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change link missing from client dashboard

Guy Hall 4 года назад в Clinical Charting Module 0

The change link that used to be in the upper right corner of the the dashboards is missing.

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Update Issues

DJ2021 4 года назад в User Group Help обновлен Shauna Dall 4 года назад 4

So since the update I find the the sort function in any given function area is a problem. Not sure that is a useful update. I can no longer sort in Time model under residential so I have to scroll and find the location in a random list. In the ERA module sorting by payer no longer efficient either. 

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Kiosk module?

Celia 4 года назад в Settings Module обновлен 4 года назад 3

In the recent update, it says there is now a kiosk module.  I've updated staff roles, etc., and do not see a Kiosk module. I'm the champion and don't even see it.  Is anyone else having this issue?

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Fax Issues

Heather Wadie 4 года назад в e-Faxing обновлен Jana 4 года назад 1

Is anyone else having issues with the Fax Module?  We have had a number of people call in stating when they try to fax to us, they are getting a busy signal.  We haven't received any faxes all day.

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Where did the chat feature go?

Morgan Kluender 4 года назад в User Group Help 0
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Reminder

Rochelle Garcia 4 года назад в Payments/ERA Modules 0

I was wondering if anyone was aware of some sort of reminder tool in Procentive.  What im looking for is an option to make a note on a service line so that I can be reminded once the payment comes in I have a task to complete.  I know if I click on the pink note by a payment in the payment module a box comes up and you can enter something in the field and type in "date of next action" but how are you reminded of the next date? Is there something I need to turn on in the settings so I get these reminders?

Do you use something else in your office as a reminder/task list? Looking for suggestions.

Thanks

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DBT-A codes

Kim Ross 4 года назад в Billing/Electronic Modules обновлен sarah 4 года назад 4
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Kiosk Manager

Heather Wadie 4 года назад в Settings Module обновлен Mark Cornell 4 года назад 1

Anyone else having issues with the Kiosk Manager?  It's not on my module list and we can't kiosk documents.

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Client portal not emailing

Mary Lou Meyer-Rolfe 4 года назад в Client Portal обновлен AlyssaH 4 года назад 3

We are trying to start using the Client portal, we have set up a "test client".   We cannot get the email to the client to go thru.  We are using office 365  Has anybody else ever had this issue?  Setting changes?

Сервис поддержки клиентов работает на платформе UserEcho