FAQ
Questions answered in this article: What should I do if the account setup button didn't launch? If I did not see the welcoming email, where can I loo...
Thu, 15 Jun, 2023 at 12:43 AM
This article will provide users with a step-by-step guide to display the Funder and Funder Name on an Invoice. Questions answered in this article: How c...
Tue, 20 Jun, 2023 at 9:07 AM
Need to change the address displayed on your Invoices, Notes, and Landing Page? Check out our simple guide on how to add or change your displayed address. P...
Wed, 20 Mar, 2024 at 6:59 AM
This article offers users a comprehensive, step-by-step guide to editing the existing Client Information Details. Questions answered in this article: ...
Thu, 14 Dec, 2023 at 7:00 PM
Here is a brief guide on how to add the Practitioner’s Registration Number to the invoice. Questions answered in this article: Can we display the Pra...
Thu, 14 Dec, 2023 at 7:02 PM
This article will provide users with a step-by-step quick guide on Generating a report for the total billed/paid. Questions answered in this article: ...
Thu, 27 Jul, 2023 at 11:33 PM
This article will provide users with a step-by-step guide on removing and adding roles to a Practitioner. Questions answered in this article: How do...
Thu, 27 Jul, 2023 at 11:51 PM
A definitive guide on how to share Intake Form and JPG Attachment to Waitlist. Questions answered in this article: How do I share an intake form with...
Fri, 28 Jul, 2023 at 12:02 AM
This article offers a step-by-step guide on how to share consent forms with third parties. Questions answered in this article: Can I share the consen...
Wed, 9 Aug, 2023 at 10:46 PM
This article will provide users with a step-by-step guide on how to change their Clinic Email address. Questions answered in this article: How do I c...
Wed, 9 Aug, 2023 at 10:50 PM