Assigning Providers: How do I assign a patient to a provider?

Depending on how many providers you have in your account, you can assign patients to their correct provider so that care plans, receipts, emails, wellness scores, and stats have the correct provider name on the documents.

Edit Campaign: Can I create my own Drip-Ed™ Variables?

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.

Manage Patients: How do I turn on/off a patient account?

If you need to hide a patient record instead of deleting or inactivating it, you can do so by following these instructions.

Manage Patients: How to manually inactivate patients in mass

Manage Patients: Why am I unable to delete a Patient account?

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

Managing Assigned Campaigns: How do I pause a Drip-Ed™ campaign for one patient?

Managing Assigned Campaigns: How do I stop a Drip-Ed™ campaign email for one patient?

Patient Account: How do I select default billing from the patient Billing Vault?

Patient Groups: How can I remove a patient account from a [Patient Group]?

Patient Groups: How do I search for patients assigned to a specific group?

Patient Search: How do I search by Patient Custom Fields?

Patients: How Do I Add Notes to A Patient Record?

Adding notes to patient records is a great way to organize patient information for future use. 

Payments: How do I assign payments to a patient account?