Julie R.

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Recent activity by Julie R. Recent activity Votes
  • 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...

  • Patient Recall Report

      The Patient Recall Report will allow the clinic to run a report to see how long its been since the patients' last completed appointment, if they do not have a future appointment scheduled.   This...

  • 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...

  • Visit Quick List Panel

    Visit Quick List Panel Visit Quick List is a snapshot of all previous apts.  If you hover over it a window pops up.  If you are hovering over a completed appt it will  show you any notes taken on ...

  • The Provider Dashboard

    Provider Dashboard The Provider Dashboard is designed for the provider to easily see the patients that have arrived, who is waiting, who is currently being treated and in which room. The provider ...

  • Scheduling A Patient Appointment

    Scheduling A Patient Appointment Scheduling a patient can be done in two areas of the software. The first way we will discuss is within the patient's appointment and the second way is within the cl...