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Transaction Report
The Transaction Report shows all transactions for a given range. When running a transaction repor...
Patient activity logs
All patient activity is logged on the Patient Profile page. Patient Log The Patient Log shows ...
Charging Late Cancellation Fees with Stripe
If a patient has a stored card, you’ll see the option to charge a cancellation fee their stored...
Taking Payments with Stripe
Using a stored card A patient with a stored credit card will have a credit card icon next to t...
Add a credit card payment method
You can add a securely store a credit card payment method on your patient account by logging into...
Appointment Notes on Invoices
When you check in a patient and record their transaction, any notes you record in the Add a Note ...
Downloading Patient Email Addresses
You can easily download a list of patient email addresses from the Patient Return Rate report, lo...
Check in without recording a transaction
You can check in a patient without recording a transaction by enabling the checkin without transa...
Text message appointment reminders
Your clinic has the option to send SMS/text message appointment reminders in addition to email re...
Sorting blocks
If you have multiple blocks on one day, they can be sorted either alphabetically or chronological...
Cancelation Report
The Cancelation Report shows all canceled appointments for a given range. To run a cancelation re...
Detail TRXN Report
The Detail TRXN Report is similar to the Transaction Report in that it shows all transactions for...
Printing Health Records
If you need to print a patient's health records, you'll do so from the Patient Profile page. On...
Viewing Unlocked Records
To view a list of health records that have not yet been approved and locked, go to the EHR Appoin...
Duplicate Patients
The Duplicate Patients page shows a list of patients with duplicate names. You can get to this pa...
Patient announcement template
Below is a patient email template you can use to to notify patients about your new scheduler. We ...
Purchasing Tokens and Credits
Tokens, credits and debits can all be added to a patient's account during the Checkin Transaction...
Recording a note prior to checkin
If you want to record a note on an appointment prior to the check-in, you'll click on the check-i...
Practitioner Reports
There are two practitioner reports that can be accessed from the Dashboard: the Totals Summary an...
Issuing Refunds with Stripe
Any refunds and checkin reversals are recorded as a new transaction that has a negative value. ...