# Carepatron Help Center > Carepatron Help Centre ## English ### Getting Started with Carepatron - [New to Carepatron?](https://help.carepatron.com/en/articles/9894021-new-to-carepatron.md): Read our quick setup guide - [Getting started with scheduling](https://help.carepatron.com/en/articles/9777239-getting-started-with-scheduling.md): How can I set up my schedule and availability? - [Getting started with client records](https://help.carepatron.com/en/articles/9791850-getting-started-with-client-records.md): How do I set up my client records? - [Getting started with billing](https://help.carepatron.com/en/articles/9787512-getting-started-with-billing.md): How can I set up payments with Carepatron? - [Getting started with Inbox](https://help.carepatron.com/en/articles/9774252-getting-started-with-inbox.md): How do I set up my inbox? - [Getting started with your team](https://help.carepatron.com/en/articles/9859673-getting-started-with-your-team.md): How do I set up my team? - [Getting started with templates](https://help.carepatron.com/en/articles/9868145-getting-started-with-templates.md): How can I get started with templates? - [Getting started with Carepatron Telehealth](https://help.carepatron.com/en/articles/9875842-getting-started-with-carepatron-telehealth.md): How do I set up telehealth? - [Get help from Carepatron!](https://help.carepatron.com/en/articles/12963312-get-help-from-carepatron.md): Getting help from Carepatron - [Create your Carepatron account](https://help.carepatron.com/en/articles/14993461-create-your-carepatron-account.md): How can I sign up to Carepatron? - [Getting started with Insights and Reporting](https://help.carepatron.com/en/articles/15546103-getting-started-with-insights-and-reporting.md): Does Carepatron have a reporting feature? - [Setting up your Carepatron workspace](https://help.carepatron.com/en/articles/15918354-setting-up-your-carepatron-workspace.md): A guided five-step checklist to get your practice ready from day one ### Appointment Scheduling & Calendar - [Enabling online booking](https://help.carepatron.com/en/articles/6902154-enabling-online-booking.md): How do I enable my clients to book online? - [Managing your availability](https://help.carepatron.com/en/articles/6844545-managing-your-availability.md): How do I manage my availability? - [Drag and drop appointments in your calendar](https://help.carepatron.com/en/articles/6828374-drag-and-drop-appointments-in-your-calendar.md): How do I drag and drop appointments in my calendar - [Show when you’re out of office \(OOO\)](https://help.carepatron.com/en/articles/6827811-show-when-you-re-out-of-office-ooo.md): How do I create an out of office? - [Schedule an appointment](https://help.carepatron.com/en/articles/6381813-schedule-an-appointment.md): How do I schedule an appointment? - [Sync calendar](https://help.carepatron.com/en/articles/6379265-sync-calendar.md): How do I sync my calendar? - [Setting up appointment reminders](https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders.md): How do I set up or customize appointment reminders? - [Embed an online booking link on your website](https://help.carepatron.com/en/articles/7046273-embed-an-online-booking-link-on-your-website.md): How do I embed a booking link on my website? - [Change calendar time zone and language preference](https://help.carepatron.com/en/articles/8627893-change-calendar-time-zone-and-language-preference.md): How to change the time zone of my calendar? - [Customizing calendar view](https://help.carepatron.com/en/articles/8729209-customizing-calendar-view.md): How do I change my calendar view? - [Appointments and Calendar Event Types](https://help.carepatron.com/en/articles/9829655-appointments-and-calendar-event-types.md) - [Exporting Appointments](https://help.carepatron.com/en/articles/9953829-exporting-appointments.md) - [Customizing my Carepatron Calendar](https://help.carepatron.com/en/articles/10216507-customizing-my-carepatron-calendar.md) - [Setting up custom repeating appointments](https://help.carepatron.com/en/articles/10514327-setting-up-custom-repeating-appointments.md): How do I set up repeating appointments? - [Troubleshooting availability issues](https://help.carepatron.com/en/articles/10518259-troubleshooting-availability-issues.md): Why is my availability not showing in the booking page? - [Custom appointment statuses](https://help.carepatron.com/en/articles/11656318-custom-appointment-statuses.md): How do I customize appointment status? - [Client address selection for appointments](https://help.carepatron.com/en/articles/11925042-client-address-selection-for-appointments.md): Can I use client address for appointments? - [Setting up a program](https://help.carepatron.com/en/articles/12251746-setting-up-a-program.md): How do I set up scheduling for my workshop or multi-session group programs? - [Track client appointment history](https://help.carepatron.com/en/articles/12679058-track-client-appointment-history.md): Where can I see my client's appointment history? - [Why is my service description not showing up?](https://help.carepatron.com/en/articles/13326976-why-is-my-service-description-not-showing-up.md): Why is my service description not showing up? - [Use Round Robin team distribution for online bookings](https://help.carepatron.com/en/articles/13741089-use-round-robin-team-distribution-for-online-bookings.md): How do I automatically assign online bookings to my team based on availability? - [Apple Calendar Sync \(through Gmail/Outlook to Carepatron\)](https://help.carepatron.com/en/articles/14318133-apple-calendar-sync-through-gmail-outlook-to-carepatron.md): How do I sync Apple Calendar with Carepatron? - [Google calendar cross-workspace sync](https://help.carepatron.com/en/articles/14592460-google-calendar-cross-workspace-sync.md): Can I sync my Google calendar across several workspace? - [Carepatron booking page redesign](https://help.carepatron.com/en/articles/15242379-carepatron-booking-page-redesign.md): What does my booking page look like to my clients? - [Custom cancellation status](https://help.carepatron.com/en/articles/15256707-custom-cancellation-status.md): How does custom cancellation status work? ### Billing - [Online payments with Carepatron](https://help.carepatron.com/en/articles/6381761-online-payments-with-carepatron.md): How do I accept online payments with Carepatron? - [Processing cash or other payments](https://help.carepatron.com/en/articles/6381767-processing-cash-or-other-payments.md): How do I process cash or other payments? - [Customize invoice template](https://help.carepatron.com/en/articles/6379195-customize-invoice-template.md): How do I customize my invoice? - [Creating an invoice](https://help.carepatron.com/en/articles/6381699-creating-an-invoice.md): How do I create an Invoice? - [Customizing my invoice Logo](https://help.carepatron.com/en/articles/6381740-customizing-my-invoice-logo.md): How do I customize my logo on my invoice? - [How to export data for finance reconciliation](https://help.carepatron.com/en/articles/6381746-how-to-export-data-for-finance-reconciliation.md): How do I export my invoice and payment data? - [Creating Superbills](https://help.carepatron.com/en/articles/6646826-creating-superbills.md): How do I create an superbill? - [Editing a paid invoice](https://help.carepatron.com/en/articles/8546715-editing-a-paid-invoice.md): Can I edit a paid invoice? - [Setting up a Stripe account](https://help.carepatron.com/en/articles/8554391-setting-up-a-stripe-account.md): How do I set up my Stripe account? - [Edit Stripe Descriptor](https://help.carepatron.com/en/articles/8854781-edit-stripe-descriptor.md): How to edit Stripe descriptor? - [Accepting ACH payments \(US clients\)](https://help.carepatron.com/en/articles/9056674-accepting-ach-payments-us-clients.md): How do I accept ACH payments with Carepatron? - [What are billing items?](https://help.carepatron.com/en/articles/10504880-what-are-billing-items.md): Where can I see billing items? - [Refunding payments](https://help.carepatron.com/en/articles/10504537-refunding-payments.md): How do I refund my clients? - [Adding credit to a client's balance](https://help.carepatron.com/en/articles/10504755-adding-credit-to-a-client-s-balance.md): How can I issue a credit for an overpayment? - [Applying credit to invoices](https://help.carepatron.com/en/articles/10504342-applying-credit-to-invoices.md) - [Payment allocations and unallocated payments](https://help.carepatron.com/en/articles/10504558-payment-allocations-and-unallocated-payments.md): How do I allocate an unallocated payment? - [Create one invoice for multiple services](https://help.carepatron.com/en/articles/10504627-create-one-invoice-for-multiple-services.md): Can I create one invoice for multiple services? - [How do I disconnect my Stripe account from Carepatron?](https://help.carepatron.com/en/articles/13346378-how-do-i-disconnect-my-stripe-account-from-carepatron.md): How do I disconnect my Stripe account from Carepatron? - [Can I use Carepatron to manage and file 1099 forms?](https://help.carepatron.com/en/articles/13568340-can-i-use-carepatron-to-manage-and-file-1099-forms.md): Does Carepatron handle 1099 forms? - [Carepatron refund policy](https://help.carepatron.com/en/articles/13902276-carepatron-refund-policy.md): Can I request a refund? - [Why can’t I connect my account to Stripe Express?](https://help.carepatron.com/en/articles/14103332-why-can-t-i-connect-my-account-to-stripe-express.md): Is Stripe available in my country? - [How can I manage 1099 forms and tax information in Stripe Express?](https://help.carepatron.com/en/articles/14479868-how-can-i-manage-1099-forms-and-tax-information-in-stripe-express.md): How can I manage 1099 forms in Stripe Express? - [Client appointments legacy billing](https://help.carepatron.com/en/articles/14729183-client-appointments-legacy-billing.md): Why can't I edit billing details from the appointment? - [Where can I see Stripe transaction fees?](https://help.carepatron.com/en/articles/14813563-where-can-i-see-stripe-transaction-fees.md): How much was paid for the Stripe fee? - [How do I view appointments, invoices, and claims in one place?](https://help.carepatron.com/en/articles/15697990-how-do-i-view-appointments-invoices-and-claims-in-one-place.md): Appointments, invoices, and claims, all in one clear view - [No processing fees on your first $1,000!](https://help.carepatron.com/en/articles/15952676-no-processing-fees-on-your-first-1-000.md): Find out how Carepatron's first $1,000 fee waiver works, who it applies to, and which currencies are supported. ### Documentation - [Sending client intakes](https://help.carepatron.com/en/articles/6378786-sending-client-intakes.md): How do I send the intakes to my client? - [Sending a form or template](https://help.carepatron.com/en/articles/8377911-sending-a-form-or-template.md): How to create and send forms to clients? How to complete/submit forms as the client? - [Upload a client document](https://help.carepatron.com/en/articles/6379253-upload-a-client-document.md): How do I upload a client document, photo, or video? - [Create a template or form](https://help.carepatron.com/en/articles/8563008-create-a-template-or-form.md): How do I create templates? - [AI Summarize](https://help.carepatron.com/en/articles/8682523-ai-summarize.md): How do I use AI Summarize? Does Carepatron use AI? - [Form Fields](https://help.carepatron.com/en/articles/9548981-form-fields.md): How do I use form fields to create templates and forms? - [Section Grids](https://help.carepatron.com/en/articles/9770454-section-grids.md): How do I add grids into sections in my forms? - [Public forms](https://help.carepatron.com/en/articles/10926973-public-forms.md): How do public forms work? - [Organizing your templates](https://help.carepatron.com/en/articles/11129362-organizing-your-templates.md): How do I organize my templates? - [Importing templates](https://help.carepatron.com/en/articles/11429252-importing-templates.md): How can I import templates? - [How to set up e-prescription \(eRx\) in Carepatron](https://help.carepatron.com/en/articles/11749105-how-to-set-up-e-prescription-erx-in-carepatron.md): How do I set up e-Rx in Carepatron and start prescribing electronically? - [Setting up workflows, automations, and default intake](https://help.carepatron.com/en/articles/13163571-setting-up-workflows-automations-and-default-intake.md): How do I set up workflows, automations, and default intake? - [Group notes](https://help.carepatron.com/en/articles/13227113-group-notes.md): How do group notes work? - [Scoring assessments in Carepatron](https://help.carepatron.com/en/articles/14696768-scoring-assessments-in-carepatron.md): Can I score assessments in Carepatron? - [How the redesigned note view works in Carepatron](https://help.carepatron.com/en/articles/15427328-how-the-redesigned-note-view-works-in-carepatron.md): A guide to the session view, AI summaries, appointment anchoring, and clinical note tools - [How do supervision notes work in Carepatron?](https://help.carepatron.com/en/articles/15420853-how-do-supervision-notes-work-in-carepatron.md): How to set up, submit, review, and approve supervised clinical notes in Carepatron - [How do I change my signature?](https://help.carepatron.com/en/articles/15498228-how-do-i-change-my-signature.md): Can I edit my signature? - [How to view or load a previous note into your current note](https://help.carepatron.com/en/articles/15498960-how-to-view-or-load-a-previous-note-into-your-current-note.md): Using