Stats: What is the Posted Payments Analyzer?

Manage Plans: How do I access my care plans/templates?

Learn how to search for Care Plans and Templates as well as view the history of emailed Care Plans.

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

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.

Payments: How do I archive transactions?

Payments: How to search transactions processed by a certain Account User

Payments: I have 350+ transactions on my Payments Report, how can I mass archive?

Plan Settings: How do I assign a client to an existing care plan? V6

Reports: How do I print a Wellness Score® report?

Reports: How do I search for a patient's Wellness Score® report?

Templates: How do I search for my Template(s)?