Updated Articles

  1. Create Staff Member Accounts Updated

    Learn how to create and edit staff member accounts.
  2. Billing and Practice Intelligence Reports

    This feature is in beta testing.  If you would like to test the feature, please reach out to support. The new Business Intelligence menu is organized into two sections — Billing Intelligence and Practice Intelligence — each containing its ...
  3. Billing Summary Report

    This feature is in beta testing.  If you would like to test the feature, please reach out to support. The Billing Summary report provides a clear overview of key performance metrics across monthly, quarterly, and yearly timeframes. It incl...
  4. Preview EDI Claim

    This feature is in beta testing.  If you would like to test the feature, please reach out to support. The new Preview EDI Claim feature enhances transparency by allowing users to view the exact EDI data that will be transmitted to the clearing...
  5. Non-Controlled Substance Prescription Limitations for Staff Acting on Behalf of Providers

    Staff users are limited to creating draft prescriptions for providers to sign and send non-controlled prescriptions and have read-only access to the Send eRx feature.
  6. Creating a New Request : EHI Export

    Learn more about creating a new EHI export request.
  7. Legacy Form Builder Sunset New

    Learn more the legacy form builder sunset.
  8. Adding Billing Profiles in the Form Builder

    Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types. Here is how you can add them from the form builder. Navigate to Clinical > Form Builder .   Select the form you ...
  9.  Clinical Form Management Enhancements (Video) New

    This video describes how to use the new Clinical Form Management enhancements.
  10. Get Started with the EverHealth Customer Self-Service Portal New

    Use the EverHealth Customer Self-Service Portal to manage your account.