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Organize - Deactivating or Reactivating Patients and Accounts

Patients and accounts can be inactivated or reactivated either individually or as a group based on common criteria.

Organize - How to Clean Up Your Doctor File

Did you know the order that producers come up in while posting charges is the same as the list order in Doctors on the Main Menu

Best Practices - Year End Procedures

When year-end arrives, there are some tasks that MUST be done prior to beginning a new year and some that are recommended but not required.

Marketing - How to Build a Holiday List

Each year beginning around the end of September our Customer Support department receives many calls about how to create a list of “active patients” to receive a holiday greeting.

Organize - All about Charge Procedure Codes

Click below for helpful information when setting up your charge procedure codes.