Auto-Debits: How can I see a list of all active auto-debits?

Manage Online Forms: How do I activate/inactivate a CP Online Form™?

Manage Patient List: How can I activate/inactivate a patient account?

If you want to free up patient space by inactivating patients or active a returning patient, follow these instructions.

Managing Assigned Campaigns: How can I check to see who has already been assigned a campaign/broadcast?

Managing Assigned Campaigns: How can I find out which patients are actively receiving my campaign emails?

Managing Campaigns: How do I manage active campaigns assigned in bulk?

Patients: How to pull our most popular types of lists of patients

There may be times where your office might need a list of certain patients for record-keeping, marketing, or curiosity purposes. This article outlines the most popular lists searched by our members.