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Client Portal: Entering Payment Information & Completing Consent Paperwork
To enter payment, navigate to the "Payment & Invoices" tab located on the left-hand side. Then, simply click on the +Add Payment Method button under Payment Methods to enter your card information. Please see the screenshot below for reference. To ...
Generating Invoices/Superbills in the Client Portal
STEP 1: Navigate to the Payment & Invoices tab within your client portal. STEP 2: Click on the Generate Date Range Invoice button. STEP 3: Select the appropriate timeframe for the receipt/invoice/superbill that you would like to generate by clicking ...
Switching to My Best Practice (EMAIL TEMPLATE)
Switching to My Best Practice PRACTICE NAME is in the process of migrating to a new electronic medical record (EMR) platform called My Best Practice. This transition will help us to continue providing excellent service to our clients, and we hope ...
Syncing to Google Calendar (One-Way & Two-Way Sync)
STEP 1: Navigate to the Staff & User Settings of your account within the Settings tab in the menu bar. STEP 2: In the General section of your Staff & User settings, click on the “Google Calendar Sync” button. STEP 3: A new tab will populate in your ...
Claims Center Walkthrough
STEP 1: Adding providers to the Claims Center Navigate to Settings from the main menu then click Claims Center. Go to Providers & Payers tab and click on the Add Provider and/or Create Organization button(s). Add Provider - A pop-up box will then ...