Design & Sign
- How to Hide/Delete a Question within your Design & Sign Form
- Euro - Design and Sign and PP Pricing
- How to Update the Header/Footer Of Your Form Template
- How to Use the Practice Portal
- How to Create/Update The Practice Portal Password
- How to Access The Practice Portal URL
Claims Section
- Manual Claims Process
- How to Delete A Claim Item
- Automated VHI Insurance Process
- How to Update Claim Item to 'Patient Charged'
- How to View Claims At A Patient Level
- How To Mark Claim Items As Paid
Reports Section
- How to View The Full List of Patients Within the Practice
- How To View A List Of All Appointments/ Patients Seen By A Particular Clinician
- How to see all Payments made within a month
- End of Day Reports
- How To View A List Of Completed Treatments Based On A Specific Treatment For A Clinician
- How to Generate A Report That Shows All Patient's Based on A Patient's Preferred Clinician
Treatment Section
- How do I Change a Treatment from Complete to Planned?
- How to submit an NHS Claim
- How do I Complete Multiple Treatments?
- Print a Patient's Clinical Notes with Charting
- How to Delete a Baseline Item
- How to Construct a Treatment Plan
Appointment Section
- How do I Book an Unscheduled Appointment Using the ‘Find Slot’ Feature?
- How do I cancel Appointments?
- Unable to Login
- Household Bookings
- How do I Update a Patient's Email who is Already Registered to the Patient Portal?
- How do I update a patient's status?
Patient Section
- How to make a Patient Recall Exempt
- How to Print a Receipt
- Creating a GoCardless Payment (Single or Recurring)
- Household Payments
- Household Groups
- How To Save a Statement as PDF
Patient Portal
- How do I Reverse the Pending Registration Status on a Patient’s Details?
- Remove appointments from patient portal
- How to Add/Edit a Patient Portal Appointment Note
- How to set-up PayPal
- How to Limit An Appointment on the Patient Portal to a Specific Clinician
- Connect and Consult Instructions
Communication Section
- Update SMS Sender Name
- View Received SMS
- How to Resend an Email from Audit Logs
- Configure the Auto Email Communications cc'd to the Practice Email for E-Signatures
- How to View Communication Sent to a Patient
- Task and Lead Management
Admin Section
- How do I Create 1-Click Plans?
- Add a User Photo
- How to update your NHS UDA Target/Sub-targets
- How to Amend Statement Header
- How to re-enable a user
- Default Payment Method