the Ask panel in the updated note editor - [How note actions and buttons work in Carepatron](https://help.carepatron.com/en/articles/15688529-how-note-actions-and-buttons-work-in-carepatron.md): Learn which buttons appear on notes in Carepatron based on your role, note type, and state, including how to sign, submit, unlock, and download notes. ### Carepatron AI - [How AI Scribe works during video calls](https://help.carepatron.com/en/articles/10202131-how-ai-scribe-works-during-video-calls.md): A guide to starting, managing, and completing AI transcription inside an in-app telehealth session - [AI Prompts: How to Use Them Effectively](https://help.carepatron.com/en/articles/10235351-ai-prompts-how-to-use-them-effectively.md) ### Health Records - [Customize your client record](https://help.carepatron.com/en/articles/6378779-customize-your-client-record.md): How do I customize my client record? - [Edit a client's information](https://help.carepatron.com/en/articles/6378788-edit-a-client-s-information.md): How do I edit a client's information? - [Import client data](https://help.carepatron.com/en/articles/6379191-import-client-data.md): How do I import my client data? - [Adding a client](https://help.carepatron.com/en/articles/6379201-adding-a-client.md): How do I add a new client? - [Manage client relationships](https://help.carepatron.com/en/articles/6379245-manage-client-relationships.md): How do I add and edit a client relationship? - [Assign staff to a client](https://help.carepatron.com/en/articles/6381812-assign-staff-to-a-client.md): How do I assign staff to a client? - [Manage tags](https://help.carepatron.com/en/articles/8520571-manage-tags.md): How do I create tags? - [Manage client status](https://help.carepatron.com/en/articles/8627869-manage-client-status.md): How do I change my client's status? - [Client record fields](https://help.carepatron.com/en/articles/8678383-client-record-fields.md): What are fields? How do I use client record fields? - [How to export client information for record-keeping and reporting](https://help.carepatron.com/en/articles/9768887-how-to-export-client-information-for-record-keeping-and-reporting.md): How do I export my client's data for record-keeping? - [Recovering deleted items](https://help.carepatron.com/en/articles/10034073-recovering-deleted-items.md): How can I recover deleted items? - [Differences between Clients and Contacts](https://help.carepatron.com/en/articles/10008077-differences-between-clients-and-contacts.md): What is the different between clients and contacts? - [Adjusting your client's timezone](https://help.carepatron.com/en/articles/10131665-adjusting-your-client-s-timezone.md): How to change your client's timezone to send reminders that match their location - [Archiving Clients](https://help.carepatron.com/en/articles/10324545-archiving-clients.md) - [Merge clients](https://help.carepatron.com/en/articles/10270000-merge-clients.md): How do I merge clients? - [Adjusting your client's language](https://help.carepatron.com/en/articles/10458129-adjusting-your-client-s-language.md): How to change your client's language to send reminders that match their preferences. - [Import contact data](https://help.carepatron.com/en/articles/11696134-import-contact-data.md): How can I import contact data? - [Create client custom views](https://help.carepatron.com/en/articles/11899053-create-client-custom-views.md): How do I create client custom views? - [Insurance policy intake form](https://help.carepatron.com/en/articles/13444548-insurance-policy-intake-form.md): How can I capture client's insurance policy? - [How to export client information for system migration](https://help.carepatron.com/en/articles/14813416-how-to-export-client-information-for-system-migration.md): I want to export client data to move to another platform - [How to export client data for compliance and audit purposes](https://help.carepatron.com/en/articles/14813440-how-to-export-client-data-for-compliance-and-audit-purposes.md): I want to export client data for compliance - [Improved client search](https://help.carepatron.com/en/articles/15051072-improved-client-search.md): What information can I use to search for a client in Carepatron? ### Team & Account Settings - [Switching to Carepatron](https://help.carepatron.com/en/articles/7940392-switching-to-carepatron.md): How do I import my clients? - [Delete your workspace](https://help.carepatron.com/en/articles/7212660-delete-your-workspace.md): How do I delete my account? - [Change your profile picture](https://help.carepatron.com/en/articles/6828060-change-your-profile-picture.md): How do I change my profile picture? - [Manage staff members](https://help.carepatron.com/en/articles/6381822-manage-staff-members.md): How do I add a new team member? How do I delete a team member? - [Changing your email](https://help.carepatron.com/en/articles/6381817-changing-your-email.md): How do you change your email address? - [Create a contact](https://help.carepatron.com/en/articles/6381809-create-a-contact.md): How do I create a contact? - [Add office or virtual locations](https://help.carepatron.com/en/articles/6381807-add-office-or-virtual-locations.md): How do I add office or virtual locations? How to add phone call location? - [Change provider name](https://help.carepatron.com/en/articles/6381804-change-provider-name.md): How do I update my provider name? - [Add or update logo](https://help.carepatron.com/en/articles/6381794-add-or-update-logo.md): How do I add or update my logo? - [Add or customize services and products](https://help.carepatron.com/en/articles/6381694-add-or-customize-services-and-products.md): How do I add or customize services or products? - [Switch or add new workspaces](https://help.carepatron.com/en/articles/6379228-switch-or-add-new-workspaces.md): How do I switch between or add new workspaces? - [Carepatron user permissions guide](https://help.carepatron.com/en/articles/6378769-carepatron-user-permissions-guide.md): How do I manage user permissions? - [Set availability for specific services](https://help.carepatron.com/en/articles/7928768-set-availability-for-specific-services.md): How can I set available times for specific services that a client can book? - [Download the Carepatron App](https://help.carepatron.com/en/articles/6378775-download-the-carepatron-app.md): How do I download the Carepatron app? - [Transferring ownership of your workspace](https://help.carepatron.com/en/articles/6743449-transferring-ownership-of-your-workspace.md): How do you transfer ownership of your Carepatron workspace? - [Logging out](https://help.carepatron.com/en/articles/8543817-logging-out.md): How do I log out? - [Refer a friend: Change someone's workday and earn rewards](https://help.carepatron.com/en/articles/9258457-refer-a-friend-change-someone-s-workday-and-earn-rewards.md): How do I refer friends to Carepatron? - [Manage Carepatron from Google Workspace Marketplace](https://help.carepatron.com/en/articles/10238067-manage-carepatron-from-google-workspace-marketplace.md): Can I install Carepatron into Google workspace? - [Change your workspace appearance](https://help.carepatron.com/en/articles/10235598-change-your-workspace-appearance.md): How do I change my workspace design or appearance? - [White labeling](https://help.carepatron.com/en/articles/11802901-white-labeling.md): How can I apply white labeling in my workspace? - [Upload service image for enhanced booking experience](https://help.carepatron.com/en/articles/11924889-upload-service-image-for-enhanced-booking-experience.md): How do I upload an image to my service? - [Managing your subscription](https://help.carepatron.com/en/articles/11970663-managing-your-subscription.md): How can I manage my subscription? How much do Carepatron plans cost? - [How to add, view, and remove clinician license records in Carepatron](https://help.carepatron.com/en/articles/15322256-how-to-add-view-and-remove-clinician-license-records-in-carepatron.md): Managing staff licenses and certifications ### Communications - [What's in the Inbox?](https://help.carepatron.com/en/articles/9030393-what-s-in-the-inbox.md): Which communication types are there? - [Syncing email](https://help.carepatron.com/en/articles/9029934-syncing-email.md): How do I sync my Google email? - [Creating and linking a client through the inbox](https://help.carepatron.com/en/articles/9030374-creating-and-linking-a-client-through-the-inbox.md): How do I link a client email? - [Creating an inbox](https://help.carepatron.com/en/articles/9629730-creating-an-inbox.md): How do I create an inbox? - [Sending, replying, and forwarding messages](https://help.carepatron.com/en/articles/9629824-sending-replying-and-forwarding-messages.md): How do I send an email? How do I reply to an email? How do I forward an email? - [Accessing a client record from the inbox](https://help.carepatron.com/en/articles/9641863-accessing-a-client-record-from-the-inbox.md): How do I access a client's record from inbox? - [Assigning team to an inbox](https://help.carepatron.com/en/articles/9641894-assigning-team-to-an-inbox.md): How do I assign my team members to an inbox? - [In-app notifications](https://help.carepatron.com/en/articles/10104030-in-app-notifications.md): Where can I find my in-app notifications? - [Adjusting your client's notifications](https://help.carepatron.com/en/articles/10131699-adjusting-your-client-s-notifications.md): How do I set my client’s notifications by email or SMS? - [How to schedule an email](https://help.carepatron.com/en/articles/10269458-how-to-schedule-an-email.md): How can I schedule an email? - [Inbox settings](https://help.carepatron.com/en/articles/10906406-inbox-settings.md): Customize your shared inbox to suit your team's workflow. - [Secure messaging with Carepatron](https://help.carepatron.com/en/articles/11696852-secure-messaging-with-carepatron.md): How do I send secure messages to my team and clients? - [How do I take a screenshot on a Mac or Windows computer during troubleshooting?](https://help.carepatron.com/en/articles/13326540-how-do-i-take-a-screenshot-on-a-mac-or-windows-computer-during-troubleshooting.md): How do I take a screenshot? - [Will Carepatron have two-way SMS?](https://help.carepatron.com/en/articles/13864155-will-carepatron-have-two-way-sms.md): Will Carepatron have two-way SMS? - [Setting up real-time captioning for your telehealth appointments](https://help.carepatron.com/en/articles/14190586-setting-up-real-time-captioning-for-your-telehealth-appointments.md): Does Carepatron support CART? - [SMS notification consent](https://help.carepatron.com/en/articles/14468417-sms-notification-consent.md): Can my clients turn off SMS notification? ### Compliance, Privacy, & Security - [BAA with Carepatron](https://help.carepatron.com/en/articles/6381749-baa-with-carepatron.md): Do I need a BAA with Carepatron to begin using Telehealth? - [Is Carepatron HIPAA compliant?](https://help.carepatron.com/en/articles/6381803-is-carepatron-hipaa-compliant.md): Can I use Carepatron to handle protected health information safely and in line with HIPAA requirements? - [Carepatron subprocessors](https://help.carepatron.com/en/articles/8216691-carepatron-subprocessors.md): Who else has access to my data? - [How does Carepatron support GDPR compliance?](https://help.carepatron.com/en/articles/8216236-how-does-carepatron-support-gdpr-compliance.md): How does Carepatron keep my clients’ personal data secure and GDPR-compliant? - [Ways to log in to Carepatron](https://help.carepatron.com/en/articles/10166372-ways-to-log-in-to-carepatron.md): How can I log in to Carepatron? - [Multi-Factor Authentication \(MFA\)](https://help.carepatron.com/en/articles/10149821-multi-factor-authentication-mfa.md): How can you secure your account? - [Where can I find documentation on security, compliance, and audits?](https://help.carepatron.com/en/articles/13511444-where-can-i-find-documentation-on-security-compliance-and-audits.md): Where can I find Carepatron’s security and compliance docs for audits? - [How Carepatron protects customer data](https://help.carepatron.com/en/articles/13524585-how-carepatron-protects-customer-data.md): How is my data protected overall? ### Telehealth - [Host a video call with Carepatron Telehealth](https://help.carepatron.com/en/articles/6381832-host-a-video-call-with-carepatron-telehealth.md): How do you host a video call? - [Are video sessions recorded and/or stored?](https://help.carepatron.com/en/articles/6381769-are-video-sessions-recorded-and-or-stored.md) - [Troubleshooting Telehealth \(video call\) appointment issues \(plus checklist\)](https://help.carepatron.com/en/articles/6379257-troubleshooting-telehealth-video-call-appointment-issues-plus-checklist.md): How do I troubleshooting Telehealth appointment issues? - [Camera and Mic permissions for video calls](https://help.carepatron.com/en/articles/6378777-camera-and-mic-permissions-for-video-calls.md): How to grant camera and mic permissions to Carepatron? - [Change video background](https://help.carepatron.com/en/articles/8627859-change-video-background.md): How do I change my video background? - [Telehealth FAQ](https://help.carepatron.com/en/articles/9232708-telehealth-faq.md): Ask questions about telehealth - [What is the group video call countdown timer for?](https://help.carepatron.com/en/articles/13608270-what-is-the-group-video-call-countdown-timer-for.md): Are there differences in group video call time limits based on plan or participant count? - [How does the video call waiting room