Popular Articles
Merge Patients
1. Navigate to Operations and select Patients. 2. From the View Patients Column select the Merge PT Button in the dropdown. - Click on PT to map to a current profile - If no matching profile click "This is a New Patient" Suggested will populate ...
Request Access for a location
1. Navigate to Getting Started and select Request Access from below. 2. Enter the code and click the "OK" button at the bottom of the page. Note: You will be notified when request has been approved. "Access Code" will be provided by location owner.
Add a new Practice
1. Navigate to Getting Started and select Adding New Practices from below. 2. Enter all applicable information. Note: Fields with a red star are required. 3. Click the "Add New Locations" button at the bottom of the page. Updates will be reflected ...
Edit a Location
1. Navigate to Administration and select Manage Locations from below. 2. Select the Edit option. 3. Update all applicable information in Location information. 4. Update all applicable information in All Locations. You are able to allocate specific ...
Manage Users for a Location
1. Navigate to Administration and select Manage Locations from below. 2. Select the User option from the action dropdown. 3. Toggle right to turn on the access for the User for that location. 4. Toggle left to turn off the access for the User for ...