Patients and accounts can be inactivated or reactivated either individually or as a group based on common criteria.

Did you know the order that producers come up in while posting charges is the same as the list order in Doctors on the Main Menu

When year-end arrives, there are some tasks that MUST be done prior to beginning a new year and some that are recommended but not required.

Each year beginning around the end of September our Customer Support department receives many calls about how to create a list of “active patients” to receive a holiday greeting.

Treatment plans are a place to store and organize pending treatments for a patient. Transactions on a treatment plan can be attached to an appointment, organized into phases or alternative plans, printed for the patient, and submitted to insurance on pre-authorization forms.