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The Transaction Report shows all transactions for a given range. When running a transaction repor...

You can check in a patient without recording a transaction by enabling the checkin without transa...

Send a receipt via email You can send a credit card receipt via email directly from the schedule...

Any refunds and checkin reversals are recorded as a new transaction that has a negative value. ...

If a patient has a stored card, you’ll see the option to charge a cancellation fee their stored...

Using a stored card A patient with a stored credit card will have a credit card icon next to t...

You can add a securely store a credit card payment method on your patient account by logging into...

When you check in a patient and record their transaction, any notes you record in the Add a Note ...

You can easily download a list of patient email addresses from the Patient Return Rate report, lo...

Your clinic has the option to send SMS/text message appointment reminders in addition to email re...

The Cancelation Report shows all canceled appointments for a given range. To run a cancelation re...

All patient activity is logged on the Patient Profile page.  Patient Log The Patient Log shows ...

The Detail TRXN Report is similar to the Transaction Report in that it shows all transactions for...

If you need to print a patient's health records, you'll do so from the Patient Profile page.  On...

To view a list of health records that have not yet been approved and locked, go to the EHR Appoin...

The Duplicate Patients page shows a list of patients with duplicate names. You can get to this pa...

Tokens, credits and debits can all be added to a patient's account during the Checkin Transaction...

If you want to record a note on an appointment prior to the check-in, you'll click on the check-i...

There are two practitioner reports that can be accessed from the Dashboard: the Totals Summary an...

Every schedule block is required to be assigned one or more Service choices; therefore you will n...