Conversion to patient, lost reasons, win-back sequences — hoopoe EMR — hoopoe EMR Docs

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- Setting up your clinic, start to live
- Five-minute tour of the dashboard
- Which features fit your clinic
- Two-week onboarding plan, in order, with what to do on each day
- Start here, pick your role

- Check-in & patient flow
- Patient journey from check-in to discharge, per role
- Coming soon
- Group classes, parallel chairs, standing recurring appointments
- Configuring booking policy at the tenant level
- Setting up provider availability for the booking calendar
- Tablet kiosk, reception kiosk and in-room flows
- Designing consent templates and capturing signatures the audited way
- Coming soon

- Coming soon
- Aesthetic chart, photos, injection map, units per area, consent
- Coming soon
- Your day in My Panel, queue to close
- Coming soon
- The clinician inbox, one screen for everything that needs your attention
- Disease pathway builder, multi-step structured programs without code
- Coming soon
- Mental health clinic, from intake to long-term care with safety nets
- Coming soon
- Clinician cohort dashboard, the exception-based caseload view that surfaces the patients who need you today
- Coming soon

- Start here, choosing the right catalog type
- Services
- Sales Packages
- How to create a sales package
- How Catalog and Inventory connect
- Catalog setup for correct costs and margins

- Sales reports
- The 8 sales reports every owner should read and what each tells you
- Refunds & credit notes
- Refunds and credit notes, when to use which and what fires downstream
- Configuring the billing layer at the tenant level
- Coming soon
- Building coupons and applying discounts the audited way
- Gift cards
- Coming soon
- Fee schedules per payer, cash vs insurance vs corporate vs VIP
- Coming soon
- Coming soon
- Building a quote, sending it, converting to invoice
- Coming soon
- Running the cash drawer end of day, the daily integrity check
- Coming soon
- Statements and AR aging, the collection rhythm
- Coming soon
- Sending a payment link, the patient pays without coming back

- Products & catalog
- Vendors & purchases
- From purchase request to vendor payment, the procurement cycle that holds together

- Team Members
- Provider leaving the clinic, transfer of care end to end
- Check-in / Check-out
- Rolling out staff attendance. full setup
- Shifts & rosters
- Setting branch hours and per-member availability
- Coming soon
- Coming soon
- Time off
- Leave requests and approvals, the full loop
- Teams, what they are and how to use them
- My Panel, the provider's working surface

- Campaigns
- Running a campaign from segment to ROI
- Loyalty & wallet
- Cashback, points, wallet, gift vouchers, how it all works end to end
- Reviews
- Coming soon
- Raffles

- Coming soon
- Owner daily dashboard, the 9-AM glance for clinic owners

- Branches
- Running a multi-branch clinic, what is shared, what is isolated, how staff move between
- Roles & permissions
- Designing roles right, custom roles, field masking, branch scope
- Notifications
- Channels, routing, fallback, quiet hours, what fires when
- Documents

- WhatsApp Business
- Stripe
- Telehealth — manual meeting link on a session
- Telehealth — advanced features (coming soon)
- Public API, webhooks, Zapier and Make recipes
- Coming soon
- Tap Payments

- Receptionist, your role and your day
- Your DHA compliance duties (Receptionist)
- Provider, your role and your day
- Your DHA compliance duties (Doctor / Nurse / Provider)
- Coming soon
- Your day as a sales rep, in 10 steps
- Coming soon
- Your day and your month as the clinic accountant
- Owner, what only you can do
- Your DHA compliance duties (Owner / Manager)

Conversion to patient, lost reasons, win-back sequences — hoopoe EMR — hoopoe EMR Docs