Administrator's Setup Workflow

• Related Articles

• Balance Notifications Setup

  Balance Notifications Setup All setup for Balance Notifications is done in Statement Profiles using the Notifications panel. When Statement Balance Notifications have been activated (Premium Add-On), the Notifications Panel is added to the Statement ...

• Statement/Invoice Profiles Setup

  Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...

• Check In/Check Out Daily Workflow

  Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check In Process On the Calendar, select the Patient's Appointment or Search for the Patient's Appointment. Verify the Patient's Demographics. Select Modify Demographics ...

• Wind River Lane Terminal Setup

  Initial Setup To set up the credit card device successfully, an internet connection is required, either through an Ethernet cable or Wi-Fi, depending on the chosen device. Verify that an Ethernet port or nearby router is accessible from your ...

• Quick Start Guide

  Basic setup of the System There is initial setup that needs to be done before using your System. There are step-by-step instructions to guide you through the setup of each Library. Once you have added the basic Libraries, you will be ready for your ...