New Articles

  1. 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...
  2. 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...
  3. 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...
  4. 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...
  5. 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...
  6. Credit Cards Report

  7. Patient Appointment List

    The Patient Appointment List provides a complete view of a patient’s past, current, and future appointments. Use this screen to review appointment history, check statuses, and take action on upcoming visits. The Patient Appointment List screen...
  8. User Setting: Unsolicited Results Processor

    The setting is used to define the  User or User Group to assign Unsolicited Results to if an HL7 ORU file is received that contains a matching NPI to the user's ID.me  Verify Provider Connection.  This setting works in unison with the Company...
  9. CoverMyMeds Default Process Steps

    ePA Process Step by Step This article describes an expected workflow for the default configuration of the CoverMyMeds ePA process. Given the ePA process is a coordinated effort between the ePA Task assignee/prescriber, and Payer/PBM multiple variat...
  10. CoverMyMeds Prescription ePA