Updated Articles

  1. Restrict Staff to an Office

    Learn how to restrict staff to one or multiple offices.
  2. Manage Practice Dashboards

    Learn how to reorder, show or hide, and delete practice dashboards.
  3. Create Practice Dashboards

    The practice administrator controls role-based dashboards and grants access by role or practice group.
  4. Edit Practice Dashboards

    Learn how to edit role-based dashboards.
  5. Manage the Provider List

    Manage the provider list by applying filters, rearranging the order, or sorting it alphabetically.
  6. Archive Groups

    Learn how to archive a group.
  7. Create Groups

    Learn how to create groups.
  8. Edit Groups

    Learn how to edit a group.
  9. Edit Facilities

    Learn how to edit a facility.
  10. Create Facilities

    Learn how to create and set up facilities.