What are the most commonly used workflows in Luminello?

Here's a list of the most common workflows in Luminello and how to use them in your practice: 

Workflows 101 

  1. Navigating quickly throughout Luminello
  2. Inviting patients/clients to create a portal account
  3. Billing and charging for a session while composing or editing a note 
  4. Billing for a session before signing a note
  5. Booking, canceling and rescheduling an appointment
  6. Sending messages to patients/clients
  7. Submitting insurance claims
  8. Creating and sending billing statements and superbills
  9. Creating invoices
  10. Charging credit cards

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.