Cloud 9

Financials

• Statement Queue
• Close the Day / Month
• Late Fee Queue
• Insurance
• Contracts

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Hardware

• Computer / Browser

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Schedule

• Setup Items
• Appointment Tickets
• Schedule Templates
• Overview

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Letters / Forms

• Document Editor

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Getting Started

• Basic Searching
• Home Screen / Navigation

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Patients

• Setup Items
• Patient Comments and Alerts
• Document Cabinet
• To-Dos
• Insurance

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Treatment

• Setup Items
• Treatment Card

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Reports

• Treatment
• Scheduling
• Financial
• Overview
• Data Miner

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Setup

• Locations/Schedules
• Letters/Questionnaires
• General
• Financial

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Errors and Logs

• Errors

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Pediatrics

• Reports
• Treatment

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Image Layout Editor

• Image Layouts

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Practice Information

• Other Tabs
• E-Mail Server
• Patient Portal
• Options

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Additional Services / Vendor Partners

• Payment Processors
• C9 Additional Services
• Cloud 9 Pay (KeyBank)

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Training Videos

• Additional Services / Demos
• Treatments
• Scheduling
• Reports
• Peds

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Information / FAQ's

• Tax Forms
• Can't Log In / Expired Password
• System Requirements
• Contact Us
• Internal Procedures

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C9 Agent

• Overview
• Installation
• Troubleshooting

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Mobile App

• Cloud 9 Mobile App

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Cloud 9 Connect

• Cloud 9 Connect

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Automation Suite

• Scheduled Contract Payments
• Recurring Campaigns
• Appointment Campaigns

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