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Recently Accessed Patients
Overview The Recently Accessed Patients Report displays a list of Patient records that have been accessed within the System. This report can be used for auditing and HIPAA compliance, allowing administrators to review which Users accessed which ...
Mass Write Off from the Admin Dashboard
This feature is used to write off multiple Patient balances at once instead of doing them individually. Examples: Use to write off "Patient Not Responsible" balances, such as Medicaid patients that cannot be balanced billed and are marked as Patient ...
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 ...