Manage standard list items

Add or modify a reason for ceasing medication

Describes how to add, edit, or remove Reasons for Ceasing Medications in Setup > Configuration > Lists.

Add or modify a contact category

Describes how to add, edit, or remove Contact Categories in Setup > Configuration > Lists.

Add appointment types and cancellation reasons

Describes how to add, edit, or remove Appointment Types and Cancellation Reasons in Setup > Configuration > Lists. Appointment book types tell the user what should be booked in that slot, as well as set the default appointment length and icon.

Add or modify contact note reasons

Describes how to add, edit, or remove Contact Note Reasons in Setup > Configuration > Lists. Contact note reasons are used to indicate why a patient was contacted by the practice.

Configure Visit Types

Describes how to add, edit, or remove Visit types in Setup > Configuration > Lists. The visit type refers to the location where the visit occurred, or if the visit was not in person, the method it was delivered through, for example, Hospital or Telehealth.