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Index UI Documentation Phase 1

Phase 1 Phase 2

Quick access to all of the tabs of New UI Screens

Home

Dashboard and overview features for the EHR system

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Patients

Patient records, profiles, and management features

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Scheduling

Appointment scheduling and calendar management

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Billing

Invoicing, payment processing, and financial management

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CRM

Leads, contacts, tasks, templates, and communication tracking

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AI Agent

Autonomous agent to streamline EHR workflows

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Cashpay

Direct payment processing and cash transactions

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