work?](https://help.carepatron.com/en/articles/13594546-how-does-the-video-call-waiting-room-work.md): Does Carepatron have a video call waiting room? ### Connecting Third Party Apps - [Connecting Zoom with Carepatron](https://help.carepatron.com/en/articles/6378773-connecting-zoom-with-carepatron.md): How to connect Zoom with Carepatron? - [Adding a Zoom call for another team member](https://help.carepatron.com/en/articles/6378774-adding-a-zoom-call-for-another-team-member.md): How to schedule a Zoom call for someone else in your team? - [Carepatron integration with your accounting software](https://help.carepatron.com/en/articles/8546209-carepatron-integration-with-your-accounting-software.md): Does Carepatron integrate with my accounting software? - [Connecting Google Tag Manager for appointment analytics](https://help.carepatron.com/en/articles/10408794-connecting-google-tag-manager-for-appointment-analytics.md): How do I connect Google Tag Manager for analytics? - [The Carepatron Public API is here](https://help.carepatron.com/en/articles/13864168-the-carepatron-public-api-is-here.md): Phase one gives you programmatic access to contacts export. More endpoints are on the way. ### What Your Clients See - [What does my client's portal look like? \(Practitioner guide\)](https://help.carepatron.com/en/articles/6379248-what-does-my-client-s-portal-look-like-practitioner-guide.md): How does the patient portal work? - [What can I do with my client portal? \(Client guide\)](https://help.carepatron.com/en/articles/12956852-what-can-i-do-with-my-client-portal-client-guide.md): What can I do with my client portal? - [Client portal documentation upgrade: Clients see pending documents at a glance](https://help.carepatron.com/en/articles/15249613-client-portal-documentation-upgrade-clients-see-pending-documents-at-a-glance.md): Can my clients see which documents need their attention? ### Insurance Billing - [Getting started with insurance billing](https://help.carepatron.com/en/articles/13740698-getting-started-with-insurance-billing.md): How do you set up insurance billing in Carepatron from start to finish? - [Carepatron insurance: International user guide](https://help.carepatron.com/en/articles/14158138-carepatron-insurance-international-user-guide.md): Is Carepatron's insurance module available outside the US? - [Insurance pricing](https://help.carepatron.com/en/articles/11748935-insurance-pricing.md): How much should I pay for electronic claim filing? - [Insurance billing glossary](https://help.carepatron.com/en/articles/10807329-insurance-billing-glossary.md): What are the terms I should know about insurance? - [Insurance Guide Part 1: How do you set up the insurance essentials in Carepatron?](https://help.carepatron.com/en/articles/13758183-insurance-guide-part-1-how-do-you-set-up-the-insurance-essentials-in-carepatron.md): How do you set up insurance billing so your claims are accurate from day one? - [Insurance Guide Part 2: Client Insurance Setup in Carepatron](https://help.carepatron.com/en/articles/13841006-insurance-guide-part-2-client-insurance-setup-in-carepatron.md): How do I set up client insurance? - [Insurance Guide Part 3: Connect appointments to insurance in Carepatron](https://help.carepatron.com/en/articles/13780900-insurance-guide-part-3-connect-appointments-to-insurance-in-carepatron.md): How do you make sure appointments are ready for accurate insurance claims? - [Insurance Guide Part 4: Submit and track insurance claims in Carepatron](https://help.carepatron.com/en/articles/13902205-insurance-guide-part-4-submit-and-track-insurance-claims-in-carepatron.md): How do you create, submit, and track accurate insurance claims? - [Request eligibility and benefits report](https://help.carepatron.com/en/articles/12299656-request-eligibility-and-benefits-report.md): How do I request eligibility and benefits report? - [How long does it take to process ERA and claims?](https://help.carepatron.com/en/articles/12988992-how-long-does-it-take-to-process-era-and-claims.md): How long does it take to process ERA and claims? - [Electronic enrollments with insurance payers](https://help.carepatron.com/en/articles/11510145-electronic-enrollments-with-insurance-payers.md): How do I set up electronic enrollment with insurance payers in Carepatron? - [Creating a US Professional \(CMS 1500\) Claim](https://help.carepatron.com/en/articles/10760115-creating-a-us-professional-cms-1500-claim.md): How do I create a CMS 1500 claim? - [Tracking electronic claim submissions](https://help.carepatron.com/en/articles/11510187-tracking-electronic-claim-submissions.md): Can I tracking electronic claim submissions? - [Exporting and submitting CMS1500 claims manually](https://help.carepatron.com/en/articles/10806939-exporting-and-submitting-cms1500-claims-manually.md): Can I export and submit CMS1500 claims manually? - [Tracking Unpaid Insurance and Adding Insurance Payments](https://help.carepatron.com/en/articles/10807071-tracking-unpaid-insurance-and-adding-insurance-payments.md) - [Submitting secondary claims in Carepatron](https://help.carepatron.com/en/articles/14481195-submitting-secondary-claims-in-carepatron.md): Can I submit secondary claims in Carepatron? - [How Carepatron's Revenue Cycle Management \(RCM\) works](https://help.carepatron.com/en/articles/15456086-how-carepatron-s-revenue-cycle-management-rcm-works.md): Pricing, credentialing, what is included, and what to expect when you sign up ### Webinars - [Mastering the basics](https://help.carepatron.com/en/articles/10951309-mastering-the-basics.md) - [Introduction to Carepatron AI](https://help.carepatron.com/en/articles/11011549-introduction-to-carepatron-ai.md) - [Paperless intake](https://help.carepatron.com/en/articles/11011580-paperless-intake.md) - [Carepatron Billing](https://help.carepatron.com/en/articles/11011608-carepatron-billing.md) - [Empowering Clients: Patient Portal Journey](https://help.carepatron.com/en/articles/11011652-empowering-clients-patient-portal-journey.md) - [Claim Confidence: Mastering Insurance with Carepatron](https://help.carepatron.com/en/articles/11488645-claim-confidence-mastering-insurance-with-carepatron.md) ## Français ### Getting Started with Carepatron - [Commencer avec Carepatron](https://help.carepatron.com/fr/articles/9894021-commencer-avec-carepatron.md) - [Commencer avec la planification des rendez-vous](https://help.carepatron.com/fr/articles/9777239-commencer-avec-la-planification-des-rendez-vous.md) - [Commencer avec les dossiers clients](https://help.carepatron.com/fr/articles/9791850-commencer-avec-les-dossiers-clients.md) - [Commencer avec votre facturation](https://help.carepatron.com/fr/articles/9787512-commencer-avec-votre-facturation.md) - [Commencer avec la Boîte de réception](https://help.carepatron.com/fr/articles/9774252-commencer-avec-la-boite-de-reception.md) - [Commencer avec "Votre équipe"](https://help.carepatron.com/fr/articles/9859673-commencer-avec-votre-equipe.md) - [Commencer avec les modèles](https://help.carepatron.com/fr/articles/9868145-commencer-avec-les-modeles.md) - [Commencer avec la téléconsultation](https://help.carepatron.com/fr/articles/9875842-commencer-avec-la-teleconsultation.md) ### Appointment Scheduling & Calendar - [Activer la réservation en ligne](https://help.carepatron.com/fr/articles/6902154-activer-la-reservation-en-ligne.md) - [Gérer votre disponibilité](https://help.carepatron.com/fr/articles/6844545-gerer-votre-disponibilite.md) - [Glissez-déposez les rendez-vous dans votre calendrier](https://help.carepatron.com/fr/articles/6828374-glissez-deposez-les-rendez-vous-dans-votre-calendrier.md) - [Indiquez quand vous êtes absent du bureau \(OOO\)](https://help.carepatron.com/fr/articles/6827811-indiquez-quand-vous-etes-absent-du-bureau-ooo.md) - [Planifier un rendez-vous](https://help.carepatron.com/fr/articles/6381813-planifier-un-rendez-vous.md) - [Synchroniser le calendrier](https://help.carepatron.com/fr/articles/6379265-synchroniser-le-calendrier.md) - [Configurer les rappels de rendez-vous](https://help.carepatron.com/fr/articles/6378787-configurer-les-rappels-de-rendez-vous.md) - [Incluez un lien de réservation en ligne sur votre site web](https://help.carepatron.com/fr/articles/7046273-incluez-un-lien-de-reservation-en-ligne-sur-votre-site-web.md) - [Changer le fuseau horaire du calendrier](https://help.carepatron.com/fr/articles/8627893-changer-le-fuseau-horaire-du-calendrier.md) - [Personnaliser la vue du calendrier](https://help.carepatron.com/fr/articles/8729209-personnaliser-la-vue-du-calendrier.md) - [Types de rendez-vous et d'événements dans le calendrier](https://help.carepatron.com/fr/articles/9829655-types-de-rendez-vous-et-d-evenements-dans-le-calendrier.md) - [Exporter les rendez-vous](https://help.carepatron.com/fr/articles/9953829-exporter-les-rendez-vous.md) - [Personnaliser mon calendrier Carepatron](https://help.carepatron.com/fr/articles/10216507-personnaliser-mon-calendrier-carepatron.md) ### Billing - [Paiements en ligne avec Carepatron](https://help.carepatron.com/fr/articles/6381761-paiements-en-ligne-avec-carepatron.md) - [Traitement des paiements en espèces ou autres](https://help.carepatron.com/fr/articles/6381767-traitement-des-paiements-en-especes-ou-autres.md) - [Personnaliser le modèle de facture](https://help.carepatron.com/fr/articles/6379195-personnaliser-le-modele-de-facture.md) - [Création d'une facture](https://help.carepatron.com/fr/articles/6381699-creation-d-une-facture.md) - [Personnaliser le logo de ma facture](https://help.carepatron.com/fr/articles/6381740-personnaliser-le-logo-de-ma-facture.md) - [Exporter les données de facturation et de paiement](https://help.carepatron.com/fr/articles/6381746-exporter-les-donnees-de-facturation-et-de-paiement.md) - [Création de factures détaillées](https://help.carepatron.com/fr/articles/6646826-creation-de-factures-detaillees.md) - [Modification d'une facture payée](https://help.carepatron.com/fr/articles/8546715-modification-d-une-facture-payee.md) - [Configuration d'un compte Stripe](https://help.carepatron.com/fr/articles/8554391-configuration-d-un-compte-stripe.md) - [Modifier le descripteur Stripe](https://help.carepatron.com/fr/articles/8854781-modifier-le-descripteur-stripe.md) - [Accepter les paiements ACH \(clients aux États-Unis\)](https://help.carepatron.com/fr/articles/9056674-accepter-les-paiements-ach-clients-aux-etats-unis.md) - [Facturation héritée dans Carepatron](https://help.carepatron.com/fr/articles/10504887-facturation-heritee-dans-carepatron.md) ### Documentation - [Envoi de formulaires d'admission client](https://help.carepatron.com/fr/articles/6378786-envoi-de-formulaires-d-admission-client.md) - [Envoi d'un formulaire ou modèle](https://help.carepatron.com/fr/articles/8377911-envoi-d-un-formulaire-ou-modele.md) - [Capturer une note client](https://help.carepatron.com/fr/articles/6381829-capturer-une-note-client.md) - [Télécharger un document client](https://help.carepatron.com/fr/articles/6379253-telecharger-un-document-client.md) - [Créer un modèle ou un formulaire](https://help.carepatron.com/fr/articles/8563008-creer-un-modele-ou-un-formulaire.md) - [Voix vers texte - Dictée](https://help.carepatron.com/fr/articles/8668338-voix-vers-texte-dictee.md) - [Résumé par IA](https://help.carepatron.com/fr/articles/8682523-resume-par-ia.md) - [Verrouillage des notes](https://help.carepatron.com/fr/articles/8719148-verrouillage-des-notes.md) - [Éditeur d'images intégrées](https://help.carepatron.com/fr/articles/9459007-editeur-d-images-integrees.md) - [Signature du prestataire](https://help.carepatron.com/fr/articles/8849748-signature-du-prestataire.md) - [Champs de formulaire](https://help.carepatron.com/fr/articles/9548981-champs-de-formulaire.md) - [Grilles de section](https://help.carepatron.com/fr/articles/9770454-grilles-de-section.md) ### Health Records - [Personnalisez votre dossier client](https://help.carepatron.com/fr/articles/6378779-personnalisez-votre-dossier-client.md) - [Modifier les informations d'un client](https://help.carepatron.com/fr/articles/6378788-modifier-les-informations-d-un-client.md) - [Importer les données clients](https://help.carepatron.com/fr/articles/6379191-importer-les-donnees-clients.md) - [Ajouter un client](https://help.carepatron.com/fr/articles/6379201-ajouter-un-client.md): Comment ajouter un nouveau client ? - [Gérer les relations client](https://help.carepatron.com/fr/articles/6379245-gerer-les-relations-client.md) - [Assigner un membre du personnel à un client](https://help.carepatron.com/fr/articles/6381812-assigner-un-membre-du-personnel-a-un-client.md) - [Ajouter un diagnostic \(code DX\)](https://help.carepatron.com/fr/articles/8520662-ajouter-un-diagnostic-code-dx.md) - [Gérer les étiquettes](https://help.carepatron.com/fr/articles/8520571-gerer-les-etiquettes.md) - [Gérer le statut des clients](https://help.carepatron.com/fr/articles/8627869-gerer-le-statut-des-clients.md) - [Champs du dossier client](https://help.carepatron.com/fr/articles/8678383-champs-du-dossier-client.md) - [Exportation des données clients](https://help.carepatron.com/fr/articles/9768887-exportation-des-donnees-clients.md) - [Récupération des Éléments Supprimés](https://help.carepatron.com/fr/articles/10034073-recuperation-des-elements-supprimes.md): Découvrez les capacités de la nouvelle fonctionnalité Corbeille ! - [Différences entre Clients et Contacts](https://help.carepatron.com/fr/articles/10008077-differences-entre-clients-et-contacts.md) - [Ajuster le fuseau horaire pour mes