video1.0<iframe src="https://www.loom.com/embed/58f8e4fa93cf447891d344a439182e14" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/58f8e4fa93cf447891d344a439182e14-5851820fd7fd39d2.gif387.148Managing Visit Types and Reasons for Appointment Types, Purposes, and Patient Types (For Nextech & 4D EMR Customers Only)In this video, I explain how visit types and reasons work together in our practice management system, particularly for Next Tech and 4D EMR customers. I cover how to differentiate between new and existing patients and the importance of appointment categories. Additionally, I demonstrate how to manage reasons for visits and their visibility in online scheduling versus the CRM. Please make sure to review the examples provided and apply this knowledge to your setup.