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Adding a New Insurance Carrier

Click the Insurance tab on the patient’s page Click drop down arrow to select the correct insurance company If insurance company is not listed in the drop down list, click the plus symbol + next to Pick Carrier Fill in New Insurance Company... Read More

Letters - adding a QR code

Overview   It may be useful to add a QR code to printed letters that are mailed out containing a link to a specific website address that you want the recipient to go to.  Examples: Invoices sent to patients linking to your online payment portal... Read More

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