Quick Q&A
- How do I Cancel My Account?
- Submitting Electronic Secondary Claims
- Error Code on Claim Rejection
- How Do I Take a Payment?
- How do I gather eSignatures?
- How do I enable Biographical Forms?
- How do I delete a Client?
- How do I send messages?
- My Profile
- How do I enter an EOB?
- How do I Edit a Modifier?
- How do I print a Client Statement?
- What is the Portal Link expiration?
- How do I modify Client Insurance?
- How do I reset a client password?
- What are New Clients?
- How do I make my client Inactive?
- How do I update my Charge Card?
- How do I update Personal Information?
- How do I share a client without sharing notes?