New Articles

  1. Release 15.2.0 - February 4, 2025

    New Features and Updates General Appointments New Appointment Setting to Hide The Status of Received/Applied Intake Forms:   Some users who have tightly packed schedules (double/triple booked) may struggle to see the specifics of...
  2. Release 15.1.0 - January 21, 2025

    New Features and Updates General Patient New Statement Batch Print Search Options:   We added the Default Provider and the Default Referring Provider as search (filter) options within Statement Batch Print, so only patients with...
  3. Release 15.0.0 - January 6, 2025

    New Features and Updates General Appointments Added UI Improvements To The Scheduler's Eligibility & Forms Icons:   We reduced the size of the Eligibility and Forms icons and allowed them to take up vertical space when available, e...
  4. 2025 Release Notes

  5. Stop a Campaign

    You can stop a scheduled campaign from being sent out. Follow the steps below to search for a scheduled Broadcast Campaign and stop the messages from being sent. Select Patient > Communications...   >  Campaign Tracking. ...
  6. Start a New Campaign From a List

    You can send/create a new campaign using the patient list from a previously used campaign. Follow the steps below to search for a current or previously sent Broadcast Campaign list and start a new campaign based on that list. Select ...
  7. Inactivate a Broadcast Communication Template

    In the event a Campaign Template is no longer in use, you can inactivate the Broadcast Campaign Template to prevent staff members in your office from using it. Select Patient > Communications...   >  Templates. Use the Show All button ...
  8. Edit a Broadcast Campaign Template

    Follow these steps to edit an existing Broadcast Communication Campaign Template.  Select Patient > Communications...   > Templates. Click Show All . Select your campaign from the list.  Click the ...
  9. Sending (Broadcasting) a Campaign From a Template

    We recommend using a previously created template to broadcast messages to patients. Visit our Add a Broadcast Campaign Template Help Article  for more information on how to create/save a template. Select Patient > Communic...
  10. Release 14.23.0 - December 9, 2024

    New Features and Updates General Reports Show Last Run Date and User for Custom Reports:   We added the ability to store the Last Run Date and Last Run User on custom reports. This will provide users  the ability to see the last ...