clients](https://help.carepatron.com/fr/articles/10131665-ajuster-le-fuseau-horaire-pour-mes-clients.md) - [Archivage des Clients](https://help.carepatron.com/fr/articles/10324545-archivage-des-clients.md) - [Fusionner les Clients](https://help.carepatron.com/fr/articles/10270000-fusionner-les-clients.md) ### Team & Account Settings - [Passer à Carepatron](https://help.carepatron.com/fr/articles/7940392-passer-a-carepatron.md) - [Supprimer votre espace de travail](https://help.carepatron.com/fr/articles/7212660-supprimer-votre-espace-de-travail.md) - [Changer votre photo de profil](https://help.carepatron.com/fr/articles/6828060-changer-votre-photo-de-profil.md) - [Gérer les membres du personnel](https://help.carepatron.com/fr/articles/6381822-gerer-les-membres-du-personnel.md) - [Changer votre adresse e-mail](https://help.carepatron.com/fr/articles/6381817-changer-votre-adresse-e-mail.md) - [Créer un contact](https://help.carepatron.com/fr/articles/6381809-creer-un-contact.md) - [Ajouter des emplacements physiques ou virtuels](https://help.carepatron.com/fr/articles/6381807-ajouter-des-emplacements-physiques-ou-virtuels.md) - [Changer le nom du prestataire](https://help.carepatron.com/fr/articles/6381804-changer-le-nom-du-prestataire.md) - [Ajouter ou mettre à jour le logo](https://help.carepatron.com/fr/articles/6381794-ajouter-ou-mettre-a-jour-le-logo.md) - [Ajouter ou personnaliser des services et produits](https://help.carepatron.com/fr/articles/6381694-ajouter-ou-personnaliser-des-services-et-produits.md) - [Changer ou ajouter de nouveaux espaces de travail](https://help.carepatron.com/fr/articles/6379228-changer-ou-ajouter-de-nouveaux-espaces-de-travail.md) - [Guide des permissions des utilisateurs Carepatron](https://help.carepatron.com/fr/articles/6378769-guide-des-permissions-des-utilisateurs-carepatron.md) - [Définir la disponibilité pour des services spécifiques](https://help.carepatron.com/fr/articles/7928768-definir-la-disponibilite-pour-des-services-specifiques.md) - [Télécharger l'application Carepatron](https://help.carepatron.com/fr/articles/6378775-telecharger-l-application-carepatron.md) - [Transférer la propriété de votre compte](https://help.carepatron.com/fr/articles/6743449-transferer-la-propriete-de-votre-compte.md) - [Déconnexion](https://help.carepatron.com/fr/articles/8543817-deconnexion.md) - [Parrainer un ami : Programme de parrainage Carepatron](https://help.carepatron.com/fr/articles/9258457-parrainer-un-ami-programme-de-parrainage-carepatron.md) - [Gérer Carepatron depuis Google Workspace Marketplace](https://help.carepatron.com/fr/articles/10238067-gerer-carepatron-depuis-google-workspace-marketplace.md) - [Changer l'apparence de votre espace de travail](https://help.carepatron.com/fr/articles/10235598-changer-l-apparence-de-votre-espace-de-travail.md) ### Communications - [Boîte de réception - La communication, réimaginée.](https://help.carepatron.com/fr/articles/9030393-boite-de-reception-la-communication-reimaginee.md) - [Synchronisation de l’e-mail](https://help.carepatron.com/fr/articles/9029934-synchronisation-de-l-e-mail.md) - [Créer et lier un client via la boîte de réception](https://help.carepatron.com/fr/articles/9030374-creer-et-lier-un-client-via-la-boite-de-reception.md) - [Créer une boîte de réception](https://help.carepatron.com/fr/articles/9629730-creer-une-boite-de-reception.md) - [Envoi, réponse et transfert de messages](https://help.carepatron.com/fr/articles/9629824-envoi-reponse-et-transfert-de-messages.md) - [Accéder au dossier d'un client depuis la boîte de réception](https://help.carepatron.com/fr/articles/9641863-acceder-au-dossier-d-un-client-depuis-la-boite-de-reception.md) - [Attribuer une équipe à une boîte de réception](https://help.carepatron.com/fr/articles/9641894-attribuer-une-equipe-a-une-boite-de-reception.md) - [Notifications dans l'Application](https://help.carepatron.com/fr/articles/10104030-notifications-dans-l-application.md) - [Définir le canal de notification préféré](https://help.carepatron.com/fr/articles/10131699-definir-le-canal-de-notification-prefere.md) - [Comment programmer un e-mail](https://help.carepatron.com/fr/articles/10269458-comment-programmer-un-e-mail.md) ### Compliance, Privacy, & Security - [BAA avec Carepatron](https://help.carepatron.com/fr/articles/6381749-baa-avec-carepatron.md) - [Carepatron est-il conforme à la norme HIPAA ?](https://help.carepatron.com/fr/articles/6381803-carepatron-est-il-conforme-a-la-norme-hipaa.md) - [Sous-traitants de Carepatron](https://help.carepatron.com/fr/articles/8216691-sous-traitants-de-carepatron.md) - [Comment Carepatron vous aide à respecter le RGPD](https://help.carepatron.com/fr/articles/8216236-comment-carepatron-vous-aide-a-respecter-le-rgpd.md) - [Moyens de se connecter à Carepatron](https://help.carepatron.com/fr/articles/10166372-moyens-de-se-connecter-a-carepatron.md): Découvrez les méthodes que vous pouvez utiliser pour vous connecter à votre compte - [Authentification Multifacteur \(MFA\)](https://help.carepatron.com/fr/articles/10149821-authentification-multifacteur-mfa.md) ### Telehealth - [Organiser une vidéoconférence](https://help.carepatron.com/fr/articles/6381832-organiser-une-videoconference.md) - [Dépannage des problèmes de rendez-vous de télésanté \(appel vidéo\) \(avec liste de contrôle\)](https://help.carepatron.com/fr/articles/6379257-depannage-des-problemes-de-rendez-vous-de-telesante-appel-video-avec-liste-de-controle.md) - [Caméra et microphone pour les appels vidéo](https://help.carepatron.com/fr/articles/6378777-camera-et-microphone-pour-les-appels-video.md) - [Changer l'arrière-plan vidéo](https://help.carepatron.com/fr/articles/8627859-changer-l-arriere-plan-video.md) - [FAQ sur la télésanté](https://help.carepatron.com/fr/articles/9232708-faq-sur-la-telesante.md) ### Connecting Third Party Apps - [Connexion de Zoom avec Carepatron](https://help.carepatron.com/fr/articles/6378773-connexion-de-zoom-avec-carepatron.md) - [Ajout d'un appel Zoom pour un autre membre de l'équipe](https://help.carepatron.com/fr/articles/6378774-ajout-d-un-appel-zoom-pour-un-autre-membre-de-l-equipe.md) - [Intégration de Carepatron avec votre logiciel de comptabilité](https://help.carepatron.com/fr/articles/8546209-integration-de-carepatron-avec-votre-logiciel-de-comptabilite.md) ### What Your Clients See - [Portail patient](https://help.carepatron.com/fr/articles/6379248-portail-patient.md) ## Deutsch ### Getting Started with Carepatron - [Erste Schritte mit Carepatron](https://help.carepatron.com/de/articles/9894021-erste-schritte-mit-carepatron.md) - [Erste Schritte mit der Terminplanung](https://help.carepatron.com/de/articles/9777239-erste-schritte-mit-der-terminplanung.md) - [Erste Schritte mit den Kundenakten](https://help.carepatron.com/de/articles/9791850-erste-schritte-mit-den-kundenakten.md) - [Erste Schritte mit der Abrechnung](https://help.carepatron.com/de/articles/9787512-erste-schritte-mit-der-abrechnung.md) - [Erste Schritte mit dem Posteingang](https://help.carepatron.com/de/articles/9774252-erste-schritte-mit-dem-posteingang.md) - [Erste Schritte mit Ihr Team](https://help.carepatron.com/de/articles/9859673-erste-schritte-mit-ihr-team.md) - [Mit Vorlagen starten](https://help.carepatron.com/de/articles/9868145-mit-vorlagen-starten.md) - [Mit Telekonsultationen starten](https://help.carepatron.com/de/articles/9875842-mit-telekonsultationen-starten.md) ### Appointment Scheduling & Calendar - [Online-Reservierungen](https://help.carepatron.com/de/articles/6902154-online-reservierungen.md) - [Verfügbarkeit verwalten](https://help.carepatron.com/de/articles/6844545-verfugbarkeit-verwalten.md) - [Drag-and-Drop-Termine in Ihrem Kalender](https://help.carepatron.com/de/articles/6828374-drag-and-drop-termine-in-ihrem-kalender.md) - [Geben Sie an, wann Sie im Büro abwesend sind \(OOO\)](https://help.carepatron.com/de/articles/6827811-geben-sie-an-wann-sie-im-buro-abwesend-sind-ooo.md) - [Einen Termin vereinbaren](https://help.carepatron.com/de/articles/6381813-einen-termin-vereinbaren.md) - [Kalender synchronisieren](https://help.carepatron.com/de/articles/6379265-kalender-synchronisieren.md) - [Erinnerungen für Termine einrichten](https://help.carepatron.com/de/articles/6378787-erinnerungen-fur-termine-einrichten.md) - [Einen Online-Buchungslink auf Ihrer Website einfügen](https://help.carepatron.com/de/articles/7046273-einen-online-buchungslink-auf-ihrer-website-einfugen.md) - [Zeitzone des Kalenders ändern](https://help.carepatron.com/de/articles/8627893-zeitzone-des-kalenders-andern.md) - [Kalenderansicht anpassen](https://help.carepatron.com/de/articles/8729209-kalenderansicht-anpassen.md) - [Arten von Terminen und Ereignissen im Kalender](https://help.carepatron.com/de/articles/9829655-arten-von-terminen-und-ereignissen-im-kalender.md) - [Termine exportieren](https://help.carepatron.com/de/articles/9953829-termine-exportieren.md) - [Mein Carepatron-Kalender anpassen](https://help.carepatron.com/de/articles/10216507-mein-carepatron-kalender-anpassen.md) ### Billing - [Online-Zahlungen mit Carepatron](https://help.carepatron.com/de/articles/6381761-online-zahlungen-mit-carepatron.md) - [Verarbeitung von Barzahlungen oder anderen Zahlungen](https://help.carepatron.com/de/articles/6381767-verarbeitung-von-barzahlungen-oder-anderen-zahlungen.md) - [Anpassen der Rechnungsvorlage](https://help.carepatron.com/de/articles/6379195-anpassen-der-rechnungsvorlage.md) - [Erstellung einer Rechnung](https://help.carepatron.com/de/articles/6381699-erstellung-einer-rechnung.md) - [Anpassen des Logos auf meiner Rechnung](https://help.carepatron.com/de/articles/6381740-anpassen-des-logos-auf-meiner-rechnung.md) - [Rechnungs- und Zahlungsdaten exportieren](https://help.carepatron.com/de/articles/6381746-rechnungs-und-zahlungsdaten-exportieren.md) - [Erstellung von detaillierten Rechnungen](https://help.carepatron.com/de/articles/6646826-erstellung-von-detaillierten-rechnungen.md) - [Änderung einer bezahlten Rechnung](https://help.carepatron.com/de/articles/8546715-anderung-einer-bezahlten-rechnung.md) - [Konfiguration eines Stripe-Kontos](https://help.carepatron.com/de/articles/8554391-konfiguration-eines-stripe-kontos.md) - [Ändern des Stripe-Descriptors](https://help.carepatron.com/de/articles/8854781-andern-des-stripe-descriptors.md) - [Akzeptieren von ACH-Zahlungen \(US-Kunden\)](https://help.carepatron.com/de/articles/9056674-akzeptieren-von-ach-zahlungen-us-kunden.md) - [Legacy-Billing in Carepatron](https://help.carepatron.com/de/articles/10504887-legacy-billing-in-carepatron.md) ### Documentation - [Versenden von Kundenaufnahmeformularen](https://help.carepatron.com/de/articles/6378786-versenden-von-kundenaufnahmeformularen.md) - [Formular oder Vorlage senden](https://help.carepatron.com/de/articles/8377911-formular-oder-vorlage-senden.md) - [Kundennotizen erfassen](https://help.carepatron.com/de/articles/6381829-kundennotizen-erfassen.md) - [Hochladen eines Kundendokuments](https://help.carepatron.com/de/articles/6379253-hochladen-eines-kundendokuments.md) - [Erstellen eines Modells oder Formulars](https://help.carepatron.com/de/articles/8563008-erstellen-eines-modells-oder-formulars.md) - [Sprache-zu-Text - Diktat](https://help.carepatron.com/de/articles/8668338-sprache-zu-text-diktat.md) - [AI-Zusammenfassung](https://help.carepatron.com/de/articles/8682523-ai-zusammenfassung.md) - [Sperren von Notizen](https://help.carepatron.com/de/articles/8719148-sperren-von-notizen.md) - [Integrierter Bild-Editor](https://help.carepatron.com/de/articles/9459007-integrierter-bild-editor.md) - [Anbietersignatur](https://help.carepatron.com/de/articles/8849748-anbietersignatur.md) - [Formularfelder](https://help.carepatron.com/de/articles/9548981-formularfelder.md) - [Abschnitts-Gitter](https://help.carepatron.com/de/articles/9770454-abschnitts-gitter.md) ### Health Records - [Passen Sie Ihre Klientendatei an](https://help.carepatron.com/de/articles/6378779-passen-sie-ihre-klientendatei-an.md) - [Bearbeiten der Informationen eines Klienten](https://help.carepatron.com/de/articles/6378788-bearbeiten-der-informationen-eines-klienten.md) - [Importieren von Kundendaten](https://help.carepatron.com/de/articles/6379191-importieren-von-kundendaten.md) - [Einen Klienten hinzufügen](https://help.carepatron.com/de/articles/6379201-einen-klienten-hinzufugen.md) - [Verwalten von Klientenbeziehungen](https://help.carepatron.com/de/articles/6379245-verwalten-von-klientenbeziehungen.md) - [Einen Mitarbeiter einem Klienten zuweisen](https://help.carepatron.com/de/articles/6381812-einen-mitarbeiter-einem-klienten-zuweisen.md) - [Eine Diagnose hinzufügen \(DX-Code\)](https://help.carepatron.com/de/articles/8520662-eine-diagnose-hinzufugen-dx-code.md) - [Verwalten von Etiketten](https://help.carepatron.com/de/articles/8520571-verwalten-von-etiketten.md) - [Verwalten des Status von Klienten](https://help.carepatron.com/de/articles/8627869-verwalten-des-status-von-klienten.md) - [Felder für Kundenaufzeichnungen](https://help.carepatron.com/de/articles/8678383-felder-fur-kundenaufzeichnungen.md) - [Exportieren von Klientendaten](https://help.carepatron.com/de/articles/9768887-exportieren-von-klientendaten.md) - [Wiederherstellung von Gelöschten Elementen](https://help.carepatron.com/de/articles/10034073-wiederherstellung-von-geloschten-elementen.md) - [Unterschiede zwischen Klienten und Kontakten](https://help.carepatron.com/de/articles/10008077-unterschiede-zwischen-klienten-und-kontakten.md) - [Anpassung der Zeitzone Ihres