Auto-Debits: How do I interpret the Auto-Debit Report?

Auto-Debits: How do I Stop/Cancel a scheduled auto-debit?

Daily Procedures: What are the daily procedures I should follow to balance/close at the beginning and end of the day?

It's recommended that each business day, you manage your payment reports and take action on any missing or declined payments.

Managing Bounced/Returned Emails: Bounced Email Report

When emails are sent to your patients, they can be returned (bounced) for a variety of reasons. The best way to prevent emails from being returned/bounced is to ask your patients to add your email address to their email address book (contacts) and/or their email white-list. To view a list of patients whose emails have been bounced, follow these steps:

Managing Bounced/Returned Emails: What do I do with bounced emails?

Payments: What Does the Transaction and Deposit Summary Mean on the Payments Report?

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

Reports: How do I run a Wellness Score Report?

Services: Why do only some of my Services show up on my Wellness Reports?

Wellness Score Printer Setup: How do I print the report in color, remove the website URL & fix margins?