All articles

  1. Account Setup

  2. Adding a Dependent/Patient to a Membership

  3. Adding a One Time Charge for a Patient

  4. Adding a Patient

  5. Adding a Payment Source

  6. Adding a User Login

  7. Adding Additional Administrators to an Employer

  8. Adding and Applying Credits

  9. Adding and removing employees/dependents from an employer invoice

  10. Adding Charge Items or Discounts (Recurring or One-Time) to a Membership

  11. Assigning a Custom Membership Rate

  12. Assigning or Changing a Provider for a Patient

  13. Auto Logout

  14. Bank Account Verification Via Test Deposits

  15. Billed Revenue Report

  16. Can I stop an ACH (bank transfer) payment from processing?

  17. Changing Default Membership Plan

  18. Changing Membership Payment Due Date

  19. Changing the Payer on an Invioce

  20. Changing User to Admin or Non-Admin

  21. Charges, Charge Items, Discounts, Inventory, and Charge Categories

  22. Configuring Lead Source

  23. Configuring Your Membership Rates and Billing Options

  24. Confirming a Membership

  25. Creating a Membership

  26. Creating a Patient Terms Agreement Link

  27. Creating a prorated membership invoice

  28. Creating and Issuing Invoices

  29. Creating Memberships Where The Payer Is Not A Patient

  30. Creating Multiple Pricing Plans

  31. Creating Sales Tax Profiles and Jurisdictions

  32. Customizing Notifications

  33. Cyph Integration

  34. Deleting a Patient

  35. Deleting or Replacing a Payment Method

  36. Deposit Report

  37. Disabling Autopay for Patients Paying by Check/Cash

  38. Discounts (negative charge items)

  39. Disputed Charge

  40. Downloading Employer Invoices

  41. Editing a Patient's Phone Number, Email, Address or Date of Birth

  42. Editing an Issued Invoice

  43. Elation Integration

  44. Emailing, printing or sending an invoice

  45. Employee Divisions

  46. Employer Account Setup

  47. Employer Invoice Settings

  48. Employer Invoices Report

  49. Employer Portal: Adding New Employees & Dependents

  50. Employer Portal: Setting up your account

  51. Employer Portal: Un-enrolling an Employee

  52. Employer Portal: Viewing and Paying Invoices

  53. Ending a Membership

  54. Group Membership Pricing Setup

  55. How Can I View a Statement of Credit Card/ACH/Hint Processing Fees?

  56. How do I download a report with patient email address?

  57. How do I edit the membership name and description on invoices?

  58. How Do I Mark an Invoice as Paid by Check/Cash?

  59. How Do I Override The Bank Account Verification?

  60. How Do I Resolve Elation Sync Errors?

  61. How Long Does It Take For An ACH Payment To Finish Clearing?

  62. How To Apply A Partial Refund

  63. How to I see my cash payments?

  64. How To Issue A Membership Invoice In Advance Of Due Date

  65. How/When Do I Get Paid?

  66. Importing Membership Data

  67. Importing/Upload Patient Data

  68. Instant Bank Account Verification Process

  69. Invoice Payment Statuses & Payment History

  70. Invoice Revisions

  71. Iora Integration

  72. Is there an easy way to print mailing labels?

  73. Liberty Direct Transition

  74. Mailgun Integration

  75. Marking An Invoice As Bad Debt

  76. MDHQ Integration

  77. MDScripts Integration

  78. Membership Coupons

  79. Membership Reports

  80. Membership Statuses

  81. Notifications: Choosing Which Notifications Your Patients Receive

  82. Notifications: Choosing Which Notifications Your Practice Receives

  83. Notifications: Settings Overview

  84. Online Signup Form

  85. Online Signup Form for Multiple Pricing Plans

  86. Orchestra One Integration

  87. Overriding Default Membership Rates

  88. Password Creation and Reset

  89. Patient IDs

  90. Patient Invoices Report

  91. Patient Statuses

  92. Paying Invoices

  93. Payment Source Statuses Explained

  94. Print/Email Patient Payment Summary (Invoice Summary)

  95. Prorating an Invoice

  96. Received Payments Report

  97. Refunding a Payment on a Invoice

  98. Reissuing a Membership Invoice whose due date has already passed (back billing)

  99. Removing a Patient from a Membership

  100. Removing The Primary Patient From A Membership

  101. Requesting Payment Info From Patients

  102. Sales Tax Reporting

  103. Salesforce Integration

  104. Scheduling Payment on an Issued Invoice

  105. Setting a contract length

  106. Setting Provider Panel Size Limits

  107. Setting up Invoicing Ahead of Time

  108. Spruce Health Integration

  109. Toggling Between Multiple Hint Accounts

  110. Turning On/Off Payment Options (American Express, ACH)

  111. Twine Integration

  112. Twistle Integration

  113. Uploading a roster of employees

  114. User Controls

  115. Viewing Emails a Patient has Recieved

  116. Voiding an invoice

  117. Why Are Some of My Deposits Slightly Off?

  118. Why can't I refund this charge?

  119. Why does this invoice say 'clearing'?

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