Patients

Add / Edit / View

• Adding New Patients in Cloud 9
• New Patients that are Relatives to Existing Patients

Relationships

• Siblings not linked to each other or to the Same Responsible Party

Insurance

• Payor Codes

To-Dos

• To Do's By Date Range Report
• Automated To-Do's
• Utilizing To-Do's for Employee Reminders

Document Cabinet

• Navigating the Document Cabinet
• Import / Acquire

Patient Comments and Alerts

• Patient Comments

Setup Items

• Gender
• Languages
• Postal Codes
• Schools
• Titles