Klienten](https://help.carepatron.com/de/articles/10131665-anpassung-der-zeitzone-ihres-klienten.md) - [Archivierung von Kunden](https://help.carepatron.com/de/articles/10324545-archivierung-von-kunden.md) - [Kunden zusammenführen](https://help.carepatron.com/de/articles/10270000-kunden-zusammenfuhren.md) ### Team & Account Settings - [Löschen Ihres Arbeitsbereichs](https://help.carepatron.com/de/articles/7212660-loschen-ihres-arbeitsbereichs.md) - [Ändern Sie Ihr Profilbild](https://help.carepatron.com/de/articles/6828060-andern-sie-ihr-profilbild.md) - [Mitarbeiter verwalten](https://help.carepatron.com/de/articles/6381822-mitarbeiter-verwalten.md) - [Ändern Sie Ihre E-Mail-Adresse](https://help.carepatron.com/de/articles/6381817-andern-sie-ihre-e-mail-adresse.md) - [Erstellen eines Kontakts](https://help.carepatron.com/de/articles/6381809-erstellen-eines-kontakts.md) - [Hinzufügen von physischen oder virtuellen Standorten](https://help.carepatron.com/de/articles/6381807-hinzufugen-von-physischen-oder-virtuellen-standorten.md) - [Den Namen des Anbieters ändern](https://help.carepatron.com/de/articles/6381804-den-namen-des-anbieters-andern.md) - [Logo hinzufügen oder aktualisieren](https://help.carepatron.com/de/articles/6381794-logo-hinzufugen-oder-aktualisieren.md) - [Dienstleistungen und Produkte hinzufügen oder anpassen](https://help.carepatron.com/de/articles/6381694-dienstleistungen-und-produkte-hinzufugen-oder-anpassen.md) - [Neuen Arbeitsbereich ändern oder hinzufügen](https://help.carepatron.com/de/articles/6379228-neuen-arbeitsbereich-andern-oder-hinzufugen.md) - [Benutzerberechtigungs-Guide für Carepatron](https://help.carepatron.com/de/articles/6378769-benutzerberechtigungs-guide-fur-carepatron.md) - [Verfügbarkeit für spezifische Dienste festlegen](https://help.carepatron.com/de/articles/7928768-verfugbarkeit-fur-spezifische-dienste-festlegen.md) - [Die Carepatron-App herunterladen](https://help.carepatron.com/de/articles/6378775-die-carepatron-app-herunterladen.md) - [Eigentum Ihres Kontos übertragen](https://help.carepatron.com/de/articles/6743449-eigentum-ihres-kontos-ubertragen.md) - [Abmelden](https://help.carepatron.com/de/articles/8543817-abmelden.md) - [Freunde werben: Carepatron Empfehlungsprogramm](https://help.carepatron.com/de/articles/9258457-freunde-werben-carepatron-empfehlungsprogramm.md) - [Carepatron über den Google Workspace Marketplace verwalten](https://help.carepatron.com/de/articles/10238067-carepatron-uber-den-google-workspace-marketplace-verwalten.md) - [Ändern des Erscheinungsbildes Ihres Arbeitsbereichs](https://help.carepatron.com/de/articles/10235598-andern-des-erscheinungsbildes-ihres-arbeitsbereichs.md) ### Communications - [Posteingang – Kommunikation neu definiert.](https://help.carepatron.com/de/articles/9030393-posteingang-kommunikation-neu-definiert.md) - [Synchronisieren von E-Mails](https://help.carepatron.com/de/articles/9029934-synchronisieren-von-e-mails.md) - [Erstellen und Verknüpfen eines Kunden über den Posteingang](https://help.carepatron.com/de/articles/9030374-erstellen-und-verknupfen-eines-kunden-uber-den-posteingang.md) - [Einen Posteingang erstellen](https://help.carepatron.com/de/articles/9629730-einen-posteingang-erstellen.md) - [Senden, Antworten und Weiterleiten von Nachrichten](https://help.carepatron.com/de/articles/9629824-senden-antworten-und-weiterleiten-von-nachrichten.md) - [Zugriff auf die Kundendatei aus dem Posteingang](https://help.carepatron.com/de/articles/9641863-zugriff-auf-die-kundendatei-aus-dem-posteingang.md) - [Ein Team einem Postfach zuweisen](https://help.carepatron.com/de/articles/9641894-ein-team-einem-postfach-zuweisen.md) - [In-App-Benachrichtigungen](https://help.carepatron.com/de/articles/10104030-in-app-benachrichtigungen.md) - [Bevorzugten Benachrichtigungskanal festlegen](https://help.carepatron.com/de/articles/10131699-bevorzugten-benachrichtigungskanal-festlegen.md) - [So planen Sie eine E-Mail](https://help.carepatron.com/de/articles/10269458-so-planen-sie-eine-e-mail.md) ### Compliance, Privacy, & Security - [BAA mit Carepatron](https://help.carepatron.com/de/articles/6381749-baa-mit-carepatron.md) - [Ist Carepatron HIPAA-konform?](https://help.carepatron.com/de/articles/6381803-ist-carepatron-hipaa-konform.md) - [Carepatron Subprozessoren](https://help.carepatron.com/de/articles/8216691-carepatron-subprozessoren.md) - [Wie Carepatron Ihnen hilft, die DSGVO einzuhalten](https://help.carepatron.com/de/articles/8216236-wie-carepatron-ihnen-hilft-die-dsgvo-einzuhalten.md) - [Methoden zur Anmeldung bei Carepatron](https://help.carepatron.com/de/articles/10166372-methoden-zur-anmeldung-bei-carepatron.md) - [Multi-Faktor-Authentifizierung \(MFA\)](https://help.carepatron.com/de/articles/10149821-multi-faktor-authentifizierung-mfa.md) ### Telehealth - [Eine Videokonferenz organisieren](https://help.carepatron.com/de/articles/6381832-eine-videokonferenz-organisieren.md) - [Fehlerbehebung bei Problemen mit Telemedizin-Terminen \(Videoanrufe\) \(mit Checkliste\)](https://help.carepatron.com/de/articles/6379257-fehlerbehebung-bei-problemen-mit-telemedizin-terminen-videoanrufe-mit-checkliste.md) - [Kamera und Mikrofon für Videoanrufe](https://help.carepatron.com/de/articles/6378777-kamera-und-mikrofon-fur-videoanrufe.md) - [Video-Hintergrund ändern](https://help.carepatron.com/de/articles/8627859-video-hintergrund-andern.md) - [FAQ zur Telemedizin](https://help.carepatron.com/de/articles/9232708-faq-zur-telemedizin.md) ### Connecting Third Party Apps - [Verbindung von Zoom mit Carepatron](https://help.carepatron.com/de/articles/6378773-verbindung-von-zoom-mit-carepatron.md) - [Hinzufügen eines Zoom-Anrufs für ein anderes Teammitglied](https://help.carepatron.com/de/articles/6378774-hinzufugen-eines-zoom-anrufs-fur-ein-anderes-teammitglied.md) - [Integration von Carepatron mit Ihrer Buchhaltungssoftware](https://help.carepatron.com/de/articles/8546209-integration-von-carepatron-mit-ihrer-buchhaltungssoftware.md) ### What Your Clients See - [Patientenportal](https://help.carepatron.com/de/articles/6379248-patientenportal.md) ## Bahasa Indonesia ### Getting Started with Carepatron - [Memulai dengan Carepatron](https://help.carepatron.com/id/articles/9894021-memulai-dengan-carepatron.md) - [Memulai dengan Penjadwalan Janji Temu](https://help.carepatron.com/id/articles/9777239-memulai-dengan-penjadwalan-janji-temu.md) - [Memulai dengan Berkas Klien](https://help.carepatron.com/id/articles/9791850-memulai-dengan-berkas-klien.md) - [Memulai dengan Penagihan Anda](https://help.carepatron.com/id/articles/9787512-memulai-dengan-penagihan-anda.md) - [Memulai dengan Peti Masuk](https://help.carepatron.com/id/articles/9774252-memulai-dengan-peti-masuk.md) - [Memulai dengan "Tim Anda"](https://help.carepatron.com/id/articles/9859673-memulai-dengan-tim-anda.md) - [Memulai dengan Model](https://help.carepatron.com/id/articles/9868145-memulai-dengan-model.md) - [Memulai dengan Teleconsultasi](https://help.carepatron.com/id/articles/9875842-memulai-dengan-teleconsultasi.md) ### Appointment Scheduling & Calendar - [Mengaktifkan pemesanan online](https://help.carepatron.com/id/articles/6902154-mengaktifkan-pemesanan-online.md): Bagaimana cara mengaktifkan pemesanan online untuk klien saya? - [Kelola Ketersediaan Anda](https://help.carepatron.com/id/articles/6844545-kelola-ketersediaan-anda.md) - [Seret dan Lepaskan Janji di Kalender Anda](https://help.carepatron.com/id/articles/6828374-seret-dan-lepaskan-janji-di-kalender-anda.md): Bagaimana Cara Menyeret dan Melepaskan Janji di Kalender Saya? - [Beritahu saat Anda sedang tidak berada di kantor \(OOO\)](https://help.carepatron.com/id/articles/6827811-beritahu-saat-anda-sedang-tidak-berada-di-kantor-ooo.md) - [Jadwalkan janji temu](https://help.carepatron.com/id/articles/6381813-jadwalkan-janji-temu.md): Bagaimana cara menjadwalkan janji temu? - [Sinkronisasi Kalender](https://help.carepatron.com/id/articles/6379265-sinkronisasi-kalender.md) - [Mengatur pengingat janji](https://help.carepatron.com/id/articles/6378787-mengatur-pengingat-janji.md): Bagaimana cara mengatur atau menyesuaikan pengingat janji? - [Sematkan tautan pemesanan online di situs web Anda](https://help.carepatron.com/id/articles/7046273-sematkan-tautan-pemesanan-online-di-situs-web-anda.md): How do I embed a booking link on my website? - [Ubah Zona Waktu Kalender dan Preferensi Bahasa](https://help.carepatron.com/id/articles/8627893-ubah-zona-waktu-kalender-dan-preferensi-bahasa.md): Bagaimana cara mengubah zona waktu kalender saya? - [Menyesuaikan Tampilan Kalender](https://help.carepatron.com/id/articles/8729209-menyesuaikan-tampilan-kalender.md): Bagaimana cara mengubah tampilan kalender saya? - [Jenis Janji Temu dan Acara Kalender](https://help.carepatron.com/id/articles/9829655-jenis-janji-temu-dan-acara-kalender.md) - [Ekspor Janji Temu](https://help.carepatron.com/id/articles/9953829-ekspor-janji-temu.md): Ekspor janji temu Anda dari kalender Carepatron dengan mudah dengan mengikuti langkah-langkah berikut: - [Menyesuaikan Kalender Carepatron saya](https://help.carepatron.com/id/articles/10216507-menyesuaikan-kalender-carepatron-saya.md) ### Billing - [Pembayaran Online dengan Carepatron](https://help.carepatron.com/id/articles/6381761-pembayaran-online-dengan-carepatron.md): Bagaimana cara menerima pembayaran online dengan Carepatron? - [Pemrosesan Pembayaran Tunai atau Lainnya](https://help.carepatron.com/id/articles/6381767-pemrosesan-pembayaran-tunai-atau-lainnya.md) - [Menyesuaikan Template Faktur](https://help.carepatron.com/id/articles/6379195-menyesuaikan-template-faktur.md): Bagaimana cara menyesuaikan faktur saya? - [Membuat Faktur](https://help.carepatron.com/id/articles/6381699-membuat-faktur.md): Bagaimana cara membuat Faktur? - [Menyesuaikan Logo pada Faktur Saya](https://help.carepatron.com/id/articles/6381740-menyesuaikan-logo-pada-faktur-saya.md): Bagaimana cara menyesuaikan logo pada faktur saya? - [Ekspor Data Faktur dan Pembayaran](https://help.carepatron.com/id/articles/6381746-ekspor-data-faktur-dan-pembayaran.md): Bagaimana cara mengekspor data faktur dan pembayaran saya? - [Membuat Superbills](https://help.carepatron.com/id/articles/6646826-membuat-superbills.md): Bagaimana cara membuat superbill? - [Mengedit Faktur yang Sudah Dibayar](https://help.carepatron.com/id/articles/8546715-mengedit-faktur-yang-sudah-dibayar.md): Apakah saya bisa mengedit faktur yang sudah dibayar? - [Menyiapkan Akun Stripe](https://help.carepatron.com/id/articles/8554391-menyiapkan-akun-stripe.md): Bagaimana cara menyiapkan akun Stripe saya? - [Mengedit Stripe Descriptor](https://help.carepatron.com/id/articles/8854781-mengedit-stripe-descriptor.md): Bagaimana cara mengedit stripe descriptor? - [Menerima Pembayaran ACH \(Klien di Amerika Serikat\)](https://help.carepatron.com/id/articles/9056674-menerima-pembayaran-ach-klien-di-amerika-serikat.md) - [Penagihan Legasi di Carepatron](https://help.carepatron.com/id/articles/10504887-penagihan-legasi-di-carepatron.md) ### Documentation - [Mengirim Intake Klien](https://help.carepatron.com/id/articles/6378786-mengirim-intake-klien.md) - [Mengirim Formulir atau Template](https://help.carepatron.com/id/articles/8377911-mengirim-formulir-atau-template.md) - [Mencatat Catatan Klien](https://help.carepatron.com/id/articles/6381829-mencatat-catatan-klien.md) - [Unggah Dokumen Klien](https://help.carepatron.com/id/articles/6379253-unggah-dokumen-klien.md) - [Membuat Template atau Formulir](https://help.carepatron.com/id/articles/8563008-membuat-template-atau-formulir.md) - [Voice to Text - Dikte](https://help.carepatron.com/id/articles/8668338-voice-to-text-dikte.md) - [AI Merangkum](https://help.carepatron.com/id/articles/8682523-ai-merangkum.md) - [Penguncian Catatan](https://help.carepatron.com/id/articles/8719148-penguncian-catatan.md) - [Editor Gambar Tertanam](https://help.carepatron.com/id/articles/9459007-editor-gambar-tertanam.md) - [Tanda Tangan Penyedia](https://help.carepatron.com/id/articles/8849748-tanda-tangan-penyedia.md) - [Bidang Formulir](https://help.carepatron.com/id/articles/9548981-bidang-formulir.md) - [Section Grids](https://help.carepatron.com/id/articles/9770454-section-grids.md) ### Health Records - [Sesuaikan Catatan Klien Anda](https://help.carepatron.com/id/articles/6378779-sesuaikan-catatan-klien-anda.md): Bagaimana cara mengubah kolom catatan klien saya? - [Mengedit Informasi Klien](https://help.carepatron.com/id/articles/6378788-mengedit-informasi-klien.md): Bagaimana cara mengedit informasi klien? - [Impor Data Klien](https://help.carepatron.com/id/articles/6379191-impor-data-klien.md): Bagaimana cara mengimpor data klien saya? - [Tambah Klien](https://help.carepatron.com/id/articles/6379201-tambah-klien.md): Bagaimana cara menambahkan klien baru? - [Mengelola Hubungan Klien](https://help.carepatron.com/id/articles/6379245-mengelola-hubungan-klien.md): Bagaimana cara menambahkan dan mengedit hubungan klien? - [Menetapkan Staf ke Klien](https://help.carepatron.com/id/articles/6381812-menetapkan-staf-ke-klien.md): Bagaimana cara menetapkan staf ke klien? - [Tambah Diagnosis \(Kode DX\)](https://help.carepatron.com/id/articles/8520662-tambah-diagnosis-kode-dx.md): Bagaimana cara menambahkan diagnosis? - [Mengelola Tag](https://help.carepatron.com/id/articles/8520571-mengelola-tag.md): Bagaimana cara membuat tag? - [Mengelola Status Klien](https://help.carepatron.com/id/articles/8627869-mengelola-status-klien.md): Bagaimana cara mengubah status klien saya? - [Kolom Catatan