Practice management
Locations, team roles, integrations, audit log.
Articles
Add a practice location
When to add a location vs. a department, and how locations affect scheduling.
Audit log and access reviews
What is logged, where to read it, and how to run a quarterly access review.
Why is this button disabled? Understanding permissions
How EnWella decides what each person on your team can do, why a button might be greyed out, and the steps to unlock it.
Integrations: pharmacy, labs, calendar, payments
How to connect Surescripts, your lab, Google Calendar, and your payments processor.
Your public clinic site: pages, reviews, and the AI chat assistant
How the public clinic site is built from the same data you already maintain, how patient reviews are aggregated and replied to, and how the AI chat widget converts visitors without a phone call.
Outreach campaigns: condition-triggered, multi-channel, continuous
How outreach campaigns trigger off chart conditions, send across SMS / email / phone, and quietly maintain themselves between visits.
Audit log: every event, every column, every filter
A reference for what is actually captured in the audit log, the eight event categories the UI groups by, and how to export an evidence packet for an investigation.
The Templates Hub: where every reusable thing lives
A map of the Templates Hub — what kinds of templates live there, which kinds live elsewhere on purpose, and where each editor opens.
Build intake and consent forms
Create digital intake and consent forms patients fill before the visit — branching, signatures, attached to a visit type.
Auto insurance verification at intake
How EnWella runs eligibility checks the night before every visit, what the badges mean, and what happens when coverage looks wrong.
Manage patient consents
Versioned consent templates, who has signed which version, and how to require a re-sign after a policy change.
Cohort broadcasts and recall campaigns
Send the same message — flu shot reminders, A1c re-checks, well-child visits due — to a defined slice of your panel without spreadsheets.
Add a new patient
Register a patient in your practice, send a portal invite, and capture the minimum data required for scheduling and billing.
Patients: finding and filtering
Browse your patient panel, search, and use filters to find who you need.
Chat: secure patient messaging
Send and receive secure messages with patients.
Documents: upload and organize
Upload, organize, and share patient documents.
Team: managing staff
Add, remove, and manage team members and their roles.
Patient profile: demographics and contacts
Manage patient demographics, contacts, and insurance.