New Articles

  1. Archive Facilities

    Learn how to archive a facility.
  2. Edit Practice Dashboards

    Learn how to edit role-based dashboards.
  3. Inactive Billing Code Alerts

    The system will automatically flag any inactive ICD-10, CPT, or HCPCS codes at the appointment level as soon as they are applied—regardless of whether they come from templates, billing profiles, or a manual entry. This real-time alert gives staff ...
  4. Archive Groups

    Learn how to archive a group.
  5. Edit Basic Office Information

    Edit basic office information in the Basic section of the Offices page.
  6. Sending Non-Controlled Prescriptions as a Delegate

    Learn how staff delegates send non-controlled prescriptions, manage eRx access, and review audit logs. Get answers to common delegation questions.
  7. Setting Up eRx Delegates for Non-Controlled Substance Prescriptions

    Learn how eRx Delegates streamline prescription management. Enable staff to send non-controlled prescriptions on your behalf while maintaining compliance and audit trails.
  8. Create Offices

    Learn how to create and set up offices.
  9. Edit Facilities

    Learn how to edit a facility.
  10. Release Notes - May 12, 2026