Gift Cards: How do I assign an online payment to a physical Gift Card?

Someone made a gift card purchase online? This article will help you to assign the payment to a physical gift card that you can mail out or give in person.

Groups: How can I pull up payments associated with an Auto-Debit Group­™?

Groups: How do I assign a payment to an Auto-Debit Group™ after processing it?

Groups: How do I remove an Auto-Debit Group™ from a transaction?

Groups: How to create Auto-Debit Groups™

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

Services: How do I add a Service Group?

By including a Service Group onto the patient's Wellness Score®, you can display your recommendations for care. (Just recommendations for care, not the cost of care.)