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  • Administrative: How do I create and manage a new appointment?
    Answer: Practice Management Schedule The Practice Management (PM) schedule can be accessed by clicking the Schedule from the navigation bar at the top, and clicking “PM” ...
  • Administrative: How do I link two patients together?
    Answer: To link two partners together, you must first go to a page with the patient’s information bar at the top – the patient demographics or ...
  • Administrative: How do I create a patient’s portal account?
    Answer: Creating and Finding a Patient's Portal Account Normally, you won’t need to!  A patient portal account is created any time a patient account is created, and ...
  • Administrative: How do I delete an erroneous cryo storage charge?
    Answer: If a patient has an erroneous cryo storage charge, you will need to void the encounter created to hold the charge.  (This is separate from the ...

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