Julie R.

  • Total activity 359
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 201


Recent activity by Julie R. Recent activity Votes
  • Scheduling an Appointment: A warning pops up saying "invalid credentials": Appointment schedules but, pop up continues

      Is your software linked to your Google calendar?   IF YES the error means the customer changed their google password but did not change it in the software If YES – go to Admin > Providers > sele...

  • Error stating "Out of Memory"

    When performing functions within the software, you may see an "Out of Memory" error in the form of an unhandled exception or Red pop up across the top of the screen. This error is displaying becaus...

  • How to Add a New CPT Code to Your Existing Fee Schedule

    Adding a New CPT code to an Existing Fee Schedule   This article will walk you through the process of adding a New CPT code you are using to an Existing Fee Schedule attached to a patient insurance...

  • How to create an Email Campaign (Full Walk-Through)

    Creating Email Campaigns To Access your campaign interface, you will go to Admin ​→​ Campaigns     This is an image of the screen display you will be looking at before you get started.   Step 1: ...

  • How to Verify an Email/Text is sending from your database

    Verifying that your database is sending: To verify, you will Go to Admin → Email settings   You will click on the Message Queue Tab to see all campaigns/Reminders queued or Sent. If a Campaign sho...

  • How to Test an Email Campaign before Sending

    Testing your Campaign To test your campaign and make sure everything is EXACTLY the way you want it, go to your list of saved campaigns and click on the one you would like to test, once highlighted...

  • Creating a Campaign that Counts Visits from One Case Only

      Case Type Campaign Filter   You now have the ability to count visits from a specific case only.   There are a lot of clinics that would like to send specific campaigns based on specific cases and...

  • Are Fortis Payments Processing Slowly?

    Before contacting Fortis Support, please make sure: You have Chrome or Mozilla as your computers default browser You are on Fortis version V20.25.0 or higher All Cache is cleared within browser re...

  • How to Delete a Patients Saved CC w/Fortis

        Launch Fortis within the patients file that wants their past payment method removed   Select box to the far right of the saved account vault (Patient CC) Select Delete

  • How to Set up an Auto-Debit with Fortis

       When you are applying a care plan to a patients file, the last screen you will see once you have Fortis integrated with your software, is where you will set up an Auto-debit.   Health Savings Ac...