The everyday essentials
Start with the work you know. Keep the daily work of your practice connected, from the first inquiry to the clinical record.
Explore current capabilities below. See what’s planned →
Scheduling Bring the next visit into focus.
Plan the visit around the patient, provider and service, with appointment emails linking directly to video visits.
medspot Schedule and join a video visit ▶ Play · 0:36 Recorded workflow · click to play the full tutorial. Service and provider selection The right context for each visit Patient, provider and service details stay together, giving your team a shared starting point for appointment planning.
Patient appointment invitations A clear invitation to care Appointment emails put visit details in the patient’s hands and connect them with the video-visit workflow.
Appointment emails with a direct link to join your video visit An easier path into the visit A direct join link in the appointment email gives patients a clear route into their video visit.
Charting Keep the patient’s story together.
Bring notes, vitals and patient history into the clinical record.
medspot Save vitals and SOAP notes ▶ Play · 0:44 Recorded workflow · click to play the full tutorial. Encounters with SOAP notes and vitals One record of the encounter Vitals and SOAP notes stay with the encounter, bringing observations and clinical documentation together for review.
Medical history, allergies with severity, immunizations A fuller picture of the patient Medical history, allergies and immunizations provide context for the team reviewing the patient’s chart.
Lab orders Laboratory requests with context Lab-order records stay within the encounter, keeping the request connected to the patient’s documentation.
Emergency contacts and insurance details Supporting details close at hand Emergency contacts and insurance information remain with the patient record, ready for the team when needed.
Billing and inventory See the work behind every service.
Explore billing, packages and inventory alongside your practice’s clinical work.
medspot Create a product with opening stock ▶ Play · 0:44 Recorded workflow · click to play the full tutorial. Packages and discount codes Clear terms for your offers Package prices, session counts, validity and dated discounts keep the terms of each offer organized.
Products and opening stock A clear starting inventory Product records and opening stock quantities give the team a documented starting balance.
medspot Manage leads and create a patient ▶ Play · 1:20 Recorded workflow · click to play the full tutorial. Lead source and conversion tracking Continuity from inquiry to patient Lead details carry into the patient record, preserving context as an inquiry becomes part of the practice.
Bulk lead import with column mapping and duplicate review An organized start for new leads Column mapping and duplicate review help the practice bring incoming lead lists into a consistent structure.
A closer look
Follow the work around care. Actual product recordings, ready when you choose to play.
Clinical workflows and oversight Protocols Give the team a reusable starting point.
Keep named protocols, dosage and frequency together for your team.
medspot Explore a saved protocol template ▶ Play · 0:20 Recorded workflow · click to play the full tutorial. Named protocols with dosage and frequency A shared reference for the team Saved protocols keep medication, dosage and frequency details together as a reusable reference.
Oversight and delegation Make the handoff easier to review.
Bring roles, co-signatures and unfinished charts into the oversight workflow.
medspot Sign and co-sign a nurse chart ▶ Play · 1:12 Recorded workflow · click to play the full tutorial. Configurable delegation matrix (role × permission) Clear responsibilities across the team Role permissions make the clinic’s access boundaries visible, supporting a shared understanding of staff responsibilities.
Nurse chart signing and provider co-signature A visible clinical handoff Nurse signing and provider co-signature connect the encounter with its reviewers and recorded signer information.
Standing-order setup Defined delegation context Standing-order setup brings the protocol, practitioner and supervising physician together in one place.
Open-charts tracker Visibility into unfinished work Draft status, chart age and provider assignment help the team see which charts still need attention.
Pharmacy ordering Prepare pharmacy orders in the chart.
Pharmacy ordering is available today, alongside the patient context your team needs.
medspot Prepare a pharmacy order ▶ Play · 0:33 Recorded workflow · click to play the full tutorial. Ordering from the patient chart Pharmacy ordering with patient context Available pharmacy ordering keeps pharmacy and catalog choices alongside the patient chart as the team prepares an order.
Access and onboarding Security and privacy Keep access tied to the right role.
Explore patient privacy, account sign-in and clinic-defined access.
medspot Find the patient privacy controls ▶ Play · 0:16 Recorded workflow · click to play the full tutorial. Patient privacy controls Discretion during chart review Masked contact details keep patient information concealed until the password-confirmation step for access.
Multi-factor sign-in for physicians An additional sign-in check Authenticator-based sign-in adds an account verification step before access to the workspace.
Role-based access set by the clinic Access aligned with staff responsibilities Clinic-defined roles and delegation permissions connect each team member’s access with their responsibilities.
Onboarding and migration Give your team a clear first step.
Bring patient data into the workspace and help each team member find their role.
medspot Invite staff and manage delegation ▶ Play · 1:24 Recorded workflow · click to play the full tutorial. Prescriber application requirements Clarity before joining the practice Visible practice and NPI requirements help prescribers understand the information their application needs.
Staff invitations A defined role from the start Role-based staff invitations give new team members a clear starting point for access to the practice.
Patient import from a spreadsheet template Patient information ready for continuity Spreadsheet mapping, previews and duplicate review help organize existing patient records for the practice’s workspace.
Website Help Center: videos and FAQs Guidance when the team needs it Searchable answers and relevant tutorials support the next task in the website Help Center. Open the Help Center →
Keep exploring. Find full tutorials, step-by-step instructions, and searchable FAQs.
Recording and music credits Arthur narration. Music by Scott Buckley , licensed under CC BY 4.0 : Simplicity, First Snow, Helios, Castles in the Sky, Reverie and Reawakening. Recordings and music are excerpted; music is trimmed, faded and level adjusted. The full tutorials retain their original recordings.