Klien](https://help.carepatron.com/id/articles/8678383-kolom-catatan-klien.md): Apa itu kolom? Bagaimana cara menggunakan kolom catatan klien? - [Mengekspor Data Klien](https://help.carepatron.com/id/articles/9768887-mengekspor-data-klien.md): Bagaimana cara mengekspor data klien saya? - [Memulihkan Item yang Terhapus](https://help.carepatron.com/id/articles/10034073-memulihkan-item-yang-terhapus.md): Temukan kemampuan fitur Trash yang baru diluncurkan! - [Perbedaan antara Klien dan Kontak](https://help.carepatron.com/id/articles/10008077-perbedaan-antara-klien-dan-kontak.md) - [Menyesuaikan zona waktu klien Anda](https://help.carepatron.com/id/articles/10131665-menyesuaikan-zona-waktu-klien-anda.md): Cara mengubah zona waktu klien Anda untuk mengirim pengingat yang sesuai dengan lokasi mereka. - [Arsipkan Klien](https://help.carepatron.com/id/articles/10324545-arsipkan-klien.md) - [Menggabungkan Klien](https://help.carepatron.com/id/articles/10270000-menggabungkan-klien.md) ### Team & Account Settings - [Pindah ke Carepatron](https://help.carepatron.com/id/articles/7940392-pindah-ke-carepatron.md) - [Menghapus Ruang Kerja Anda](https://help.carepatron.com/id/articles/7212660-menghapus-ruang-kerja-anda.md) - [Mengubah Foto Profil Anda](https://help.carepatron.com/id/articles/6828060-mengubah-foto-profil-anda.md) - [Mengelola Anggota Staf](https://help.carepatron.com/id/articles/6381822-mengelola-anggota-staf.md) - [Mengubah Alamat Email Anda](https://help.carepatron.com/id/articles/6381817-mengubah-alamat-email-anda.md) - [Membuat Kontak](https://help.carepatron.com/id/articles/6381809-membuat-kontak.md) - [Menambahkan Lokasi Fisik atau Virtual](https://help.carepatron.com/id/articles/6381807-menambahkan-lokasi-fisik-atau-virtual.md) - [Mengubah Nama Penyedia Layanan](https://help.carepatron.com/id/articles/6381804-mengubah-nama-penyedia-layanan.md) - [Menambahkan atau Memperbarui Logo](https://help.carepatron.com/id/articles/6381794-menambahkan-atau-memperbarui-logo.md) - [Menambahkan atau Menyesuaikan Layanan dan Produk](https://help.carepatron.com/id/articles/6381694-menambahkan-atau-menyesuaikan-layanan-dan-produk.md) - [Mengubah atau Menambahkan Ruang Kerja Baru](https://help.carepatron.com/id/articles/6379228-mengubah-atau-menambahkan-ruang-kerja-baru.md) - [Panduan Izin Pengguna Carepatron](https://help.carepatron.com/id/articles/6378769-panduan-izin-pengguna-carepatron.md) - [Mengatur Ketersediaan untuk Layanan Tertentu](https://help.carepatron.com/id/articles/7928768-mengatur-ketersediaan-untuk-layanan-tertentu.md) - [Unduh Aplikasi Carepatron](https://help.carepatron.com/id/articles/6378775-unduh-aplikasi-carepatron.md) - [Mentransfer Kepemilikan Akun Anda](https://help.carepatron.com/id/articles/6743449-mentransfer-kepemilikan-akun-anda.md) - [Keluar Akun](https://help.carepatron.com/id/articles/8543817-keluar-akun.md) - [Undang Teman: Program Referal Carepatron](https://help.carepatron.com/id/articles/9258457-undang-teman-program-referal-carepatron.md) - [Mengelola Carepatron dari Google Workspace Marketplace](https://help.carepatron.com/id/articles/10238067-mengelola-carepatron-dari-google-workspace-marketplace.md) - [Mengubah Tampilan Ruang Kerja Anda](https://help.carepatron.com/id/articles/10235598-mengubah-tampilan-ruang-kerja-anda.md) ### Communications - [Kotak Masuk - Komunikasi, dibayangkan ulang.](https://help.carepatron.com/id/articles/9030393-kotak-masuk-komunikasi-dibayangkan-ulang.md): Apa saja jenis komunikasi yang ada? - [Sinkronisasi Email](https://help.carepatron.com/id/articles/9029934-sinkronisasi-email.md): Bagaimana cara menyinkronkan email Google saya? - [Membuat dan Menghubungkan Klien melalui Kotak Masuk](https://help.carepatron.com/id/articles/9030374-membuat-dan-menghubungkan-klien-melalui-kotak-masuk.md): Bagaimana cara menghubungkan email klien? - [Membuat Kotak Masuk](https://help.carepatron.com/id/articles/9629730-membuat-kotak-masuk.md): Bagaimana cara membuat kotak masuk? - [Mengirim, membalas, dan meneruskan pesan](https://help.carepatron.com/id/articles/9629824-mengirim-membalas-dan-meneruskan-pesan.md): Bagaimana cara mengirim email? Bagaimana cara membalas email?Bagaimana cara meneruskan email? - [Mengakses Catatan Klien dari Kotak Masuk](https://help.carepatron.com/id/articles/9641863-mengakses-catatan-klien-dari-kotak-masuk.md): Bagaimana cara mengakses catatan klien dari kotak masuk? - [Menetapkan tim ke kotak masuk](https://help.carepatron.com/id/articles/9641894-menetapkan-tim-ke-kotak-masuk.md): Bagaimana cara menetapkan anggota tim saya ke kotak masuk? - [Pemberitahuan dalam Aplikasi](https://help.carepatron.com/id/articles/10104030-pemberitahuan-dalam-aplikasi.md) - [Menyesuaikan notifikasi klien Anda](https://help.carepatron.com/id/articles/10131699-menyesuaikan-notifikasi-klien-anda.md): Sesuaikan notifikasi klien Anda untuk menentukan apakah Anda ingin mereka menerima notifikasi melalui Email atau SMS. - [Cara Menjadwalkan Email](https://help.carepatron.com/id/articles/10269458-cara-menjadwalkan-email.md) ### Compliance, Privacy, & Security - [BAA dengan Carepatron](https://help.carepatron.com/id/articles/6381749-baa-dengan-carepatron.md): Apakah saya memerlukan BAA dengan Carepatron untuk mulai menggunakan Telehealth? - [Apakah Carepatron Mematuhi HIPAA?](https://help.carepatron.com/id/articles/6381803-apakah-carepatron-mematuhi-hipaa.md) - [Subprosesor Carepatron](https://help.carepatron.com/id/articles/8216691-subprosesor-carepatron.md): Informasi mengenai program pihak ketiga yang digunakan Carepatron untuk membantu memproses data. - [Bagaimana Carepatron Membantu Anda Memenuhi Kepatuhan GDPR](https://help.carepatron.com/id/articles/8216236-bagaimana-carepatron-membantu-anda-memenuhi-kepatuhan-gdpr.md): General Data Protection Regulation \(GDPR\) - [Cara untuk masuk ke Carepatron](https://help.carepatron.com/id/articles/10166372-cara-untuk-masuk-ke-carepatron.md): Lihat metode yang dapat Anda gunakan untuk masuk ke akun Anda. - [Otentikasi Multi-Faktor \(MFA\)](https://help.carepatron.com/id/articles/10149821-otentikasi-multi-faktor-mfa.md): Bagaimana cara mengamankan akun Anda? ### Telehealth - [Mengadakan Panggilan Video](https://help.carepatron.com/id/articles/6381832-mengadakan-panggilan-video.md) - [Pemecahan Masalah Janji Telesanté \(Panggilan Video\) \(dengan Daftar Periksa\)](https://help.carepatron.com/id/articles/6379257-pemecahan-masalah-janji-telesante-panggilan-video-dengan-daftar-periksa.md) - [Kamera dan mikrofon untuk panggilan video](https://help.carepatron.com/id/articles/6378777-kamera-dan-mikrofon-untuk-panggilan-video.md) - [Mengubah Latar Belakang Video](https://help.carepatron.com/id/articles/8627859-mengubah-latar-belakang-video.md) - [FAQ Telehealth](https://help.carepatron.com/id/articles/9232708-faq-telehealth.md) ### Connecting Third Party Apps - [Menghubungkan Zoom dengan Carepatron](https://help.carepatron.com/id/articles/6378773-menghubungkan-zoom-dengan-carepatron.md) - [Menambahkan Panggilan Zoom untuk Anggota Tim Lain](https://help.carepatron.com/id/articles/6378774-menambahkan-panggilan-zoom-untuk-anggota-tim-lain.md) - [Integrasi Carepatron dengan Software Akuntansi Anda](https://help.carepatron.com/id/articles/8546209-integrasi-carepatron-dengan-software-akuntansi-anda.md) ### What Your Clients See - [Portal Pasien](https://help.carepatron.com/id/articles/6379248-portal-pasien.md) ## Português ### Getting Started with Carepatron - [Começar com o Carepatron](https://help.carepatron.com/pt/articles/9894021-comecar-com-o-carepatron.md) - [Começar com o agendamento de consultas](https://help.carepatron.com/pt/articles/9777239-comecar-com-o-agendamento-de-consultas.md) - [Começar com os arquivos de clientes](https://help.carepatron.com/pt/articles/9791850-comecar-com-os-arquivos-de-clientes.md) - [Começar com a sua faturação](https://help.carepatron.com/pt/articles/9787512-comecar-com-a-sua-faturacao.md) - [Começando com a Caixa de Entrada](https://help.carepatron.com/pt/articles/9774252-comecando-com-a-caixa-de-entrada.md) - [Começar com Seu Time](https://help.carepatron.com/pt/articles/9859673-comecar-com-seu-time.md) - [Começar com os modelos](https://help.carepatron.com/pt/articles/9868145-comecar-com-os-modelos.md) - [Começar com a teleconsulta](https://help.carepatron.com/pt/articles/9875842-comecar-com-a-teleconsulta.md) ### Agendamento de compromissos e calendário - [Ativar o agendamento online](https://help.carepatron.com/pt/articles/6902154-ativar-o-agendamento-online.md) - [Gerenciando sua disponibilidade](https://help.carepatron.com/pt/articles/6844545-gerenciando-sua-disponibilidade.md) - [Arraste e solte consultas no seu calendário](https://help.carepatron.com/pt/articles/6828374-arraste-e-solte-consultas-no-seu-calendario.md) - [Mostrar quando você está fora do escritório \(OOO\)](https://help.carepatron.com/pt/articles/6827811-mostrar-quando-voce-esta-fora-do-escritorio-ooo.md) - [Agendar uma consulta](https://help.carepatron.com/pt/articles/6381813-agendar-uma-consulta.md) - [Sincronizar Calendário](https://help.carepatron.com/pt/articles/6379265-sincronizar-calendario.md) - [Configurando lembretes de compromissos](https://help.carepatron.com/pt/articles/6378787-configurando-lembretes-de-compromissos.md) - [Inclua um link de agendamento online em seu site.](https://help.carepatron.com/pt/articles/7046273-inclua-um-link-de-agendamento-online-em-seu-site.md) - [Alterar o fuso horário do calendário](https://help.carepatron.com/pt/articles/8627893-alterar-o-fuso-horario-do-calendario.md) - [Personalizar a visualização do calendário](https://help.carepatron.com/pt/articles/8729209-personalizar-a-visualizacao-do-calendario.md) - [Tipos de consultas e eventos no calendário](https://help.carepatron.com/pt/articles/9829655-tipos-de-consultas-e-eventos-no-calendario.md) - [Exportar as consultas](https://help.carepatron.com/pt/articles/9953829-exportar-as-consultas.md) - [Personalizando meu calendário do Carepatron](https://help.carepatron.com/pt/articles/10216507-personalizando-meu-calendario-do-carepatron.md) ### Faturação e pagamentos - [Pagamentos online com Carepatron](https://help.carepatron.com/pt/articles/6381761-pagamentos-online-com-carepatron.md): Como é que aceito pagamentos em linha com o Carepatron? - [Processamento de pagamentos em dinheiro ou outros](https://help.carepatron.com/pt/articles/6381767-processamento-de-pagamentos-em-dinheiro-ou-outros.md): Como posso processar dinheiro ou outros pagamentos? - [Personalizar o modelo de fatura](https://help.carepatron.com/pt/articles/6379195-personalizar-o-modelo-de-fatura.md): Como posso alterar o meu modelo de fatura? - [Criar uma fatura](https://help.carepatron.com/pt/articles/6381699-criar-uma-fatura.md): Como posso criar uma fatura? - [Personalizar o logotipo da minha fatura](https://help.carepatron.com/pt/articles/6381740-personalizar-o-logotipo-da-minha-fatura.md): Como posso personalizar o meu logótipo na minha fatura? - [Exportar os dados de cobrança e pagamento](https://help.carepatron.com/pt/articles/6381746-exportar-os-dados-de-cobranca-e-pagamento.md): Como posso exportar os meus dados de faturação e pagamento? - [Criação de superfaturas](https://help.carepatron.com/pt/articles/6646826-criacao-de-superfaturas.md): Como é que crio uma nota fiscal? - [Editando uma fatura paga](https://help.carepatron.com/pt/articles/8546715-editando-uma-fatura-paga.md): Posso editar uma fatura paga? - [Configuração de uma conta Stripe](https://help.carepatron.com/pt/articles/8554391-configuracao-de-uma-conta-stripe.md): Como é que configuro a minha conta Stripe? - [Editar o descritor Stripe](https://help.carepatron.com/pt/articles/8854781-editar-o-descritor-stripe.md): Como editar o descritor de faixa? - [Aceitar Pagamentos ACH \(Clientes dos EUA\)](https://help.carepatron.com/pt/articles/9056674-aceitar-pagamentos-ach-clientes-dos-eua.md) - [Faturamento legado no Carepatron](https://help.carepatron.com/pt/articles/10504887-faturamento-legado-no-carepatron.md) ### Notas e documentação - [Envio de formulários de admissão de cliente](https://help.carepatron.com/pt/articles/6378786-envio-de-formularios-de-admissao-de-cliente.md): Como é que envio as avaliações ao meu cliente? - [Envio de um formulário ou modelo](https://help.carepatron.com/pt/articles/8377911-envio-de-um-formulario-ou-modelo.md): Como criar e enviar formulários aos clientes? Como preencher/enviar formulários como cliente? - [Capturar uma nota de cliente](https://help.carepatron.com/pt/articles/6381829-capturar-uma-nota-de-cliente.md): Como é que se capta uma nota de cliente? - [Baixar um documento do cliente](https://help.carepatron.com/pt/articles/6379253-baixar-um-documento-do-cliente.md): Como é que carrego um documento, uma fotografia ou um vídeo de um cliente? - [Criar um modelo ou formulário](https://help.carepatron.com/pt/articles/8563008-criar-um-modelo-ou-formulario.md): Como é que posso criar modelos? - [Voz para texto - Ditado](https://help.carepatron.com/pt/articles/8668338-voz-para-texto-ditado.md): Como utilizar a voz para texto numa chamada? O Carepatron tem voz para texto? - [Resumo por IA](https://help.carepatron.com/pt/articles/8682523-resumo-por-ia.md): Como é que utilizo o AI Summarize? O Carepatron utiliza a IA? - [Bloqueio de Notas](https://help.carepatron.com/pt/articles/8719148-bloqueio-de-notas.md): Como é que bloqueio as minhas notas? - [Editor de imagens integradas](https://help.carepatron.com/pt/articles/9459007-editor-de-imagens-integradas.md) - [Assinatura do prestador](https://help.carepatron.com/pt/articles/8849748-assinatura-do-prestador.md): Como