General

Account

• Managing assigned user groups
• Setting up your digital signature
• Updating your user account information
• Changing your password

Navigation

• Viewing my patients list as a group leader
• Viewing my patients list
• Hiding the navigation panel
• Viewing the chairside dashboard
• Using the location overview (dashboard)

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Troubleshooting

• Disabling IPv6 for Windows or Mac
• Clearing the browser cache
• Saving Chrome logs

Patient Communications

• Creating a Trust Center business profile
• Customizing electronic statement communications
• Customizing your practice profile
• Viewing patient connections
• Providing patients with a number for text messages

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Users

• Changing your Password
• Activating multiple providers
• Inactivating multiple providers
• Viewing and exporting my timecard
• Deleting a punch

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Miscellaneous

• Handling patient note notifications
• Handling notifications
• Subscribing to notifications
• Settings hierarchy
• Setting your password

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