Administrator's Setup Workflow

• Related Articles

• 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 Profile screen, and a ...

• Appointment Reminder Setup Examples

  Inclement Weather Announcement Ensure that this Reminder is deactivated after normal operating hours are resumed to prevent accidental messages from being sent. See Deactivate the Reminder below for more information. Reminder Set Add an Appointment ...

• 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 Patients can be Checked In from the Calendar and/or Patient Dashboard. Check-In From the Calendar On the Calendar, select the Patient's Appointment or ...

• 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 ...