é que posso fornecer a minha própria assinatura? - [Campos de formulário](https://help.carepatron.com/pt/articles/9548981-campos-de-formulario.md) - [Grades de seção](https://help.carepatron.com/pt/articles/9770454-grades-de-secao.md) ### Registos de saúde - [Personalize sua template de Registro de Clientes](https://help.carepatron.com/pt/articles/6378779-personalize-sua-template-de-registro-de-clientes.md) - [Editar as informações de um cliente](https://help.carepatron.com/pt/articles/6378788-editar-as-informacoes-de-um-cliente.md) - [Importar dados de clientes](https://help.carepatron.com/pt/articles/6379191-importar-dados-de-clientes.md) - [Adicionar novo cliente](https://help.carepatron.com/pt/articles/6379201-adicionar-novo-cliente.md) - [Gerenciar Relações com Clientes](https://help.carepatron.com/pt/articles/6379245-gerenciar-relacoes-com-clientes.md) - [Atribuir membro da equipe a um cliente](https://help.carepatron.com/pt/articles/6381812-atribuir-membro-da-equipe-a-um-cliente.md): Como é que atribuo pessoal a um cliente? - [Adicionar um diagnóstico \(código DX\)](https://help.carepatron.com/pt/articles/8520662-adicionar-um-diagnostico-codigo-dx.md) - [Personalizar e criar etiquetas](https://help.carepatron.com/pt/articles/8520571-personalizar-e-criar-etiquetas.md) - [Gerenciar a situação dos clientes](https://help.carepatron.com/pt/articles/8627869-gerenciar-a-situacao-dos-clientes.md) - [Campos do Registro do Cliente](https://help.carepatron.com/pt/articles/8678383-campos-do-registro-do-cliente.md) - [Exportação de dados de clientes](https://help.carepatron.com/pt/articles/9768887-exportacao-de-dados-de-clientes.md) - [Recuperação de Itens Excluídos](https://help.carepatron.com/pt/articles/10034073-recuperacao-de-itens-excluidos.md): Descubra como recuperar clientes da lixeira - [Diferenças entre Clientes e Contatos](https://help.carepatron.com/pt/articles/10008077-diferencas-entre-clientes-e-contatos.md) - [Ajuste o fuso horário dos meus clientes](https://help.carepatron.com/pt/articles/10131665-ajuste-o-fuso-horario-dos-meus-clientes.md) - [Arquivamento de Clientes](https://help.carepatron.com/pt/articles/10324545-arquivamento-de-clientes.md) - [Mesclar Clientes](https://help.carepatron.com/pt/articles/10270000-mesclar-clientes.md) ### Definições da equipa e da conta - [Mudar para o Carepatron](https://help.carepatron.com/pt/articles/7940392-mudar-para-o-carepatron.md): Como posso mudar para o Carepatron? - [Excluir seu espaço de trabalho](https://help.carepatron.com/pt/articles/7212660-excluir-seu-espaco-de-trabalho.md): Como é que elimino um espaço de trabalho? - [Alterar sua foto de perfil](https://help.carepatron.com/pt/articles/6828060-alterar-sua-foto-de-perfil.md) - [Gerenciar os membros da equipe](https://help.carepatron.com/pt/articles/6381822-gerenciar-os-membros-da-equipe.md): Como é que se adiciona um novo membro à equipa? - [Alterar seu endereço de e-mail](https://help.carepatron.com/pt/articles/6381817-alterar-seu-endereco-de-e-mail.md): Como é que se altera o endereço de correio eletrónico? - [Criar um contato](https://help.carepatron.com/pt/articles/6381809-criar-um-contato.md): Como posso criar um novo contacto? - [Adicionar localizações físicas ou virtuais](https://help.carepatron.com/pt/articles/6381807-adicionar-localizacoes-fisicas-ou-virtuais.md): Como é que adiciono localizações de escritórios ou virtuais? Como adicionar uma localização de chamada telefónica? - [Alterar o nome do prestador](https://help.carepatron.com/pt/articles/6381804-alterar-o-nome-do-prestador.md): Como posso atualizar o meu nome de fornecedor? - [Adicionar ou atualizar o logotipo](https://help.carepatron.com/pt/articles/6381794-adicionar-ou-atualizar-o-logotipo.md): Como posso adicionar ou atualizar o meu logótipo? - [Adicionar ou personalizar serviços e produtos](https://help.carepatron.com/pt/articles/6381694-adicionar-ou-personalizar-servicos-e-produtos.md): Como é que adiciono ou personalizo serviços ou produtos? - [Alterar ou adicionar novos espaços de trabalho](https://help.carepatron.com/pt/articles/6379228-alterar-ou-adicionar-novos-espacos-de-trabalho.md): Como posso alternar entre espaços de trabalho ou adicionar novos espaços de trabalho? - [Guia de permissões de usuários do Carepatron](https://help.carepatron.com/pt/articles/6378769-guia-de-permissoes-de-usuarios-do-carepatron.md): Como posso gerir as permissões de utilizador? - [Definir a disponibilidade para serviços específicos](https://help.carepatron.com/pt/articles/7928768-definir-a-disponibilidade-para-servicos-especificos.md): Defina horários disponíveis para serviços específicos que o seu cliente pode reservar. - [Baixar o aplicativo Carepatron](https://help.carepatron.com/pt/articles/6378775-baixar-o-aplicativo-carepatron.md): Como posso descarregar a aplicação Carepatron? - [Transferir a propriedade da sua conta](https://help.carepatron.com/pt/articles/6743449-transferir-a-propriedade-da-sua-conta.md): Como é que se transfere a propriedade da conta Carepatron? - [Desconectar](https://help.carepatron.com/pt/articles/8543817-desconectar.md): Como faço para terminar a sessão? - [Indique um Amigo: Programa de Indicação Carepatron](https://help.carepatron.com/pt/articles/9258457-indique-um-amigo-programa-de-indicacao-carepatron.md) - [Planos Carepatron](https://help.carepatron.com/pt/articles/10127063-planos-carepatron.md) - [Gerencie o Carepatron pelo Google Workspace Marketplace](https://help.carepatron.com/pt/articles/10238067-gerencie-o-carepatron-pelo-google-workspace-marketplace.md) - [Alterando a aparência do seu espaço de trabalho](https://help.carepatron.com/pt/articles/10235598-alterando-a-aparencia-do-seu-espaco-de-trabalho.md) ### Communications - [Caixa de Entrada - Comunicação reinventada.](https://help.carepatron.com/pt/articles/9030393-caixa-de-entrada-comunicacao-reinventada.md) - [Sincronizar seu e-mail](https://help.carepatron.com/pt/articles/9029934-sincronizar-seu-e-mail.md) - [Criando e vinculando um cliente através da caixa de entrada](https://help.carepatron.com/pt/articles/9030374-criando-e-vinculando-um-cliente-atraves-da-caixa-de-entrada.md) - [Criar uma caixa de entrada](https://help.carepatron.com/pt/articles/9629730-criar-uma-caixa-de-entrada.md) - [Enviando, respondendo e encaminhando mensagens](https://help.carepatron.com/pt/articles/9629824-enviando-respondendo-e-encaminhando-mensagens.md) - [Acessar o prontuário de um cliente a partir da caixa de entrada](https://help.carepatron.com/pt/articles/9641863-acessar-o-prontuario-de-um-cliente-a-partir-da-caixa-de-entrada.md) - [Atribuir uma equipe a uma caixa de entrada](https://help.carepatron.com/pt/articles/9641894-atribuir-uma-equipe-a-uma-caixa-de-entrada.md) - [Notificações no Aplicativo](https://help.carepatron.com/pt/articles/10104030-notificacoes-no-aplicativo.md) - [Definir o canal de notificação preferido](https://help.carepatron.com/pt/articles/10131699-definir-o-canal-de-notificacao-preferido.md) - [Como programar um e-mail](https://help.carepatron.com/pt/articles/10269458-como-programar-um-e-mail.md) ### Conformidade, privacidade e segurança - [BAA com o Carepatron](https://help.carepatron.com/pt/articles/6381749-baa-com-o-carepatron.md) - [O Carepatron está em conformidade com a HIPAA?](https://help.carepatron.com/pt/articles/6381803-o-carepatron-esta-em-conformidade-com-a-hipaa.md) - [Subprocessadores do Carepatron](https://help.carepatron.com/pt/articles/8216691-subprocessadores-do-carepatron.md) - [Como o Carepatron ajuda você com a conformidade com o GDPR](https://help.carepatron.com/pt/articles/8216236-como-o-carepatron-ajuda-voce-com-a-conformidade-com-o-gdpr.md) - [Formas de fazer login no Carepatron](https://help.carepatron.com/pt/articles/10166372-formas-de-fazer-login-no-carepatron.md): Veja os métodos que você pode usar para acessar sua conta - [Autenticação de Dois Fatores \(MFA\)](https://help.carepatron.com/pt/articles/10149821-autenticacao-de-dois-fatores-mfa.md) ### Telessaúde - [Organizar uma videoconferência](https://help.carepatron.com/pt/articles/6381832-organizar-uma-videoconferencia.md): Como é que se organiza uma videochamada? - [Resolução de problemas de marcação de consultas de tele-saúde \(videochamada\) \(mais lista de verificação\)](https://help.carepatron.com/pt/articles/6379257-resolucao-de-problemas-de-marcacao-de-consultas-de-tele-saude-videochamada-mais-lista-de-verificacao.md): Como posso resolver problemas de marcação de consultas de tele-saúde? - [Câmera e micro para chamadas de vídeo](https://help.carepatron.com/pt/articles/6378777-camera-e-micro-para-chamadas-de-video.md): Como conceder permissões de câmara e microfone ao Carepatron? - [Mudar o plano de fundo do vídeo](https://help.carepatron.com/pt/articles/8627859-mudar-o-plano-de-fundo-do-video.md): Como posso alterar o fundo do meu vídeo? - [Perguntas Frequentes sobre Telemedicina](https://help.carepatron.com/pt/articles/9232708-perguntas-frequentes-sobre-telemedicina.md) ### Ligar aplicações de terceiros - [Conexão do Zoom com o Carepatron](https://help.carepatron.com/pt/articles/6378773-conexao-do-zoom-com-o-carepatron.md) - [Adicionar uma chamada Zoom para outro membro da equipe](https://help.carepatron.com/pt/articles/6378774-adicionar-uma-chamada-zoom-para-outro-membro-da-equipe.md) - [Integração do Carepatron com seu software de contabilidade](https://help.carepatron.com/pt/articles/8546209-integracao-do-carepatron-com-seu-software-de-contabilidade.md) ### O que os seus clientes vêem - [Portal do paciente](https://help.carepatron.com/pt/articles/6379248-portal-do-paciente.md) ## Español ### Getting Started with Carepatron - [Comenzar con Carepatron](https://help.carepatron.com/es/articles/9894021-comenzar-con-carepatron.md): Comenzar con Carepatron - [Comenzar con la Programación de citas](https://help.carepatron.com/es/articles/9777239-comenzar-con-la-programacion-de-citas.md) - [Comenzar con los Registros de Clientes](https://help.carepatron.com/es/articles/9791850-comenzar-con-los-registros-de-clientes.md) - [Comenzar con la Facturación](https://help.carepatron.com/es/articles/9787512-comenzar-con-la-facturacion.md) - [Comenzar con la Bandeja de Entrada](https://help.carepatron.com/es/articles/9774252-comenzar-con-la-bandeja-de-entrada.md) - [Comenzar con "Tu equipo"](https://help.carepatron.com/es/articles/9859673-comenzar-con-tu-equipo.md): Comenzar con "Tu equipo" - [Comenzar con Plantillas](https://help.carepatron.com/es/articles/9868145-comenzar-con-plantillas.md) - [Comenzar con Telehealth](https://help.carepatron.com/es/articles/9875842-comenzar-con-telehealth.md) ### Programación de Citas y Calendario - [Reservas en línea](https://help.carepatron.com/es/articles/6902154-reservas-en-linea.md): ¿Cómo puedo permitir que mis clientes reserven por Internet? - [Gestiona tu disponibilidad](https://help.carepatron.com/es/articles/6844545-gestiona-tu-disponibilidad.md): ¿Cómo puedo gestionar su disponibilidad? - [Arrastra y suelta citas en tu calendario](https://help.carepatron.com/es/articles/6828374-arrastra-y-suelta-citas-en-tu-calendario.md): ¿Cómo puedo arrastrar y soltar citas en mi calendario? - [Mostrar cuando está fuera de la oficina \(OOO\)](https://help.carepatron.com/es/articles/6827811-mostrar-cuando-esta-fuera-de-la-oficina-ooo.md): ¿Cómo se crea un "Fuera de la oficina"? - [Programar una cita](https://help.carepatron.com/es/articles/6381813-programar-una-cita.md): ¿Cómo puedo concertar una cita? - [Sincronizar calendario](https://help.carepatron.com/es/articles/6379265-sincronizar-calendario.md): ¿Cómo sincronizo mi calendario? - [Recordatorios de Citas](https://help.carepatron.com/es/articles/6378787-recordatorios-de-citas.md): ¿Cómo configuro o personalizo los recordatorios de citas? - [Incluya un enlace de reserva en línea en su sitio web](https://help.carepatron.com/es/articles/7046273-incluya-un-enlace-de-reserva-en-linea-en-su-sitio-web.md): ¿Cómo incluyo un enlace de reserva en mi sitio web? - [Cambiar la zona horaria del calendario](https://help.carepatron.com/es/articles/8627893-cambiar-la-zona-horaria-del-calendario.md): ¿Cómo cambiar la zona horaria de mi calendario? - [Personalizar la vista del calendario](https://help.carepatron.com/es/articles/8729209-personalizar-la-vista-del-calendario.md): ¿Cómo ver el calendario por citas del personal? - [Tipos de Citas y Eventos en el Calendario](https://help.carepatron.com/es/articles/9829655-tipos-de-citas-y-eventos-en-el-calendario.md) - [Exportar Citas](https://help.carepatron.com/es/articles/9953829-exportar-citas.md): Exportar Citas - [Personalizando mi calendario de Carepatron](https://help.carepatron.com/es/articles/10216507-personalizando-mi-calendario-de-carepatron.md) ### Facturación y Pagos - [Pagos en línea con Carepatron](https://help.carepatron.com/es/articles/6381761-pagos-en-linea-con-carepatron.md): ¿Cómo acepto pagos en línea con Carepatron? - [Procesamiento de efectivo u otros pagos](https://help.carepatron.com/es/articles/6381767-procesamiento-de-efectivo-u-otros-pagos.md): ¿Cómo se procesan los pagos en efectivo o de otro tipo? - [Modificar el modelo de factura](https://help.carepatron.com/es/articles/6379195-modificar-el-modelo-de-factura.md): ¿Cómo puedo cambiar mi modelo de factura? - [Crear una factura](https://help.carepatron.com/es/articles/6381699-crear-una-factura.md): ¿Cómo se crea una factura? - [Personalizar mi logotipo en la factura](https://help.carepatron.com/es/articles/6381740-personalizar-mi-logotipo-en-la-factura.md): ¿Cómo personalizo mi logotipo en la factura? - [Exportar datos de facturas y pagos](https://help.carepatron.com/es/articles/6381746-exportar-datos-de-facturas-y-pagos.md): ¿Cómo puedo exportar mis datos de facturas y pagos? - [Creación de Superbills](https://help.carepatron.com/es/articles/6646826-creacion-de-superbills.md): ¿Cómo se crea una superfactura? - [Editar una factura pagada](https://help.carepatron.com/es/articles/8546715-editar-una-factura-pagada.md): ¿Puedo editar una factura pagada? - [Crear una cuenta Stripe](https://help.carepatron.com/es/articles/8554391-crear-una-cuenta-stripe.md): ¿Cómo configuro mi cuenta de Stripe? - [Editar el Descriptor de Stripe](https://help.carepatron.com/es/articles/8854781-editar-el-descriptor-de-stripe.md): ¿Cómo editar el descriptor de Stripe? - [Aceptar Pagos ACH \(Clientes de EE. UU.