• Referral Statuses
• Working with Filters
• 'Select Action' options
• Contacting and Scheduling Patients using Cloudmed
• Searching for Referrals
• You received a referral! Now what?
• Assigning and Managing Referral Owners
• How to Complete Referrals in 'Follow Up' Status
• Managing Referral Authorizations
• Forwarding Referrals to Different Groups or Providers

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• Adding Providers to an Office
• Creating New Office Staff Accounts
• Creating Group Referral Progress (GRP) Reports
• Editing a Staff Member's Assisted Offices
• Editing Accepted Insurance Plans
• Accessing Office Admin Page
• Office Admin Training
• Editing Staff Email Addresses Or Profile Info
• Removing Providers from an Office
• Deactivating/Reactivating Staff Users

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• Reporting for Client Admin
• Types of par8o Accounts
• Creating Office Admin Accounts
• Differences between Client Admin & Office Admin
• Creating Groups
• Adding Providers To Your Health System
• Creating Client Admin Accounts
• Creating Office Locations
• Best Practices for Client Admins
• Creating Master Group and Call Center Staff

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• I can't find a specific provider or doctor - what do I do?
• What do the stats mean on my homepage?
• I’m a network admin and am responsible for sending Cloudmed the files that update provider and office data. I noticed some of the changes in our files aren’t reflected in par8o, and it’s not in the error report. Why?
• How do I see my offices, providers, or coworkers in Cloudmed?
• I’ve noticed that I can sometimes see offices for my providers that are wrong and I can’t adjust information on. How do I fix it?
• How do I reset my password?
• Can my staff share a log in to Cloudmed? We only have one office email address.
• What Does 'Out Of Context Patient SMS Response Received' Mean?
• How come some users in my office can see some referrals and others can’t?
• What's the difference between the Requires Review Sent and Received tabs in the Work Queue?

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• Changing Email Notification Settings
• Changing Chat Notification Preferences
• Using Quick Phrases

• January 2021 Update: Login Upgrades, Better Emails and more
• Winter 2019/2020 Update: ‘My Offices’ page, Administrative Overhaul, New Reporting Options & More!
• End of 2021 Update: Referral Form and Workqueue Updates for Efficiencies and More!
• Summer 2021 Update: Faster emails, Admin account enhancements galore!
• Early 2020 Update: Auto-Save for Insurance Changes, New Provider Profiles & More!
• CareCompass Sunset December 31, 2024