This feature is in beta. If you would like to become a beta partner, please reach out to support. Accurately managing patients' insurance is critical to smooth check-in and successful billing. The steps below show how to add new insurance, up...
This feature is in beta. If you would like to become a beta partner, please reach out to support. The insurance and eligibility screen is found in the patient's chart under the Demographics section > Insurances tab. This screen displays a...
This feature is in beta. If you would like to become a beta partner, please reach out to support. The Insurance & Eligibility screen brings insurance management and eligibility verification into one unified experience. This update reduces c...
Learn how to resolve clinical note field discrepancies when information appears in the complete note but fields show as empty. Step-by-step guide for managing removed Form Builder values.
Relevant to exports completed after 1/28/2026. What's New in Version 5 Added Ethnicity Subcategories and Race Subcategories files to Patient Exporter folder. Race and ethnicity subcategory data previously embedded in Demographics/pati...
Measure Information Description Percentage of patients 18-85 years of age who had a diagnosis of essential hypertension starting before and continuing into, or starting during the first six months of the measurement period, and whose most ...