Orientation
See how Frontdesk works.
Follow the handoff from the patient-facing clinic experience to the staff workspace and supporting records.
MONAR DOCS · FRONTDESK
Find the Frontdesk answer you need.
Practical guidance for the people who manage your website leads, patient follow-up, reporting, and day-to-day Frontdesk work.
Search the most common Frontdesk tasks.
START WITH THE TASK
What do you need to do?
Choose a task to open its short video, clickable chapters, and step-by-step guide.
Patient experience
Explore the public clinic experience.
See how patients find services, provider information, educational resources, and the screening action.
Patient experience
Complete a guided screening.
Walk through eligibility, safety, medication, insurance, contact, and appointment questions before submission.
Patient experience
Ask the assistant before booking.
Learn how suggested questions, free-form questions, assistant responses, and clinic contact fallback work.
Patient experience
Understand insurance and pricing.
Compare insurance and self-pay paths, verification steps, and the route into structured screening.
Staff workspace
Sign in and find your way around.
Sign in safely, then locate Schedule, Information, display settings, and account controls.
Staff workspace
Work the Daily Schedule and calendar.
Read appointment cards, move between weeks, return to today, and filter the calendar by status.
Staff workspace
Resolve leads in Needs Response.
Prioritize new leads and review confirmed, rescheduled, unanswered, cancelled, and checked-in outcomes.
Staff workspace
Find appointment information.
Trace recent activity, search current and archived appointments, and review captured intake answers.
Quick reference
Set up Frontdesk access.
Accept the invitation sent to your work email, create the account, and open the staff panel.
Quick reference
Record outcomes and patient value.
Choose the correct lead status and record generated value when a booked lead becomes a patient.
Quick reference
Close out the staff shift.
Review unresolved leads, callbacks, outcome notes, patient value, and tomorrow's appointments.
No exact match yet. Try “screening,” “insurance,” “sign in,” “calendar,” or “appointments.”
Ask Monar supportFIND YOUR PATH
Guidance shaped around your role.
The same Frontdesk workflow answers different questions for the people responsible for patient follow-up, marketing performance, and financial reporting.
Practice staff Daily follow-up, schedules, statuses, and handoff checks. Most common Practice owners See what is captured, what the team owns, and how value is reported. Oversight Marketing managers Connect website bookings, lead outcomes, and campaign attribution. Attribution Financial teams Understand checked-in value and the reporting inputs behind revenue. Revenue
LEARN YOUR WAY
The right amount of detail.
Read the steps, see the screen, or watch the exact workflow—without sitting through a long course.
Step-by-step guides
Plain instructions for the full task.
Video tutorials
Focused demonstrations from one to five minutes.
Clickable chapters
Jump directly to the exact step you need.
STILL NEED HELP?
Bring the exact task.
Tell us what you were trying to do and where you got stuck. A screenshot helps.