Recent Articles
Refund or Void a Credit Card Payment
Void vs. Refund What is the difference between Voiding and Refunding Credit Card Payments? Until the Payment is settled at the bank, the Void button will be available to use. If the Payment needs to be stopped anytime after the Payment is settled at ...
Payment Plan Notifications
Payment Plan Notifications allow communication to Guarantors regarding upcoming, processed, and failed Payment Plan payments. You must have Balance Notifications enabled to send Payment Plan Notifications. To enable Balance Notifications/Payment Plan ...
Billing Companies: New Client Onboarding
Billing Company Terms and Concepts Parent Database/Library: Parent Databases house Libraries to be shared across Databases. Linked Libraries allow for records to be shared across the Parent and Child Databases. Go-Live: The date that the new System ...
Pre-Payment Setup
This setup is for groups who do not want to leave Pre-Payments in Escrow as unposted. Example: Surgical Procedure will be performed where the Patient has all or partial responsibility. The office expects a Pre-Payment before the surgery that will be ...
Minerva (AI Chatbot)
Minerva Overview Minerva is an AI-powered chat bot that helps you quickly get answers from the Knowledge Base. Instead of manually searching through articles, you can enter a question and receive a summarized response generated from existing ...