Practice Settings
Practice Settings Overview
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Navigate Practice Settings
Practice Information
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Edit Practice Information and Preferences
Enable or Disable Birthday Emails
Enable Self-Pay Only
Upload or Remove Practice Logo
Insurance
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Add, Edit, or Delete Insurance Plan
Add New Insurance Company
Enroll for Electronic Insurance Services
Navigate Enrollments Dashboard
Enrollment Status Indicators
User Settings
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Add New User or Provider Account
Change Password
Complete Provider User Account Shell
Deactivate Provider Account
Edit Provider User Account
Edit, Lock, or Unassign User Account
Lock Provider Account
Navigate User Settings
Unlock User Account
User Account Locked (Platform)
View Locked User Accounts
Service Locations
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Add or Edit Service Locations
Enable Multiple Time Zone
Calendar Settings
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Add, Edit, or Delete Equipment
Add, Edit, or Delete Rooms
Add, Edit, or Delete Staff Time Off Event
Add or Edit Staff Office Hours
Configure Schedules
Edit Provider Office Hours
Enable or Disable Group Appointments
Enable or Disable Practice Online Scheduling
Navigate Practice Online Scheduling
Set Practice Holidays
Set Time Zone and Appointment Increment
Visit Reasons
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Add, Edit, or Delete Visit Reasons
Enable or Disable Online Scheduling Visit Reasons
Surveys & Reviews
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Manage Surveys & Reviews Settings
Tebra Payments
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Access Stripe Dashboard
Activate Patient Collect (Stripe)
Apply for Tebra Payments
Chargeback Process and Prevention
Issue Refunds
Navigate Tebra Patient Collect Settings
Navigate Payouts
Navigate Tebra Payments Terminal Settings
Navigate Transactions
Payment Card Industry (PCI) Compliance
Process Virtual Card Payment
Stripe Terminal: Collect Patient Payment
Stripe Terminal: Setup WisePOS E
Stripe Terminal: Purchase
Tebra Payments Application: Owner Review and Signature
Tebra Payments FAQs
Tebra Payments Terminal: Collect Patient Payment
Tebra Payments Terminal: Purchase
Tebra Payments Terminal: Setup Device
Tebra Payments Terminal FAQs
Emergency Access
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Navigate Emergency Access
Request Emergency Access
Clinical
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Add or Delete Lab List Test
Chart Access Settings
Chart Messages Settings
Chart View Settings
Configure Clinical Decision Support
Configure Prescription Preferences
Create Flowsheet
Deactivate or Activate Flowsheet
Duplicate or Edit Flowsheet
Navigate Flowsheets Settings
Misc
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Activate Patient Portal
Add, Edit, or Delete Referral Source
Add, Edit, or Delete Referring Provider
Navigate Patient Portal
Data Management
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Export Patient Clinical Data
Import Patient Clinical Data
Import Patient Demographics
Tebra
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Enable Two-Factor Authentication
Invoice History
Payment Method
Set Security Policy
Submit Non-Renewal Request
Two-Factor Authentication FAQs
Billing Settings
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Charge Capture Settings
Enable Receipt on Patient Portal
Manage Fees
Manage Services (Procedures)
Navigate Fees
Navigate Services (Procedures)