Updated Articles

  1. Check Patient Out

    How to Check-Out Appointments    Video Guide Right click over the appointment, select Checked-Out 2. The Quick Pay screen will load, where the Patient Validation verification can be ran again, ensuring all necessary information has bee...
  2. Quick Pay Tabs/Sections Overview

    The Quick Pay window contains multiple tabs/sections that can be displayed based on the Quick Pay Settings . Below is a brief overview of each tab/section of the Quick Pay window. Receipt: The Receipt tab of the Quick Pay will allow the docum...
  3. Check In and Check Out Dashboard

  4. User Setup for Single Monitor Dashboard Viewing

    For users with a single monitor, we have introduced a new user setting: "Check In/Out Single Monitor." By default, this setting is turned off, so accessing the Check In/Out Dashboard will continue to open in a new window as usual. However, if you...
  5. Release 25.129 - February 20th, 2025

    Executive Summary Company Settings New Setting To Use Practice Address as Return Address ...
  6. Sharing eDocuments to Patients via MML

    This article provides background and step-by-step instructions for sharing eDocuments to a patient's MyMedicalLocker account. This allows a practice to share a variety of documents that may be been either scanned, downloaded, or faxed & saved ...
  7. eDocuments

  8. Patient History - Uncategorized Data

      Understanding Uncategorized History Items To ensure all selected history items remain visible, practice users should always document a patient’s history using the designated Practice History Template . When a user documents history on a temp...
  9. Patient Comment

    Patient Comments is a tool to add a comment that is viewable within the Patient Setup. Add a Comment Open the Patient Setup    Select Comments  from the left navigation menu then the "+" symbol at the bottom    Type comment into the ...
  10. Claim Details/Edits