General Inquiry 6

Billing, how-to, documentation

• ⇅ Understand Outbound Referral Network Matching

  Wednesday, June 10, 2026

• ⇅ Upload a Fee Schedule

  Wednesday, June 10, 2026

• ⇅ Understand Platform Usage

  Monday, June 8, 2026

• ⇅ Keep Translations Up to Date

  Updated: Monday, June 8, 2026

• ⇅ Enable Languages for Patient Communication

  Monday, June 8, 2026

Access & Authentication 4

SSO, MFA, role/permission problems

• ⇅ Create a Team

  Tuesday, June 9, 2026

• ⇅ Reset a User's Password

  Updated: Monday, June 15, 2026

• ⇅ Edit a User

  Monday, June 8, 2026

• ⇅ Add a New User

  Monday, June 8, 2026

EHR Integration 6

Sync failures, data mapping, HL7/FHIR issues

• ⇅ Delete a Client Concept

  Friday, June 12, 2026

• ⇅ Filter Miscellaneous Concepts by Category

  Friday, June 12, 2026

• ⇅ Edit a Miscellaneous Concept

  Friday, June 12, 2026

• ⇅ Add a Miscellaneous Concept

  Friday, June 12, 2026

• ⇅ Map Languages, Races, Ethnicities, and Marital Statuses

  Friday, June 12, 2026

Eligibility 11

• ⇅ Eligibility Mapping Troubleshooting

  Monday, July 20, 2026

• ⇅ Interpret Enrollment Statuses

  Friday, June 12, 2026

• ⇅ View Payer Details

  Friday, June 12, 2026

• ⇅ Review All Payers

  Friday, June 12, 2026

• ⇅ Sort Your Payers

  Friday, June 12, 2026

Inbox & Messages 32

• ⇅ Create a Tasklist for Bulk Patient Messaging and Send a Bulk Message

  Monday, July 13, 2026

• ⇅ Review Fax Logs

  Updated: Wednesday, June 10, 2026

• ⇅ Review Inbound Email Files

  Updated: Wednesday, June 10, 2026

• ⇅ Review a Sent Transmission

  Updated: Wednesday, June 10, 2026

• ⇅ Send a Fax From Sent Items

  Updated: Wednesday, June 10, 2026

Intelligence & Workflow Configuration 33

Onboarding, setup, org-level config

• ⇅ Chrome Extension How To's

  Monday, July 20, 2026

• ⇅ Delete a Form

  Updated: Wednesday, June 10, 2026

• ⇅ Download a Processed Form

  Updated: Wednesday, June 10, 2026

• ⇅ Edit a Form Schema

  Updated: Wednesday, June 10, 2026

• ⇅ Upload a Form for Analysis

  Updated: Wednesday, June 10, 2026

Notifications & Alerts 2

Missing/duplicate alerts, routing issues

• ⇅ Manage Your Notification Settings

  Friday, June 12, 2026

• ⇅ Update Your User Profile

  Friday, June 12, 2026

Reminders & Registration 32

• ⇅ Configuring Patient and Location Instructions for Appointment Reminders

  Updated: Tuesday, September 15, 2026

• ⇅ Set Up an Auto-Reply to Incoming Text Messages

  Tuesday, June 16, 2026

• ⇅ Use Surveys to Your Practice's Advantage

  Monday, June 8, 2026

• ⇅ Troubleshoot Surveys That Aren't Sending

  Monday, June 8, 2026

• ⇅ Use the Surveys Dashboard

  Monday, June 8, 2026

Reporting & Analytics 8

Dashboard errors, export issues

• ⇅ Understand No-Show and Cancellation Metrics

  Wednesday, June 17, 2026

• ⇅ Understand Arbol Reporting

  Friday, June 12, 2026

• ⇅ Review the Report List

  Friday, June 12, 2026

• ⇅ Edit Report Access

  Friday, June 12, 2026

• ⇅ View a Report

  Friday, June 12, 2026

Scheduling 5

• ⇅ Review Scheduling Groups

  Updated: Wednesday, June 10, 2026

• ⇅ Delete a Scheduling Group

  Updated: Wednesday, June 10, 2026

• ⇅ Edit a Scheduling Group

  Updated: Wednesday, June 10, 2026

• ⇅ Create a Scheduling Group

  Updated: Wednesday, June 10, 2026

• ⇅ Open Scheduling

  Wednesday, June 10, 2026

Tasklists 7

• ⇅ Setting up and managing campaigns New

  Thursday, September 24, 2026

• ⇅ How to Upload a CSV to a Tasklist

  Tuesday, June 23, 2026

• ⇅ Create a Good Faith Estimates Tasklist

  Wednesday, June 10, 2026

• ⇅ Service Request Tasklist- Service Request Tab

  Tuesday, June 9, 2026

• ⇅ Troubleshoot Tasklist Issues

  Tuesday, June 9, 2026