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Note Tab Not Displayed

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The Note tab will not be present until a Procedure code has been selected AND the Status field is marked as “Show.” The status cannot be marked as “Show” for […]

Incorrect Note Type is Displayed

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The Note type is driven by the Procedure code. The Note tab will not be present until a Procedure is selected. Some procedure codes do not have an associated note […]

How to Find the User’s Username

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Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Find the user and […]

How to Reset a User’s Password

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Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Find the user and […]

How to Reset a User’s Security Questions

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If the user is unable to remember their security questions, you can reset them by following these steps. Click the Search icon. Type in “Staff/Users” in the search bar. Select […]