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Provider Portal Documentation Task List

Use this checklist to complete each section. For each folder path:

  • Add or verify a concise feature description in index.md
  • Add an inline screenshot reference in the page content
  • Upload one or more screenshots to the img/ folder

Legend:

  • pending [x] done

Root

  • docs/provider-portal/
    • Update overview.md with summary and links
    • Upload screenshots to img/ as needed

Activity

  • docs/provider-portal/activity/
    • Describe Activity overview in index.md
    • Insert inline screenshot(s) into index.md
    • Add screenshots to img/
  • docs/provider-portal/activity/notifications/
    • Describe Notifications in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/activity/appointments/
    • Describe Activity Appointments in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/activity/tasks/
    • Describe Tasks in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/activity/reminders/
    • Describe Reminders in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/activity/messages/
    • Describe Messages in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/

Appointments

  • docs/provider-portal/appointments/
    • Describe Appointments overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/appointments/list/
    • Describe List view in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/appointments/calendar/
    • Describe Calendar view in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/appointments/details/
    • Describe Appointment Details in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/appointments/documents/
    • Describe Documents in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/appointments/tasks/
    • Describe Appointment Tasks in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/appointments/history/
    • Describe Appointment History in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/

Authorizations

  • docs/provider-portal/authorizations/
    • Describe Authorizations in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/

Dashboard

  • docs/provider-portal/dashboard/
    • Describe Dashboard overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/dashboard/upload-subpoena/
    • Describe Upload Subpoena feature in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/dashboard/apply-for-pch-chiropractor-only/
    • Describe Apply for PCH (Chiropractor Only) in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/dashboard/new-appointment-request/
    • Describe New Appointment Request in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/dashboard/ads/
    • Describe Ads overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
    • docs/provider-portal/dashboard/ads/pharmacy/
      • Describe Pharmacy Ads in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/ads/referrals/
      • Describe Referrals Ads in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/ads/imaging/
      • Describe Imaging Ads in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/ads/rec-orders/
      • Describe Rec Orders Ads in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/ads/subpoena/
      • Describe Subpoena Ads in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/ads/telemedicine/
      • Describe Telemedicine Ads in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
  • docs/provider-portal/dashboard/schedule/
    • Describe Schedule overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
    • docs/provider-portal/dashboard/schedule/today/
      • Describe Today view in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/schedule/this-week/
      • Describe This Week view in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/schedule/this-month/
      • Describe This Month view in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/schedule/confirm-appointment/
      • Describe Confirm Appointment in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/dashboard/schedule/check-in-appointment/
      • Describe Check In Appointment in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/

Eligibility

  • docs/provider-portal/eligibility/
    • Describe Eligibility in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/

EOP

  • docs/provider-portal/eop/
    • Describe EOP overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/eop/detail/
    • Describe EOP Detail in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/eop/sign-bill-of-sale/
    • Describe Sign Bill of Sale in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/

Patients

  • docs/provider-portal/patients/
    • Describe Patients overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/card/
    • Describe Patient Card overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
    • docs/provider-portal/patients/card/membership-card/
      • Describe Membership Card in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/patients/card/photo-id/
      • Describe Photo ID in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
    • docs/provider-portal/patients/card/upload-subpoena/
      • Describe Upload Subpoena (Card) in index.md
      • Insert inline screenshot(s)
      • Add screenshots to img/
  • docs/provider-portal/patients/accident-information/
    • Describe Accident Information in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/appointments/
    • Describe Patient Appointments in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/medications/
    • Describe Medications in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/medical-records/
    • Describe Medical Records in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/imaging-results/
    • Describe Imaging Results in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/imaging/
    • Describe Imaging in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/referral-history/
    • Describe Referral History in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/referral/
    • Describe Referral in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/dme/
    • Describe DME in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/request-more-visits/
    • Describe Request More Visits in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/procedure-authorization/
    • Describe Procedure Authorization in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/rec-order/
    • Describe Rec Order in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/patients/cbd-pain-cream/
    • Describe CBD Pain Cream in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/

Providers

  • docs/provider-portal/providers/
    • Describe Providers overview in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/providers/search/
    • Describe Search in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/
  • docs/provider-portal/providers/edit-profile/
    • Describe Edit Profile in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/

Sign Out

  • docs/provider-portal/sign-out/
    • Describe Sign Out behavior in index.md
    • Insert inline screenshot(s)
    • Add screenshots to img/