Welcome to Archy!
Before accessing Archy and its features, completing your onboarding is essential. Keep an eye on your inbox for an email from Archy containing your username and a temporary password. Log in promptly and set up a permanent password before proceeding with the training.
Follow this link to set up your account: Employee Onboarding
In this article, you will learn how to navigate Archy and what each icon represents.
Note: Not all icons will be available to all users. This will be based on the specific permissions in Archy: Archy Permissions
Employee Icon
First, we will learn about the employee icon and the features within it. This icon is located in the lower left-hand corner.
Within the employee icon, you will find the following:
- Time Clock: This is where employees will clock in and out.
- My Profile: The employee can access this to update their information.
- Security Settings: Employees can change their password, or reset the MFA (multi-factor authentication) if activated.
- Refer Archy: Employees can refer someone to Archy.
- Sign Out: Sign out of Archy.
Archy Logo
Next, we will learn about the Archy Icon located in the upper left-hand corner.
Within the Archy logo, you have the following icons:
- Settings: This is where you will set up and customize your practice.
- Employees: This is where you can manage your employees and run payroll.
- Finix: This link will take you to the Finix Dashboard login.
- Help: This takes you to the Archy Help Center where you can look up helpful articles, submit a ticket, or chat with customer support.
Left Side Navigation Icons
Next, on the left-hand side, you will see the Archy Navigation Icons:
- Create New Patient - Add new patients.
- Search Patients - This is a quick search for patients. It will also show you a list of the 5 most recent patient accounts.
- Schedule - This will take you back to your schedule.
- Patient List - Manage your patients.
- Messaging - Access your patient messaging.
- Claims & Pre-Auths - View all claims and pre-auths for your patients.
- Lab Cases - Manage patient lab cases.
- Reports Dashboard - View practice reports.
On the lower left navigation, you will see these icons
Schedule Icons
Next, we will go over the schedule icons. These icons are located at the top of the schedule.
- Schedule View / Huddle View
- Month View - Shows you calendars for up to 6 months at a time.
- Room/Provider View - You can switch to see either the provider view or the room view.
- Hide/Show Cancelled/No-Show - This will allow you to hide the canceled and no-show appointments on your schedule.
- HIPAA View - This will change the schedule view to a HIPAA-compliant view.
- Appointment Requests/ASAP List - View appointments requested online and view patients on the ASAP list.
- Appointment Holds - This is where appointments are located that are placed on hold.
Creating & Scheduling A Patient:
Next, we are going to create a new patient. Use the link below to create a new patient. When you create your new patient, you can use yourself as the patient.
Once you have created your new patient, we are going to schedule them for an appointment.
- First, we will schedule an appointment directly from the schedule.
- Next, we will schedule an appointment using the Appointment Finder.
Congratulations! You have scheduled your first new patient in Archy.