Patient Portal Setup

How to Access Patient Portal from Settings?

How to Record Convenience Fee and Send it to Easy Pay?

How to Edit Access Rights for Patient Portal Provider Notes?

How to Customize Social History Module for Patient Portal Setup?

How to Enable Refill Alert?

How to Edit Email Alert Template?

How to Disable Email Notifications for Refill Request Acceptance/Rejection?

How to Set up Custom URL for Practice Logo?

How to Customize “Our Staff” list on the Patient Portal?

How to Set up Email Alerts for Recall?

How to Enable Permissions for Patient Portal Letters?

Recent Posts
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Provider and Location Effective Date Validation for Charg...

Posted On: Oct 20, 2026

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Customizable Sorting for Referral Instructions and Notes

Posted On: Oct 20, 2026

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New Plan Type Field in Patient Insurance Demographics

Posted On: Oct 20, 2026

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Enhanced Sound Notification Controls for High-Priority Pa...

Posted On: Oct 20, 2026

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Permission-Based Control for Public and Private Custom Vi...

Posted On: Oct 20, 2026

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Authorized User Controls for Billing Group Management

Posted On: Oct 20, 2026

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