How to add an additional column?

Columns on the scheduler are driven from Provider screen. To have an additional column on the scheduler an additional provider needs to be added. Contact support for adding providers.

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Appointment Reminder: how to setup email or text mode?

To set up appointment reminder through emails, go to Advanced Setup and choose Notifications. To add/ edit email reminder configuration select E-Mail tab. From (E-Mail): The sender email address which should show under reminder Auth. Email: Email from which the alert is sent Auth. Password: Password for the above email Mail Host: Host name for above email Subject: Subject of […]

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Where to schedule when to auto run batch eligibility?

To schedule when to auto run batch eligibility go to Setup from the main menu and choose Practice. From the Practice screen select the Setup Practice Options button from the top right. Choose Eligibility option from the screen that follows. Enter the number of days to Verify Eligibility for Appointment and click on Save.

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Where to change the account timezone?

To change the account time zone, go to Setup from the main menu and choose Practice. Click on the Set Practice Options button from the top right of the screen. Choose the Default Time Zone and click on Save.

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How to default a line status for a procedure?

To default a line status for a procedure, go to Setup from the main menu and choose Procedures. Choose a procedure by searching for it in the Billing Code field. Click on the  button to edit the same. Choose a Default Line Status from the Encounter Procedure screen and hit Save.

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