Settings

Alerts

• Settings for Alert Appearance and Automatic Patient Alerts
• Tags for Patient Notes and Alerts
• Adding and Managing Patient Alerts

Charting

• Customizing your 'Procedure Shortcuts' Options for Treatment Planning
• Conditions Glossary
• Procedure Subcodes

Claims

• DentalXChange Setup in Archy
• Steps to Add or Change Billing Information on DentalXChange Account
• Updates to EOB Processing
• IHC: DentalExchange COV process
• Processing Claims from a Migration

Communications

• Automated Communications
• Onboarding: Setting up Text Messaging in Archy
• Mailing Statements to Patients
• Bulk Message Payment Request To Multiple Patients
• How to Add Custom DNS Records to Your GoDaddy Domain via Microsoft Edge
• IHC: Twilio SMS Swap Internal Process

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DoseSpot

• IHC: Dosespot settings
• IHC: Resetting DoseSpot Pin
• Deactivating E-Prescription for a Provider
• Completing Your Two-Factor Authentication (TFA) with DoseSpot
• Completing Your Identity Proofing (IDP) with DoseSpot
• Adding Providers or Proxy Users For E-Prescriptions (DoseSpot)

Fee Schedules

• How to Create a Fee Schedule
• How to mark a fee schedule as in-network.
• Track Out-of-Network Insurance Estimates with Blue Book Fee Schedules
• Understanding Which Fees Will be Used for a Patient

Forms

• Custom Forms
• Forms Automation Settings Guide
• Viewing A PDF In Patient Document Center Error Fix
• Custom Forms: Requiring a File Upload
• Creating Custom Consent Forms
• Editing Forms in Custom Forms

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Insurances

• Updating An Insurance Carrier Address or Payer ID

Lab Case Manager Setup

• Lab Case Settings: Adding Labs, Lab Case Types & Lab Case Return Reasons

Online Booking

• Enabling Online Booking & Settings

Payments

• PCI Compliance
• Payment Processing Set Up
• Credit Card Surcharges for Patients
• IHC: Ordering Finix and Adyen replacement parts
• IHC: How to determine if a practice is using Finix or Adyen for Payment Processing
• Archy Payments Dashboard Overview (Finix)

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Practice Setup

• Business Information
• Patient Folder Management
• Set Up Archy Credit Card Terminal: Castles
• PCI Compliance
• Contact Details
• Practice Hours

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Reporting

• Setting Up Referral Types & Adding Them To A Patient Chart

Scheduling

• Create Custom Codes
• Edit Procedure Codes
• Procedure Codes
• Appointment Categories
• Customizing The Schedule & Appointment Card
• Procedure Short Name

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Security

• Multi-Factor Authentication Setup
• AnyDesk Installation
• Adding Authorized IP Addresses
• Windows 10 End of Life: What Archy Users Need to Know
• Employee Setup For Multi-Factor Authentication
• Resetting Multi-Factor Authentication (MFA) for an Employee

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