New Features!
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 button A pop-up box will then appear where you can select from the list of ...
Income Forecast Reporting
Step 1: Go to Reporting from the main menu. Step 2: Click the Forecasting tab. Step 3: To generate the report, first, adjust the date range, select a professional, set the time interval, and then click on Run Report. Step 4: After running the report, ...
Converting Non-Client Appts to Client Appts
You can now easily convert NON-CLIENT APPOINTMENTS directly into CLIENT APPOINTMENTS. If you are utilizing the two-way sync with Google Calendar, this will make converting the appointments you've added directly within Google so much easier!
Professional Counter-Sign for Completed Surveys
Step 1: Create a Survey by following the instructions here: Designing Custom Surveys Step 2: Click on the survey you've created, and then go to Advanced Options. This section will provide you with additional choices and settings to customize your ...
Creating Custom Note Template
Step 1: Navigate to Account Settings within the Setting dropdown. Step 2: Go to Custom Notes tab then click + Add New Custom Note. Step 3: In the Properties tab, enter the name for the new note template and choose whether you want it to include the ...
Client-Specific Override for Auto-Generated Superbills
Step 1: Make sure the Auto-generated Superbill is activated by navigating to Account Settings and selecting Edit under Practice Settings. Step 2: Click the Invoices tab in Practice Settings to edit the settings and permissions in the generated ...
Client Portal - Enable Profile Completion Settings
You can Enable Profile Completion Settings to help prompt your clients to finish setting up their client portals. Step 1: Navigate to Account Settings Step 2: Click on "Edit" for your Practice Settings Step 3: Click on "Profile Completion Settings" ...