New Menu Structure, 9-26-2024

Why the Change? 

These updates will reduce the need for extensive scrolling and make navigating through the menu quicker and more user-friendly. By grouping options into intuitive submenus, you’ll easily find exactly what you’re looking for. 

When Will This Update Go Live? 

We’re planning to roll out these changes on September 26th. Stay tuned for more updates! 

• Clinic: 
  • Setup, Users & Rooms, Scheduler & Appts, Diagnosis Favorites, Service Favorites, Reminder Types, Customization 
• Treatment Notes: 
  • Notes & Fee Slip 
• Communication:
  • Work Flow Rules, Communication Data 
• Billing: 
  • Membership Types, Default Statement, Products, Third-Party Payers, Fee Schedules, Attorneys, Custom Services, Providers & Payers 
• Subscription:  
  • Overview, Clinic(s), if applicable, Plans & Services 
• Import:
  • Products, Single Patient, Patient List, Patient Balances, Patient Credits

• Settings: 
  • Third Party Payers, Fee Schedules, Products, Custom Services, Membership Types, Attorneys, Default Statement, Providers & Payers