Patients

Add a New Patient

How do I add a new patient?

Written by Brian E.
Updated over a week ago

Deleting a Patient

How do I delete a patient?

Written by Brian E.
Updated over a week ago

Add Notes to Patient, Claim, or Statements

How do I add a Patient Note? How do I add a Claim Note? How do I add a Statement Note?

Written by Brian E.
Updated over a week ago

Running Eligibility (VIDEO)

How do I run eligibility in the billing software?

Written by Brian E.
Updated over a week ago

Troubleshoot Eligibility

I can't view the eligibility report. Patient is eligible, but it shows inactive.

Written by Brian E.
Updated over a week ago

Text/Email Bot

Setting up and running the Text/Email Bot. (Only available with active online payments.)

Written by Matthew P. @ LightningMD
Updated over a week ago

Payment Plans

How to set up and use Payment Plans

Written by Matthew P. @ LightningMD
Updated over a week ago

How to use the Waiting Room

How do I get into the waiting room? How do I run eligibility, capture charges, add authorization, and collect payment in the waiting room

Written by Brian E.
Updated over a week ago

How to Edit/Cancel an Appointment

How do I edit an appointment? How do I reschedule an appointment? How do I cancel an appointment?

Written by Brian E.
Updated over a week ago

How to Create an Appointment

How do I create an appointment? How do I set an appointment?

Written by Brian E.
Updated over a week ago

How to adjust your appointment calendar settings

How do I change my calendar settings?

Written by Brian E.
Updated over a week ago

Sending Statements

How do I send a batch of patient statements by mail?

Written by Brian E.
Updated over a week ago

Viewing and Printing Statements

How do I view or print patient statements? How can send a single patient statement? How can I adjust the statement counter?

Written by Brian E.
Updated over a week ago