Learn the ins and outs
of the system
Short, step-by-step guides, from first login through patients, scheduling, and billing.
20 guides across 6 modules · about 4 minutes each
Create and Manage Patient Records
Add new patients, update demographics, and keep records organized.
Creating Appointments
Book, edit, and manage appointments on the mdhub calendar.
Adding Insurance Information for a Patient
Manually add patient insurance details and check insurance eligibility.
Managing Provider Availability and Scheduling Preferences
Set each provider's working hours and scheduling preferences so the calendar only offers real availability.
Schedule Calendar Blockers
Block out time on the calendar for breaks, admin work, or time away.
Setting Up Your Sarah Web Widget
Add Sarah to your website so patients can self-schedule and ask questions.
Setting Up Your Sarah Phone Agent
Configure Sarah to answer and route incoming patient calls.
Setting Up Laura, Your AI Care Coordinator
Turn on Laura to coordinate patient care tasks automatically.
Configure Automatic Patient Billing and Payment Rules
Set up autopay, payment rules, and billing preferences.
Patient Ledger, Invoicing, and Charging Your Patients
Track balances, generate invoices, and charge patients.
Managing Your RCM Through Patient Billing, Claims, and Transactions
Process claims via insurance and add ad hoc financial transactions in the RCM view.
Sending a Patient Portal Invite and Navigating the Portal
Invite patients to the portal and show them what they'll see.
Send and Receive Faxes
Send, receive, and manage faxes directly in mdhub.
Patient Communications via mdhub
Pick communication preferences and delivery options to reach patients seamlessly.
Managing Tasks and Communications
Work your inbox and tasks so nothing from patients or teammates slips through.
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Better operations. Elevated care.
