Getting Started

• Creating browser bookmarks
• Dashboard overview
• Getting started on day one
• Provider office workflow
• User preferences

For private offices only

• Log in and change password
• MFA pre-enrollment
• TWAIN driver installation

Creating a Case

• Add multiple procedures
• Create a case
• Find a procedure
• Working with QuickPicks

Adding Documents

• Scan a document – Richo
• Upload and scan documents

Managing a Case

• Create and remove filters
• Empty appointments
• Patient unavailability | video
• Print Booking Form
• Remove from the waitlist
• Search Cases in SWIM
• Secure messaging
• Send to PSS – no surgical date
• View and manage waitlist

Reports

• Case Selection Builder | Video

Scheduling a Case

• Add patients to blocks
• Building surgery blocks
• Cancel and reschedule surgical dates
• Edit or delete surgery blocks
• Generic Provider Slates
• Sana slate
• Scheduling a double day
• Women’s Procedure Room Slate