Smartcare Overview

Welcome to Smartcare!

We created these videos as part of Onboarding to give you an overview of what daily operations will be like once you've made the switch. Please have everyone in your organization watch the videos below prior to the scheduled Training call with your Customer Success Manager. This will allow us to use the call to go over specific questions and scenarios you would like to see without spending too much time on the basics.

1. Front Office - Pre Appointment:

Create a Contact, Schedule an Appointment, Intake Form, Notice of Privacy Practices, Insurance Policy

2. Provider - Appointment Documents:

Hearing Test, Service Sheet, Purchase Agreement

3. Front Office - Post Appointment:

Create an Invoice, Create a Payment, Tracking