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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 ...
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 ...
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 ...
Comprehensive Onboarding Packet
CONFIGURE GENERAL ACCOUNT SETTINGS STEP 1: Navigate to the ACCOUNT SETTINGS section. Click on the Settings dropdown within the menu bar and select “Account Settings” STEP 2: Add your practice logo! This will be seen by your staff upon logging into My ...
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 ...