Documentation Index
Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
Use this file to discover all available pages before exploring further.
You’re the hub of the clinic — the first person patients talk to and the last one they see on the way out. This is the short path to doing the core front-desk jobs quickly. Work through it once, then keep it handy.
By the end of your first day, you’ll be able to:
- Start your morning knowing exactly what’s booked and who still owes forms
- Pull up any patient — or create a new one — in seconds
- Book, reschedule, and cancel appointments
- Send intake forms and see who’s completed them
- Take a payment at checkout
- Reply to patients by text and review past calls
Learn these first
Find anything with search
Cmd + K (Mac) or Ctrl + K (Windows) is the fastest way around Decoda. Open it from anywhere to jump to a patient or page — even ones you can’t find in the menu — and to run common actions like Create Patient. When you’re not sure where something lives, start here.Global Search
Start your morning on the dashboard
Open Check-In > Dashboard first thing each day. It’s your morning briefing: how many appointments are booked, which providers are light, and — most useful — which patients still haven’t filled out their forms. Send a form reminder right from the table so there’s less paperwork when they arrive.Daily Dashboard
Create a patient
Almost everything in Decoda hangs off a patient record, so this is the first thing you’ll do for anyone new. Create one from the Create Patient action in search, from the Patients page, or on the fly while booking, sending forms, or starting a checkout — so you’re never stuck mid-task.Patients
Know the patient chart
The chart is your home base for each person — contact details, appointments, forms, notes, payments, and messages all in one place. Spend a few minutes finding your way around it; it’s how you’ll answer almost any question, whether the patient is at the desk or on the phone.Patient Chart
Send and review forms
Getting intake, consent, and history forms done before a visit keeps check-in fast and your records complete. Send forms to one patient or attach them to a service so they go out automatically when an appointment is booked — then check who’s completed them so nobody arrives with paperwork pending.Sending Forms · Submissions
Book an appointment
Open the Check-In section to reach the calendar, then click Create Event and choose the patient, service, provider, and time. The service you pick decides how long the visit runs and which forms and reminders the patient gets.Appointments
Check a patient out
Collecting payment is the last step of a visit and where mistakes cost the most, so it’s worth getting comfortable. From Billing > Check Out, add charges, pick a payment method, split payments across methods, and run a card or POS device.Checkout
Set up your notifications
Notifications are how you catch time-sensitive things the moment they happen — a failed payment, a new message, an appointment change — instead of finding out too late. They’re per-user, so turn on the ones that matter to your role and choose in-app, email, or text.Turn these on in-app to start: new, changed, and cancelled appointments; appointment requests and self-scheduled bookings; incoming messages and calls; form submissions; and failed payments. Switch Only My Appointments off so you see the whole calendar — and if your clinic uses Patient Status, turn on Overdue Patient Alerts to catch patients who have been waiting too long.Notification Settings
A visit, front to back
Once you’ve got the basics, here’s how the pieces fit together for a single patient visit:- Before they arrive — On the Dashboard, send form reminders to anyone with paperwork still pending.
- They walk in — Press Cmd + K, type their name, and open their chart. (New patient? Create them right there.)
- Confirm they’re ready — Check that intake and consent forms are complete on the chart.
- During the visit — The appointment is on the calendar; the provider documents the encounter.
- On the way out — Go to Billing > Check Out, add the charges, and take payment.
- Follow up — Send a thank-you or next-visit reminder by text from Comms > Chat.