New Articles

  1. Emergency Contact Tab

     Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access Emergency Contact Tab (Related Person) Overview Emergency Contact now reflects USCDIv3 “Related Person” compliance requirements. Existing ...
  2. Summary Tab

     Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access Summary Tab within Patient Setup Screen Overview The Summary tab has been redesigned for usability and flexibility. Key Updates Dra...
  3. Demographics Tab

     Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access Patient Demographics within Patient Setup Screen Overview The Patient Demographics modernization provides a redesigned experience for mana...
  4. Patient Setup

  5. Company Setting: Send Patient Notification on Approved Cost Estimate

    The " Send Patient Notification on Approved Cost Estimate " company setting allows a practice to notify the patient when the practice has approved a patient cost estimate. When set, it will send an MML message informing the patient that a new...
  6. Company Setting: Patient Cost Estimator - Print Font

    The " Patient Cost Estimator - Print Font " company setting allows a practice to toggle between the normal (default) font and a larger font within the printed cost estimates. This will allow the printed patient cost estimate font to be increased...
  7. Release 25.141 - October 23, 2025

    New features  | Enhancements | Resolutions Highlights New Features Enhancements New Patient Cost Estimator Settings New Patient Quick Create Security Role New Default the Benefit Selection for Pat...
  8. Credit Cards Report

    Navigate to the  Reports  portal in the lower left hand corner. From the System Reports w indow, select  Credit Cards  under Billing. Select your  Advanced Search filters and click  Search . This report will provide the following c...
  9. Overview of the Credit Cards Reports

    The Credit Cards report located under Reports > Billing > "Credit Cards," enables users to identify patients with recently expired credit cards and potentially contact them for updated card information. Practice administrators can also use this fe...
  10. Credit Cards Report