\)](https://help.carepatron.com/es/articles/9056674-aceptar-pagos-ach-clientes-de-ee-uu.md): ¿Cómo acepto pagos ACH con Carepatron? - [Facturación heredada en Carepatron](https://help.carepatron.com/es/articles/10504887-facturacion-heredada-en-carepatron.md) ### Notas y Documentación - [Envío de formularios de admisión y documentos a los clientes](https://help.carepatron.com/es/articles/6378786-envio-de-formularios-de-admision-y-documentos-a-los-clientes.md): ¿Cómo envío las tomas a mi cliente? - [Enviar formularios](https://help.carepatron.com/es/articles/8377911-enviar-formularios.md): ¿Cómo crear y enviar formularios a los clientes? ¿Cómo rellenar/enviar formularios como cliente? - [Capturar una nota de cliente](https://help.carepatron.com/es/articles/6381829-capturar-una-nota-de-cliente.md): ¿Cómo se captura una nota de un cliente? - [Cargar documento del cliente](https://help.carepatron.com/es/articles/6379253-cargar-documento-del-cliente.md): ¿Cómo subo un documento, foto o vídeo de un cliente? - [Crear una plantilla](https://help.carepatron.com/es/articles/8563008-crear-una-plantilla.md): ¿Cómo se crean las plantillas? - [Dictado de voz a texto](https://help.carepatron.com/es/articles/8668338-dictado-de-voz-a-texto.md): ¿Cómo utilizar la voz a texto en llamada? Tiene Carepatron voz a texto? - [Resumen con IA](https://help.carepatron.com/es/articles/8682523-resumen-con-ia.md): ¿Cómo se utiliza AI Summarize? ¿Utiliza Carepatron la IA? - [Bloqueo de notas](https://help.carepatron.com/es/articles/8719148-bloqueo-de-notas.md): ¿Cómo bloqueo mis notas? - [Editor de Imágenes Insertadas](https://help.carepatron.com/es/articles/9459007-editor-de-imagenes-insertadas.md): Editor de Imágenes Insertadas - [Firma del proveedor](https://help.carepatron.com/es/articles/8849748-firma-del-proveedor.md): ¿Cómo pongo mi propia firma? - [Campos del Formulario](https://help.carepatron.com/es/articles/9548981-campos-del-formulario.md): ¿Cómo uso los campos del formulario para crear plantillas y formularios? - [Cuadrículas de Sección](https://help.carepatron.com/es/articles/9770454-cuadriculas-de-seccion.md): ¿Cómo agrego cuadrículas a secciones en mis formularios? ### Registros de Salud - [Personalice su plantilla de Registro de clientes](https://help.carepatron.com/es/articles/6378779-personalice-su-plantilla-de-registro-de-clientes.md): ¿Cómo puedo modificar los campos de mi ficha de cliente? - [Editar la información de un cliente](https://help.carepatron.com/es/articles/6378788-editar-la-informacion-de-un-cliente.md): ¿Cómo edito la información de un cliente? - [Importar datos de clientes](https://help.carepatron.com/es/articles/6379191-importar-datos-de-clientes.md) - [Añadir nuevo cliente](https://help.carepatron.com/es/articles/6379201-anadir-nuevo-cliente.md): ¿Cómo añado un nuevo cliente? - [Gestionar Relaciones de Clientes](https://help.carepatron.com/es/articles/6379245-gestionar-relaciones-de-clientes.md): ¿Cómo añado una relación con un cliente? - [Asignar miembro de equipo a un cliente](https://help.carepatron.com/es/articles/6381812-asignar-miembro-de-equipo-a-un-cliente.md): ¿Cómo asigno personal a un cliente? - [Añadir un diagnóstico \(código DX\)](https://help.carepatron.com/es/articles/8520662-anadir-un-diagnostico-codigo-dx.md): ¿Cómo añadir un diagnóstico? - [Personalizar y crear etiquetas](https://help.carepatron.com/es/articles/8520571-personalizar-y-crear-etiquetas.md): ¿Cómo se crean las etiquetas? - [Gestionar la situación de los clientes](https://help.carepatron.com/es/articles/8627869-gestionar-la-situacion-de-los-clientes.md): ¿Cómo puedo cambiar el estatus de mi cliente? - [Campos del Registro del Cliente](https://help.carepatron.com/es/articles/8678383-campos-del-registro-del-cliente.md): ¿Qué son los campos? ¿Cómo se utilizan los campos de los registros de clientes? - [Exportar Datos de Clientes](https://help.carepatron.com/es/articles/9768887-exportar-datos-de-clientes.md): ¿Cómo exporto los datos de mi cliente? - [Recuperar Perfiles de Clientes Eliminados](https://help.carepatron.com/es/articles/10034073-recuperar-perfiles-de-clientes-eliminados.md): Descubre cómo recuperar clientes de la papelera. - [Diferencias entre Clientes y Contactos](https://help.carepatron.com/es/articles/10008077-diferencias-entre-clientes-y-contactos.md) - [Ajusta la zona horaria de mis clientes](https://help.carepatron.com/es/articles/10131665-ajusta-la-zona-horaria-de-mis-clientes.md) - [Archivado de Clientes](https://help.carepatron.com/es/articles/10324545-archivado-de-clientes.md) - [Fusionar Clientes](https://help.carepatron.com/es/articles/10270000-fusionar-clientes.md) ### Configuración de Equipo y Cuenta - [Cambiarte a Carepatron](https://help.carepatron.com/es/articles/7940392-cambiarte-a-carepatron.md): ¿Cómo importo mis clientes? - [Eliminar tu espacio de trabajo](https://help.carepatron.com/es/articles/7212660-eliminar-tu-espacio-de-trabajo.md): ¿Cómo se suprime un espacio de trabajo? - [Cambia tu foto de perfil](https://help.carepatron.com/es/articles/6828060-cambia-tu-foto-de-perfil.md): ¿Cómo cambio mi foto de perfil? - [Gestionar miembros del equipo](https://help.carepatron.com/es/articles/6381822-gestionar-miembros-del-equipo.md): ¿Cómo se añade un nuevo miembro al equipo? - [Cambiar tu correo electrónico](https://help.carepatron.com/es/articles/6381817-cambiar-tu-correo-electronico.md): ¿Cómo se cambia la dirección de correo electrónico? - [Crear un contacto](https://help.carepatron.com/es/articles/6381809-crear-un-contacto.md): ¿Cómo crear un nuevo contacto? - [Añadir ubicaciones físicas o virtuales](https://help.carepatron.com/es/articles/6381807-anadir-ubicaciones-fisicas-o-virtuales.md): ¿Cómo añado oficinas o ubicaciones virtuales? ¿Cómo añadir la ubicación de las llamadas telefónicas? - [Cambiar el nombre del proveedor](https://help.carepatron.com/es/articles/6381804-cambiar-el-nombre-del-proveedor.md): ¿Cómo actualizo el nombre de mi proveedor? - [Añadir o actualizar logotipo](https://help.carepatron.com/es/articles/6381794-anadir-o-actualizar-logotipo.md): ¿Cómo añado o actualizo mi logotipo? - [Añadir o personalizar servicios y productos](https://help.carepatron.com/es/articles/6381694-anadir-o-personalizar-servicios-y-productos.md): ¿Cómo añado o personalizo servicios o productos? - [Cambiar o añadir nuevos espacios de trabajo](https://help.carepatron.com/es/articles/6379228-cambiar-o-anadir-nuevos-espacios-de-trabajo.md): ¿Cómo cambio o añado nuevos espacios de trabajo? - [Guía de permisos de usuario de Carepatron](https://help.carepatron.com/es/articles/6378769-guia-de-permisos-de-usuario-de-carepatron.md): ¿Cómo se gestionan los permisos de los usuarios? - [Establecer disponibilidad para servicios específicos](https://help.carepatron.com/es/articles/7928768-establecer-disponibilidad-para-servicios-especificos.md): Establezca horarios disponibles para servicios específicos que su cliente pueda reservar. - [Descarga la aplicación de Carepatron](https://help.carepatron.com/es/articles/6378775-descarga-la-aplicacion-de-carepatron.md): ¿Cómo descargo la aplicación Carepatron? - [Transferir la propiedad de tu cuenta](https://help.carepatron.com/es/articles/6743449-transferir-la-propiedad-de-tu-cuenta.md): ¿Cómo se transfiere la titularidad de su cuenta Carepatron? - [Cerrar sesión](https://help.carepatron.com/es/articles/8543817-cerrar-sesion.md): ¿Cómo se cierra la sesión? - [Referir a un Amigo: Programa de Referidos de Carepatron](https://help.carepatron.com/es/articles/9258457-referir-a-un-amigo-programa-de-referidos-de-carepatron.md): ¿Cómo puedo referir a amigos a Carepatron? - [Gestionar Carepatron desde Google Workspace Marketplace](https://help.carepatron.com/es/articles/10238067-gestionar-carepatron-desde-google-workspace-marketplace.md) - [Cambiar la apariencia de tu espacio de trabajo](https://help.carepatron.com/es/articles/10235598-cambiar-la-apariencia-de-tu-espacio-de-trabajo.md) ### Communications - [Buzón - Comunicación, reinventada](https://help.carepatron.com/es/articles/9030393-buzon-comunicacion-reinventada.md): ¿Qué tipos de comunicación existen? - [Sincroniza tu Correo Electrónico](https://help.carepatron.com/es/articles/9029934-sincroniza-tu-correo-electronico.md) - [Crear y vincular un cliente a través del buzón de entrada](https://help.carepatron.com/es/articles/9030374-crear-y-vincular-un-cliente-a-traves-del-buzon-de-entrada.md): ¿Cómo vinculo el correo electrónico de un cliente? - [Crear un buzón de entrada](https://help.carepatron.com/es/articles/9629730-crear-un-buzon-de-entrada.md): ¿Cómo puedo crear un buzón de entrada? - [Enviar, responder y reenviar mensajes](https://help.carepatron.com/es/articles/9629824-enviar-responder-y-reenviar-mensajes.md): ¿Cómo envío un correo electrónico? ¿Cómo respondo a un correo electrónico? ¿Cómo reenvío un correo electrónico? - [Acceder al registro de un cliente desde la bandeja de entrada](https://help.carepatron.com/es/articles/9641863-acceder-al-registro-de-un-cliente-desde-la-bandeja-de-entrada.md): ¿Cómo accedo al registro de un cliente desde la bandeja de entrada? - [Asignar un equipo a un buzón de entrada](https://help.carepatron.com/es/articles/9641894-asignar-un-equipo-a-un-buzon-de-entrada.md): ¿Cómo puedo asignar a los miembros de mi equipo a un buzón de entrada? - [Notificaciones: Tipos y Dónde encontrarlas](https://help.carepatron.com/es/articles/10104030-notificaciones-tipos-y-donde-encontrarlas.md) - [Configura el canal de notificación preferido](https://help.carepatron.com/es/articles/10131699-configura-el-canal-de-notificacion-preferido.md) - [Cómo programar un correo electrónico](https://help.carepatron.com/es/articles/10269458-como-programar-un-correo-electronico.md) ### Cumplimiento, Privacidad y Seguridad - [BAA con Carepatron](https://help.carepatron.com/es/articles/6381749-baa-con-carepatron.md): ¿Necesito un BAA con Carepatron para empezar a utilizar la telesalud? - [¿Carepatron cumple con HIPAA?](https://help.carepatron.com/es/articles/6381803-carepatron-cumple-con-hipaa.md) - [Sub-procesadores de Carepatron](https://help.carepatron.com/es/articles/8216691-sub-procesadores-de-carepatron.md): Información sobre programas de terceros que Carepatron utiliza para ayudar a procesar los datos. - [Cómo Carepatron te ayuda con el cumplimiento del GDPR](https://help.carepatron.com/es/articles/8216236-como-carepatron-te-ayuda-con-el-cumplimiento-del-gdpr.md): Reglamento general de protección de datos \(RGPD\) - [Formas de iniciar sesión en Carepatron](https://help.carepatron.com/es/articles/10166372-formas-de-iniciar-sesion-en-carepatron.md): Consulta los métodos que puedes usar para acceder a tu cuenta - [Autenticación Multifactor \(MFA\)](https://help.carepatron.com/es/articles/10149821-autenticacion-multifactor-mfa.md) ### Telemedicina - [Organizar una videoconferencia](https://help.carepatron.com/es/articles/6381832-organizar-una-videoconferencia.md): ¿Cómo se organiza una videollamada? - [Solución de problemas con citas de Telemedicina \(videollamada\) \(más lista de verificación\).](https://help.carepatron.com/es/articles/6379257-solucion-de-problemas-con-citas-de-telemedicina-videollamada-mas-lista-de-verificacion.md): ¿Cómo se resuelven los problemas relacionados con las citas de telesalud? - [Cámara y Micrófono para Videollamadas](https://help.carepatron.com/es/articles/6378777-camara-y-microfono-para-videollamadas.md): ¿Cómo conceder permisos de cámara y micrófono a Carepatron? - [Cambiar el fondo del vídeo](https://help.carepatron.com/es/articles/8627859-cambiar-el-fondo-del-video.md): ¿Cómo puedo cambiar el fondo de mi vídeo? - [Preguntas Frecuentes sobre Telehealth](https://help.carepatron.com/es/articles/9232708-preguntas-frecuentes-sobre-telehealth.md): Aquí tienes algunas preguntas frecuentes sobre nuestra capacidad de Telehealth. ### Conectar Aplicaciones de Terceros - [Conexión de Zoom con Carepatron](https://help.carepatron.com/es/articles/6378773-conexion-de-zoom-con-carepatron.md): ¿Cómo conectar Zoom con Carepatron? - [Añadir una llamada de Zoom para otro miembro del equipo](https://help.carepatron.com/es/articles/6378774-anadir-una-llamada-de-zoom-para-otro-miembro-del-equipo.md): Cómo programar una llamada Zoom para otra persona de su equipo - [Integración de Carepatron con tu software de contabilidad](https://help.carepatron.com/es/articles/8546209-integracion-de-carepatron-con-tu-software-de-contabilidad.md): ¿Se integra Carepatron con mi programa de contabilidad? ### Lo que ven tus clientes" - [Portal del paciente](https://help.carepatron.com/es/articles/6379248-portal-del-paciente.md): ¿Cómo funciona el Portal del Paciente? ## Türkçe ### Communications - [Uygulama İçi Bildirimler](https://help.carepatron.com/tr/articles/10104030-uygulama-ici-bildirimler.md)