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Help Center
Training Videos
Training Videos
Watch quick training videos and guided walkthroughs to learn features, workflows, and system usage.
Administration
Creating a Scheduler Template
Adding and Removing a User
Add & Edit Practice Locations
Creating Practice Exceptions
Adding Permissions and Restrictions
Adjusting Practice Settings
Modification of the Copayment Field
Adding & Editing Locations – Overview
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Clinical
ERx Cancel
Billing
Claims Creation Workflow
Setting Up Your Insurance Picklist
Add Your CMS Region
Optimizing Claims Creation
Essential Claim Information
Adding a Modifier
Fee Schedule Management
Add Places of Service
Add Practice Charges
Patient Statements
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Front Desk
Front Desk Schedule Management
Scheduler Release Notes
Front Desk 4-Step Workflow
