New Articles

  1. 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...
  2. 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...
  3. 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...
  4. 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...
  5. 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 ...
  6. Saved Payment Information

  7. 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...
  8. 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 t...
  9. Setting Up Intake Forms on Your Tablet (Kiosk Mode)

    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...
  10. Custom Intake Forms