Important Notes: For this feature to search properly the Extended Auditing feature must be turned on in the Environment Settings. You can contact Support to confirm it is set properly...
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This is a warning block This is an information block This is a note block Description The Document Manager is used as a digital file cabinet for each patient account....
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Description In the latest release, you are able to hide inactive producers from your Work Schedule and Producer setup windows. This will reduce clutter and simplify your task. This article...
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Please Note: this report will only track the changes of new planned treatment entered after the update to 5.1 Description The new Case Acceptance Report will allow you to review...
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This is an information block This is a note block Description The process of finding Time Off entries blocking you from making changes to the Scheduler on a specific day...
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This article focuses on the Clinician's ideal access point for patient referrals. Members of the Administration team may find it easier to utilize the Patient Referral tab or the Referral...
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This is an information block This is a note block Description You can review a patient file's change history using the Audit Trail feature. This will provide information about changes...
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Please note: some of the steps in this article require some pre-requisite Microsoft Word settings be in place. Follow this article (also linked at the end of this page) to...
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Description Insurance Ortho Charges and Limits can now be tracked separately from the Total Patient Limit. With this change, the treatment will split patient/insurance fees based on the category limit...
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Description You will now find the same Insurance Details information window regardless of where you access it from. This streamlining should help reduce confusion when reviewing the insurance information from...
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