FAQ and Quick Tips

Publish to Mobile Client Guarantor check box
Here's a VIDEO that may help you - Publish to Mobile Client Guarantor check box
Wed, Sep 20, 2023 at 12:56 PM
R/W and R Check Boxes at the top of Permission Access Page
Here's a VIDEO that may help you - R/W and R Check Boxes at the top of Permission Access Page
Fri, Nov 17, 2023 at 7:44 AM
Reset password for employee
Here's a VIDEO that may help you- Reset password for employee or you can also use the following instructions to solve the issue. Ability to reset an...
Tue, Jan 17, 2023 at 11:29 AM
Restore From Non-Billable
Here is a video that may help - Restore From Non-Billable
Mon, May 12, 2025 at 3:57 PM
Save Credit Card Info in MPM
Here's a VIDEO that may help you - Save Credit Card Info in MPM
Fri, Dec 16, 2022 at 4:20 PM
Schedule Appointment on Holiday
Here's a VIDEO that may help you - Schedule Appointment on Holiday
Tue, Jul 11, 2023 at 1:16 PM
Search by First Name in Provider list in Admin
Here's a VIDEO that may help you -  Search by First Name in Provider list in Admin
Tue, May 30, 2023 at 2:05 PM
Search Treatment Team by Provider
Here's a VIDEO that may help you - Search Treatment Team by Provider
Tue, Oct 19, 2021 at 2:18 PM
Searching clients in appointments timeline view on basis of zone
Here's a VIDEO that may help you- Searching clients in appointments timeline view on basis of zone or you can also use the following instructions to sol...
Thu, Jun 10, 2021 at 3:38 PM
Secondary Billed Date on General Ledger
Here is a VIDEO that may help - Secondary Billed Date on General Ledger
Fri, Jan 10, 2025 at 10:45 AM