Search Results

Note: to see how to add tokens, credits or debits to a patient account during a checkin or purchase transaction, please see Purchasing Tokens and Credits.  You can manually add tokens, add credits and debits, and change account balances on a patient's account...

The Appointment Report shows all appointments for a given range. When running an appointment report, you can select for date, location and practitioner.  So let's say you want to see how many treatments a practitioner did last month - select your date range, ...

The Transaction Report shows all transactions for a given range. When running a transaction report, you can select for date, location and practitioner.  This is the report you'll want to run anytime you want to look at financial transactions, whether for the ...

The Cancelation Report shows all canceled appointments for a given range. To run a cancelation report, select your date range, location, the practitioner name, and Cancelation from the menu at the top, then click Search:

There are two practitioner reports that can be accessed from the Dashboard: the Totals Summary and Patient Return Rate.  Practitioners may view their own reports, but not the reports of other practitioners. Clinic Owners may view reports for all practitioners...

If you want to record a note on an appointment prior to the check-in, you'll click on the check-in icon next patient's name on the schedule as if you were going to check them in. However, don't enter any payment info. Instead, you'll add a note in the "Add not...

Tokens, credits and debits can all be added to a patient's account during the Checkin Transaction or using a Purchase Transaction. This is the most efficient way to add tokens, credits and debits to a patient account.  If necessary you can also manually chang...

The Duplicate Patients page shows a list of patients with duplicate names. You can get to this page by clicking Duplicate Patients under Patients on the sidebar menu: When two patients share the same name When two or more patients share the same name, we r...

To view a list of health records that have not yet been approved and locked, go to the EHR Appointments page.  Enter your date range and check the box that says Unlocked Records Only: The list of records that need to be approved and locked will appear to the...

If you need to print a patient's health records, you'll do so from the Patient Profile page.  Once you're on a patient's profile page, click the printer icon next to the patient's name at the top of the page: A date range search box will appear. Enter your...

The Detail TRXN Report is similar to the Transaction Report in that it shows all transactions for a given range. The difference is that the Detail TRXN report shows anything that was entered in the Description box on a transaction. When running a Detail TRXN ...

All patient activity is logged on the Patient Profile page.  Patient Log The Patient Log shows all activity related to a patient's account: account creation, changes to account information, creation of intake forms, and account password reset activity. Ap...

Your clinic has the option to send SMS/text message appointment reminders in addition to email reminders. Patients will need to opt in to receive text messages. They can opt in by logging in to the Patient Portal, or you can do it for them via the Patient Prof...

You can check in a patient without recording a transaction by enabling the checkin without transaction feature.  Getting started To turn on this feature, go to your Settings page. In the Basics section, click the Allow Checkin without a Transaction box: N...

You can easily download a list of patient email addresses from the Patient Return Rate report, located on the Dashboard:  Select your date range and Practitioner (or All Practitioners), and click Create Report. To download your results to a spreadsheet clic...

When you check in a patient and record their transaction, any notes you record in the Add a Note field will appear on the printable invoice, which can be viewed by patients:  Hiding appointment notes If you do NOT want these notes to appear on invoices, ...

You can add a securely store a credit card payment method on your patient account by logging into the patient portal. Click Your Account in the upper right hand corner to get to your Account page.  Below your name, you will see an Add Credit Card button:  ...

Using a stored card A patient with a stored credit card will have a credit card icon next to their name on the schedule: When you check them in, you’ll see the last 4 digits of their stored card in the list of payment options (if they have more than one ...