Updated Articles

  1.  Patient Chart Problem List Tutorial Video

    This video describes how to use the Problem List.
  2.  Patient Chart Summary Tutorial Video

    This video describes how to use the Patient Summary.
  3. Clinical Notes: Using the "Render H&P Physical Exam Text Before Vitals" Setting

    Learn more about using the "Render H&P Physical Exam Text Before Vitals" setting.
  4. Month End Close: Grayed out charges

    When charges are added before a patient's appointment, either manually or with a billing or appointment profile, they will appear grayed out in the Live Claims Feed.  They will not appear in any report until the services are rendered. You can st...
  5.  Patient Chart Header Tutorial Video

    This video describes how to use the Patient Header.
  6. Product/Procedure Report: Summary Tab

    The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper.  Offices use this report to identify their office's most-used procedures a...
  7. How to run a report based on the appointment's payment profile: Video

    A video walkthrough of running a report based on the appointment's payment profile. ...
  8. Running a report by Patient Follow-up Date: Video

    A video walkthrough of running a report by Patient Follow-up Date. ...
  9. Running a report by Patient Follow-up Date

    To run a report listing patients and their Follow-up Date (if populated - Patient Chart > Important tab )        2. Navigate to Patients > Patient List > More Filters        3. Select the checkbox >  Patients with foll...
  10. Patient Balance Ledger: Video

    A video walkthrough of the Patient Balance Ledger. ...