ThoroughCare

How to use the Bulk Actions Dropdown on the Worklist

Bulk Actions Dropdown

Using Patient Flags

Using the Risk Levels Page and Identifying Patient Risk

Practice Risk Levels

How to use the Insurance Coverages Page and Sort by Insurance Coverage

Using Insurance Coverages

Users can customize the position of worklist columns on Program pages as well as on Billing and Claims.

Configurable Ordering of Worklist Columns

Jake Ratkovich

Worklist Features

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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