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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 ” box to include inactive ...
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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 a check in the “ Inclu...
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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 payment? V...
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Created On: 04/08/2024
in FAQs & Troubleshooting 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 patie...
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Guided Access allows you to set up the intake portal as a "Kiosk" on Guided Access Mode (iPad) or Single Application Mode (Surelock for Android) by limiting your device to a single app, making your intake forms the only portal available to the p...
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Since some forms don't apply all the form data into CollaborateMD, you can Print Patient Intake Forms that have been completed by patients directly from the forms tab within a patient's account in CMD (or the Patient tab from an appointment) in...
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This workflow will provide the necessary steps in CMD and Updox for editing a custom intake form.
Select Account Administration > Services .
Click the button next to Intake Forms .
From th...
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This workflow will provide the necessary steps in CMD and Updox for deleting a custom intake form.
Select Account Administration > Services .
Click the button next to Intake Forms .
From t...