Articles in this section

• My CVV Box is not appearing and I'm not sure what account settings impact this. What can I do to troubleshoot this as an admin user?
• How do we make changes to the Email and Text Bypass reasons within a New Patient appointment or Patient Overview screen?
• How can I add an insurance website using the Globe Icon?
• An insurance carrier informed us that a specific procedure is covered 1 year after the last Date of Service. How can we indicate this option to reflect in the Insurance Plan – Coverage and Limitations?
• How can we define our Provider Specialties that reflects in Box 56A on the ADA claim form?
• In the drop down box when I am scanning notes, how do I add more options for what I am saving the note under?
• How are we able to customize the frequency limitations which are used in the insurance plan setup?
• Our office wants to indicate our overdue accounts. Currently, there s not a Responsible Party Type that is appropriate for selection. How do we setup a new type?
• How may our office create claim statuses for tracking our insurance claims?