SWIM Resources for Surgical Office Assistants, Medical Office Assistants, etc.

Getting Started

• Getting started on day one
• Creating browser bookmarks
• User preferences

For private offices only

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

Create a Case

• Create a case
• Working with QuickPicks

Managing a Case

• View and manage waitlist
• Building surgery blocks
• Edit or delete surgery blocks
• Create and remove filters
• Secure messaging
• Remove from the waitlist