Scheduling, Custom Fields & Patient Outreach

Updated on July 29, 2026 | 01:53 PM – CST

The scheduling and other tabs cover the last pieces of setup.

This video covers scheduling reasons and their durations, custom fields for tracking your own information, and inventory for keeping tabs on supplies and stock.

You'll also see how automation builds your patient outreach, with events, workflows, and groups behind your reminders, confirmations, and follow-up campaigns.