Create and Schedule Reminders This article explains how Reminders are created and how to work with them. Reminders help you keep on top of... 0
Upload and Manage Uploaded Documents This article will help you upload scanned documents, images, and documents received as email attachments to a patient case, allowing... 2
Create and Maintain Correspondence Records As explained in About Correspondence, you can create and maintain correspondence records for patient cases. This article explains all types... 0
Create and Manage Case Notes This article will help you to create and manage case notes. Case notes are used to document case activity information.... 0
Create and Manage Text Editor Preset Categories This article will help you define preset categories, which group together related document presets and templates. Universal Office ships with... 0
How to Export Patients’ Case Files to a Folder On Your Computer This article will show you how to export patients’ case files (documents, invoices, payments, SOAP notes and correspondence) to a... 0