video1.0<iframe src="https://www.loom.com/embed/34a36b38e540433ab5f4c6245e376b76" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/34a36b38e540433ab5f4c6245e376b76-7ef835d9bae480da.gif114.5In this video, I walk you through how to navigate the patient board, highlighting the preferred activity view that shows tasks and their deadlines. You'll see how overdue tasks are marked in red and how to complete activities by simply clicking on them, which automatically updates the invoice with associated charges. I also explain how to access patient documents and generate a treatment summary for checkout. Please make sure to familiarize yourself with these features to enhance our workflow. Next, we'll dive into the patient detail view.