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?

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Automated Due Balance Notifications via Email and SMS

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Multiple Copay Types for Insurance Configuration and Chec...

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Filter eSuperbill Custom Views by Note Status

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Web Payment Project Enhancements

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Vaccine Lot Dose Tracking and Available Inventory

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Access Patient Profile from Scheduler > Status #3

Posted On: Aug 26, 2026