Patients
View The Activity Log and Create Notes in the Patient Card
The patient card makes it easy to manage a patient’s details all in one place. Here is how to view your patient notes. Please keep in mind that the notes feature is only available if the Practice Analytics module is enabled. To open up a patient’s ...
Check the Unscheduled Family Members Associated with a Patient
The patient card makes it easy to manage a patient’s details all in one place. Here is how to view the family members associated with a patient: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top ...
Check the Unscheduled Production for a Patient
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see the unscheduled production for a patient: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of ...
Check the Remaining Benefits of a Patient
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see the remaining benefits of your patient: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any ...
Check a Patient's Appointment Information
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see a patient's appointment information: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any ...
Check a Patient's Outstanding Adit Pay Balance
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see a patient's outstanding balance from Adit Pay: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top ...
Check a Patient's Outstanding Balance from the EHR
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see a patient's outstanding balance from the EHR: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top ...
Create Follow Ups from the Patient Card
The patient card makes it easy to manage a patient’s details all in one place. Here is how to create a follow up from the patient card: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any ...
Send Form Reminders from the Patient Card
Here is how to send a form reminder from the patient card: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page within the Adit platform. Select the patient from the list of suggested ...
Assign Forms From the Patient Card
The patient card makes it easy to manage a patient’s details all in one place. Here is how to assign a form from the patient card: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page ...
View the schedule synced from your EHR software
When your EHR software is integrated with your Adit platform, it automatically syncs your schedule to ensure that all of Adit's modules can function and trigger notifications properly. It also conveniently allows you to view your synced schedule on ...
Create and manage patient segments
Patient segments allow you to generate lists of patients that meet a desired set of criteria. You can then use these lists to send bulk messages, i.e. to prompt them to book an appointment or to share important news about your practice. To create a ...
Find patients who are overdue for recall
It’s important to keep track of patients who miss their scheduled recare, as that is lost revenue for your practice. Adit provides you with two easy ways to view a list of overdue patients - in the Practice Analytics module, and in the Patients ...
Search for a patient
Search for a patient from any page within the Adit platform using the Patient Search field at the very top of the page. Simply click in the search field and start typing the patient's name. The field will automatically search as you type and suggest ...
Popular Articles
A Guide to Managing Users and Their Access
The Adit platform makes it easy for you to invite users, manage their permissions, and control access points across multiple applications and locations. You will need to understand the 4 key roles a user can be added as in the Adit platform. Owner: ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Send an eFax
Adit’s eFax feature uses your email to send and receive faxes so that your office can take one more step towards being paperless. In order to send an eFax from your office, your outgoing email needs to be set up and verified. Sending an eFax. You can ...
How to Create A Form
Creating patient forms for your practice provides a great level of customization and allow for mapping to specific patient information such as basics like first and last name, and can range to updating medications and allergies tied to the patient ...