Recent Articles
Custom Query Report/Table Filters and Criteria
Custom Query Reports can be custom-built and the selected parameters can be Saved with the option to Share with other Users. With the ability to save and share, your preferred Reports are accessible without recreating them. Use the Filters to build ...
Invoice System Settings
Activate Invoices A System Setting must be added to use Invoices. Admin > System Settings > General > Invoice INVOICE - ACTIVATE INVOICE BILLING Set to Yes if sending Invoices instead of, or in addition to Statements. This will activate all Invoicing ...
Notifications System Settings
Notifications System Settings EMAIL - DEFAULT REGISTRATION EMAIL OPTION This setting determines the default selection for Balance Notifications sent via Email, for newly registered Patients. Opted In: Default new Patients to Opted In for Emailed ...
Statements System Settings
The System Settings for Statements can be used to control the Statement output and the processes. ACCTNO - PREPEND ACCOUNT NUMBER ON STATEMENTS Allows you to prepend the Account Number sent on Statements with a value to help identify a practice. This ...
BI: Practice Analysis Dashboard
Practice Analysis Dashboard Overview The system-delivered Practice Analysis Dashboard visualizes key data points from a Practice Analysis Report in the PM System. This Dashboard presents 5 Visuals: Count of Metric Type by Date Level and Group Count ...