Company Setting: Auto Create Temporary MML Account

This setting will allow for temporary MML accounts to be created automatically for the patient at the time the patient is created in the system. This will also be completed when initiating the office code to use a practice supplied iPad either via appointment types or manual assignment. Enabling this setting will greatly reduce the workload of staff setting up MML accounts for the patient. Be sure to review Create MML Account as it will allow the patient to complete the full setup of an account during the intake process without staff involvement.

Steps to Complete

  1. Update the company setting by searching "Auto Create Temporary" 
  2. Check the box so the value = Yes/True

DO NOT STOP HERE
Be sure to review the article: How to Set Up the Intake Links