Amazing Charts Inbox Setup Checklist

Location: Admin

Setup Steps for the Inbox

□Define Practice Information

□Define Practice Settings

□Rename Tags

What are Tags

□Add Users

□DirectTrust Activation

What is DirectTrust

□Add Queues (optional)

What are Queues

□Add Templates (optional)

□Install Updox Central 

□Install Amazing Charts Plugin

□Map Amazing Charts Users

Setup Steps for the Patient Portal

□Define Portal Settings

□Add Forms (optional)

Setup Steps for the Patient Portal Scheduling (upgrade feature)

□In Scheduling under the Rules tab, define your time zone, calendar sync, patient notifications, and patient self-scheduling.

□In Scheduling under the Appt. Type tab, define your appointment types.

□In Scheduling under the Templates tab, define your own email templates (optional).

□In Scheduling under the Calendar tab, define a calendar for each provider.