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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...
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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...
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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...
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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 &r...
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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 ...
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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 payme...
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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 t...
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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 availabl...
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