Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...
When turned on, client charts will display a yellow hazard notification at the treatment plan's overdue date. Step 1: Navigate to Practice Settings. Step 2: Add the number of days until the treatment plan is due under ‘How many days until treatment ...
Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.
Step 1: Navigate to your Account Settings and click on the "Referral Center" tab. Step 2: Click the + Add New Referral Link button Step 3: Create a name for your referral link (e.g., your practice name) and press Save Changes Step 4: Share your ...