New Articles

  1. Release 14.7.0 - April 22, 2024

    New Features and Updates General Dashboards Update to the Lag Time Gadget's Averages Displayed Terminology:   We updated the terminology of the averages displayed at the bottom of the Lag Time Gadget to better align with what ...
  2. Release 14.6.0 - April 8, 2024

    New Features and Updates General Reports New First Pass Resolved Claims Standard Report:   A new standard report, "First Pass Resolved Claims," has been added. It is linked to the First Pass Resolution Rate Gadget as a dr...
  3. Release 14.3.0 - February 26, 2024

    New Features and Updates General Claim Update to The "Offer For Total Out-Of-Network Rate" In The Open Negotiations Form:   Updated the Open Negotiations Form to allow setting the "offer for total out-of-network rat...
  4. Release 14.2.0 - February 12, 2024

    New Features and Updates General Report Builder New Warning For Aggregated Columns With Too Many Report Connections:   Added a new warning to the report builder that alerts the user when an aggregated column—or a column set t...
  5. Release 14.1.0 - January 29, 2024

    New Features and Updates General Report Builder New Warning Indicator When a Report Field is Added Multiple Times:   A new indicator has been added to the report builder that shows a warning when the same field is added multiple t...
  6. Edit or Remove a Saved Credit Card

    Follow the steps below to edit or remove a saved credit card for this patient. Select Patient  > Patient . Use the Search  field to search through your patients.  Tip : Check the “ Include inactive patients &r...
  7. Add/Save a Patient Credit Card

    With cardholder consent, payment (Credit Card) information can be saved for future payments.  Select Patient   > Patient . Use the Search  field to search through your patients.  Place ...
  8. Saved Payment Information

  9. Save Credit Card While Collecting a Payment

    With cardholder consent, Credit Card information can be saved for future payments while collecting a payment from the Payment Screen, the Claim Screen, or the Appointment Screen.  Need to save a credit card without collecting a payme...
  10. Patient Intake Forms FAQs

    Why can't I see the patient section to apply forms if I have the View and Apply Forms permission level for Forms? In order to be able to apply forms you must also have the Patient permission set to Access & Modify to access the...