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6. Marketing & Growth
Digital signage management, promotional asset schedules, patient engagement campaigns, and public communication rules.
1. Clinical Operations
Patient onboarding, clinic workflow policies, intake rules, customer service standards, and clinical documentation guidelines.
2. Travel Medicine & Risk Analytics
Destination risk assessment procedures, vaccination protocols, health advisory guidelines, and auditing workflows.
7. Sysadmin & IT Infrastructure
User access controls, data security baselines (such as mandatory 2FA), hardware setups, server hosting configurations, and emergency IT runbooks.
CTM Concierge
Internal tracking tool that supports lead tracking, patient outreach and appointment follow-up processes.
July 15 - Stop Rewriting: Automate Your Clinical Documentation
This webinar covers updates to clinic administration tools and demonstrates how practitioners can streamline their documentation through chart note macros and letter templates.Recent System Updates Patient Chat Enhancements: Updates to appointment confirmation...
July 22 - JComm: Custom Reminders, Instant Sends, and Newsletter Design using CanvaNew Page
The video provides an overview of recent system updates and demonstrates advanced techniques for automating patient communication using JCOM.System Updates Charting Enhancements: Practitioners can now set a default chart template and enable multiple templates ...
PS Suite
Office workflow knowledge regarding PS Suite.
PS Suite EMR: Restoring a Missing Desktop Shortcut
Occasionally, the desktop shortcut for PS Suite EMR may go missing from a Windows workstation. When this occurs, it can cause unnecessary workflow interruptions for staff. Generally, a missing shortcut can be attributed to one of two common scenarios: Accident...