New Articles

  1. Share an Invoice

    The system allows user to share a paid invoice directly from the Invoice screen using the " Share Invoice " button. Users can choose to share the invoice via Email, SMS, or QR code.  Prerequisites to share via SMS and Email: Obtain consent ...
  2. Email Configuration 2: Set Up Appointment Triggers

    Once system admin set up the appointment trigger in the system they can use that trigger to automatically send Appointment related Email messages either: A set time after an appointment is created (from 0 minutes); or, A set number of days before...
  3. Email Configuration 1: Create Message Types and Templates

    System allows you to create the appointment email message type from administration - > correspondence menu. After creating the message type in the system, you will need to add a message template for the newly created message type. Step 1: Create...
  4. Assessment list overview

    Steps to Access the Assessment List: Dashboard: 1. Start by navigating to the dashboard. This is typically the main screen after logging into the system. 2. From the dashboard, locate and click on the "Correspondence" section. This will take ...
  5. 7.0.0 Release Notes

    About this Release In each release there may be new features and functions that require one or all of the following: · Purchase of a module to access · User Training · Specific process to be used to ensure the correct functioning Please re...
  6. Assign a Patient Entitlement to Cases

    Assigning Entitlement Category to Case Category To assign an Entitlement to Cases, please make sure the following requirements should be configured. It is required to have account permissions to access admin settings. Entitlement Category (Admi...
  7. Manage External Identifiers for Patient

    For a number of integrations, it is common that one or more  External Identifiers  may be created by an integration. In rare cases, a technical support staff member may need to add, remove or edit these identifiers. For individuals with the role...
  8. 6.99 Release Notes

    About this Release In each release there may be new features and functions that require one or all of the following: · Purchase of a module to access · User Training · Specific process to be used to ensure the correct functioning Please re...
  9. 6.98 Schema Changes

    Schema changes between CareRight V6.97 and 6.98 New Tables/Views None New Columns case_categories.checklist_id case_categories.entitlement_category_id cases.entitlement_id data_collection_elements.primary_me...
  10. DB4 / DB4E Assignment of benefit (digital signature)

    Assignment of benefit and digital signature for telehealth services From  CareRight(CR) version 6.98, CR features a workflow for collecting a signed DB4 Assignment of Benefits PDF via a secure link. This improves telehealth claiming preparation, ...