Education Download our guides.
Documents
Staff Portal
Learn how your staff members can manage their account and perform changes for you.
Staff Portal Guide
Learn how to create and manage membership care plans.
Membership Plan Guide
Learn how to charge fees, complete a visit and manage invoices.
Billing Process Guide
Learn how to create your profile, make yourself available online and manage visits.
Getting Started Guide
Click the link below to view all Provider documents combined into a single PDF: Getting Started, What's New?, Membership Plans, Staff Portal, Billing Process and eRx.
User Guide
See what's new in version 5.0 regarding EHR enhancements, visit documentation, medication and prescription, patient education, patient search and patient reminder lists.
Version Guide 5.0
