Recent Articles
Paste Previous Note Options
There are two options at the Practice Settings level regarding the "Paste Previous" note feature: Previous Note Select from 5 Previous Notes Please note: this is a global setting for all professionals within the account. After scheduling an ...
Turning on MFA (Multi Factor Authentication)
Step 1: Navigate to Settings - Dual Factor. Step 2: Select the bubble to enable dual factor authentication. Step 3: Choose either email or text authentication.
How to Use AI Notes
?AI notes can be enabled during telehealth and/or in-office appointments provided the telehealth platform is active and recording. An in-office session does not need to be marked as telehealth to access the telehealth link. Step 1: Select the ...
How to Clone Client to Another Practice
Step 1: Navigate to the clients chart - Overview page. Step 2: Scroll to the button and select ‘Clone to Another Practice’. Step 3: Select the Practice name from the Application dropdown. Then choose the primary professional.
Changing Professional E-mail Addresses
Sometimes, you will want to change the e-mail address associated with a professional. Here is how you can do that. Go to Settings → Account Settings → Staff & Users. Click on your name in the Professionals table. Click Settings & Permissions. Locate ...