Quick access to Phase 2 documentation cards
Setup
System configuration, preferences, and settings
EBDSI
Evidence-based insights, rule authoring, and note-aware clinical gap review
Reports
Analytics, reporting tools, and data visualization
Prior Auth
Authorization request management and tracking
Referral Management
Referral tracking, coordination, and management
Appeal Management
Appeal worklist, details, documents, due-date settings, and letter flow
Patient Eligibility Response Enhancements
Enhanced eligibility verification and response details
Workflow Automation
Automated processes, triggers, and system workflows
Template Builder
Template builder and section designer documentation
Self-Scheduling
Online patient self-scheduling and appointment booking
CRM — Automation & Campaigns
Phase 2 of the CRM module: workflow-style automation builder and multi-channel campaigns with side-by-side compare
Letter Builder
Create and manage patient letters with a full word-processor — merge fields, rulers, headers, footers, and one-click print
Form Builder
Design and publish patient forms with a drag-and-drop builder — 30+ field types, audience controls, e-signatures, and submission tracking
Kno2 — External Records
External records retrieval workflow — HIE record search, transmit demographics, duplicate matching, and reconciliation
Card Views
Card-view layouts for every Home tab grid — appointments, patients in office, televisits, notes, labs, encounters, tasks, and support
Televisit
Virtual visit experience — incoming call card, waiting-room pill, connecting state, draggable in-call window with chat, multi-party invite, effects & virtual backgrounds, and the Patient Encounter backdrop