Signing in, the two toolbar rows, finding a patient with Chart search, Patient Information, the assistant keys, the to-do list, and dark mode.

The day table column by column, the preview pane, every right-click menu, week, month and team views, Next opening, Highlight gaps, and the waitlist rail.

Booking from Available Time Slots, the waitlist, rescheduling, the cancel dialog and its reasons, and a real Shuffle batch staged and applied when a provider calls in sick.

The three doors a new patient arrives through — the website booking widget, a phone call, and the front desk — then the portal invite, Complete Signup, and scanning an insurance card.

The Previsit column, Visit Readiness in the preview pane, checking a patient in at the desk, and when to hand someone the kiosk instead.

The softphone dock and its status, do not disturb, calling a patient, transferring a call, voicemail, and what the AI agent does when nobody picks up.

Patient messages routed to the desk, writing and sending a reply, sorting and filtering the queue, website inquiries, and what to hand to a clinician.

Working the shared fax queue — the folders, linking a fax to the right chart, creating a chart from one, marking it done — and accepting an inbound referral.

The board end to end: Mark arrived, Triage, Room and Discharge, acuity, reaching a patient by call or text, the copay chip, and the patient’s own phone sign-up.

Where a patient’s balance lives, taking cash and checks with the change worked out for you, statements singly and in bulk, the Day Sheet, and how patients pay in the portal.