment Scheduling Workflow in CareStack
  • Refer in Pre-Arrival
  • Referral Form
  • Referral Hub
See all 8 articles
Patient Arrival
  • Checking In With The Scheduler
  • Patient Tracker
  • Collecting Payment at Check-In
Patient Communications
  • Patient Engagement Campaigns
  • Patient & Office Chat Space
Treatment
  • Clinical Intake & Patient Charting
  • Clinical Documentation Using Care Notes
  • AEKA Imaging Templates
  • AEKA Image Acquisition
  • AEKA View & Diagnose Images
  • DoseSpot Prescription Management
See all 9 articles
Post -Treatment
  • Processing Treatment & Patient Checkout
  • Pre-Collecting for Large Case Procedures
  • Online Payments & Text-to-Pay Workflow
  • Scheduling Next Appointments & Family Recare
  • Reputation Management
  • Referral Tracker
See all 8 articles
RCM
  • Creating Claims
  • Claims Follow-Up Expanded Workflows
  • Navigating the Ledger Expanded Workflows
  • Insurance Payment Posting
  • Patient Statements
  • Pre-Authorization
See all 8 articles
Reporting
  • Payment Log Report Expanded Workflows
  • Daily Journal Report Expanded Workflows
  • Insurance Pending Procedures Report Expanded Workflows
  • Missing Transaction Report Expanded Workflows
  • Walkout Balance Report Expanded Workflows
  • Aging Report Expanded Workflow
See all 9 articles
CareStack: User Resource Center