Updated Articles

  1. Patient Rx History Consent

    The Patient Setup > Rx Hist. Consent field captures whether a patient consents to the practice pulling the RxHub Patient Medication History for them. Follow these steps to access/update this setting for a patient: Open the Patient Setup screen...
  2. Patient Setup Screen New

     Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access The modernization of the Patient Setup container screen was a required first step to support enhancements to Demographics, Emergency Contact, a...
  3. Refunds/Credits Reports

  4. Refund Register Report Screen

    On the toolbar under More select Refund Register Report .   By default the pending refunds to be completed will be displayed.  However this view can be changed under Advanced Search .  Fields may be edited under More > Change Display Set...
  5. Check In and Check Out Dashboard

  6. User Settings Written Tutorials

    If you prefer to review this detail by watching video clips then click on this link to open User Settings Video Tutorials page  and watch the brief video clips that walk you through the function for each of the user settings that we have out...
  7. 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...
  8. Refund Reports

  9. Credit Cards Report

  10. 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...