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Getting Started

Set-Up Guide, Checklist, Where to Begin

  • Invoicing Overview
  • SOAP Process & Templates
  • Set-Up / Link Your QuickBooks Account
  • Getting Started Checklist
  • Invoice Layout Format and Customize Default Invoice Notes
  • Manage Pull-Down Lists
  • How to Log-In & Download Mobile App
  • Reports for Tracking Controlled Substances, Production, etc.
  • Set-Up Stripe for Credit Card Payments
  • Set-Up / Import Your Customers
  • Manage Locations / Farms / Addresses
  • Set-Up / Import Your Patients
  • How to Do an Evaluation (App)
  • Customize Assessment Discharge Summary
  • Set-Up Staff & Account Users
  • Sales Tax Set-Up and Management
  • Manage Services/Prices (Plan Items) and Controlled Substances/Vaccines
  • Set-Up Your GVL Account
  • Registration
  • Manage Practice Account Details
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Categories

  • Getting Started
  • FAQ
  • Common Workflows
  • Billing/Accounting
  • Customers/Patients
  • Products/Services
  • Exam Process
  • Medical Records/Docs
  • Appointments/Calendar
  • Sync
  • Reports / Reminders
  • Integrations
  • Manage Account
  • Manage Users
  • Your Subscription
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