Practice admin cheat sheet

One page. Everything you own across a typical day, week, and month.

Start of day

Task Where Shortcut
Check action items and SLA breach alerts Dashboard → right panel → Action Items
Review fax queue age (target: zero > 24 h) More (Fax)Fax Review Queue
Verify all providers are marked On Duty Fleet Calendar → day view → provider swim lanes
Switch facility context Header → facility name pill → select facility

Use ⌘K / Ctrl+K (Quick Jump) to navigate to any patient, visit, page, or facility without touching the sidebar.

Daily tasks

Task Where
Approve pending referral assignments Referral IntakeReady for Assignment column
Confirm no appointments on archived patients Fleet Calendar → check for Archived patient badge
Review credential expirations due this week HR & ComplianceCredential Tracker
Check for unanswered Team Chat pings Team ChatConversations
Monitor IVR queue — flag any stalled requests Inventory ManagementIVR Tracking

Keyboard shortcuts

Shortcut Action
⌘K / Ctrl+K Quick Jump — patient, visit, facility, page
⌘/ / Ctrl+/ Help for the current page
⌘S / Ctrl+S Save draft on any editable form

SLA targets to monitor

Metric Target Where
Fax queue age Zero faxes > 24 h More (Fax)Fax Review QueueSLA Breach Timer column
Referral-to-schedule time < 24 h from referral created Referral Intake → kanban → Ready for Assignment
Unbilled encounters Cleared within 72 h of visit signature BillingWork QueueReady preset
ERA posting Auto-posted; reconcile unmatched within 24 h BillingERA / Payments (/era-eob)
Credential expiry notices Actioned same day HR & ComplianceCredential Tracker

Weekly tasks

Task Where
Run the Claims report BillingReports CenterClaims Reports
Run the Account Receivable report; flag aged balances BillingReports CenterAccount Receivable Reports
Scan the operational Heat Map (patients vs. clinicians) Oversight CockpitHeat Map
Audit inactive practices CRMPractices → filter by activity
Verify inventory PAR levels are current Inventory ManagementMain Inventory

Monthly tasks

Task Where
Review revenue geography (Revenue by Zip) Oversight CockpitHeat MapRevenue by Zip
Export billing reports (Claims, Insurance Payment, Charges) BillingReports Center
Archive or close non-admit referrals Referral IntakeNon-Admit column → Archive
Validate facility user roster is current HR & ComplianceFacility Users

Inviting and onboarding new users

  1. Go to HR & ComplianceNew Employee Onboarding.
  2. Complete the single New Employee form (Basic Info; Provider Details appear for clinical roles). There is no multi-step wizard.
  3. Assign one or more facilities (multi-facility selection is supported).
  4. Save to create the account.
  5. Verify their permissions in AdministratorOrganization Role Config.

The Administrator → Organization Role Config matrix controls what each role can see and do across all modules. Test a new role in the demo environment before applying it to production users.

Facility switching

Troubleshooting

Symptom Likely cause Fix
Provider not appearing in Fleet Calendar Provider not marked On Duty or facility mismatch HR & Compliance → Facility Users — confirm facility assignment
Referral stuck in Info Needed Missing demographic or insurance field Open referral → Details tab → fill flagged field
Claim in Needs Info status Missing modifier or diagnosis pointer Billing → Claims → open claim → follow rule-engine flag
Credential expiry banner on Dashboard Credential nearing expiry HR & Compliance → Credential Tracker → upload renewal
Archived patient appeared in scheduling Legacy appointment predating the archive fix Cancel appointment; confirm patient is archived in All Patients
ESC