Product documentation

Guides

Practical workflows for clinic staff — based on the real Patientree product. Each guide maps to screens in your dashboard and links to calculators and solution pages.

Visual walkthroughs: guides include product demo recordings where available. Static UI screenshots can be added as we capture them from live clinics — if you want to contribute captures from your sandbox, contact us via contact us.

Chronic Care

Chronic Care Management Setup in Patientree

How to run Medicare CCM programs in Patientree: enroll patients, build care plans, log staff time, and prepare billing for CPT 99490 and 99439.

12 min read

Remote Patient Monitoring Workflow in Patientree

Launch RPM in Patientree: enroll patients, review device readings, log interactive communication time, and align documentation with CPT 99453–99458.

11 min read

Patient Portal

Digital Patient Intake and Forms in Patientree

Build intake forms, collect e-sign consent, and complete pre-visit paperwork before patients arrive — using Patientree Forms and the patient portal.

9 min read

Scheduling

Online Appointment Scheduling in Patientree

Configure calendars, embed online booking, send AI-assisted reminders, and reduce no-shows in Patientree.

9 min read

Billing

Prior Authorization Workflow in Patientree

Use Patientree clinical billing and AI prior authorization assistance to draft auth requests, track status, and reduce delays.

8 min read

Documentation

SOAP Notes and AI Documentation in Patientree

Create structured SOAP notes in Patientree, use AI to draft and enhance documentation, and export clinical notes with coding suggestions.

10 min read

Blog articles

For comparisons, billing deep-dives, and clinic operations topics, see the main blog.