Archy Training
- Archy Training 1 | Introduction To Archy
- Archy Training 2 | Clinical
- Archy Training 3 | Insurance
- Archy Training 4 | Billing & Claims
- Archy Training: Understanding Additional Payment and Adjustments on Claims
- Training 2 - Module 2 | Clinical - Imaging
Archy Mobile App
- Archy Mobile App: Schedule Management
- Archy Mobile App: An Overview
- Archy Mobile App: How to Update Your App
- Archy Mobile App: Patient Management
- Archy Mobile App: How to Download the App
- Archy Mobile App: Messaging Management
Patient Management
- Creating A New Patient
- Fixing PDF Viewing Error in Chrome
- Family Relations
- Patient ID
- Adding A Contact Person To A New Patient
- Adding A Contact Person From The Patient Overivew
Scheduling & Appointments
- Scheduling a Patient Appointment
- Viewing Production on the Schedule
- How do I schedule a patient for treatment?
- Schedule An Appointment Using The Appointment Finder
- Different Ways To Search For Patients
- Completing An Appointment
Huddle View
Insurance
- Creating an Insurance Carrier
- How to Enter a Copay-Based Plan (HMO/DHMO)
- How to Find the Correct Payer ID for Your Insurance Carrier in Archy
- FAQ - Where do I find Payer ID CDCA1?
- Adding Insurance Carriers To A Fee Schedule
- Adding Insurance Details To A Patient
Claims
- How to complete DentalXChange claim enrollment
- Updating DentalXChange Link
- Adding Provider's Medicaid ID or Insurance ID to DentalXChange
- Claim Management Workflow Tools
- Customizing the Claim Center List View
- Pre-Authorizations (Create/Attachments/Submit/Process)
Billing
- Adding Adjustments & Taxes To Invoices
- Archy Terminal/Finix Troubleshooting
- Set Up Archy Credit Card Terminal: Sunmi
- CareCredit Payment Guide
- Creating a Payment Plan
- Payment Plans in Archy: An Overview
Wallet
Clinical
- Medical History | Edit & Review Changes
- How To Customize The Treatment Plan
- How to change a Procedure Cost Estimate for a Treatment Plan
- Perio Charting
- Adding ICD Codes to a Procedure
- Secondary Insurance Estimates On The Treatment Plan
Lab Case Manager
Imaging
- Updating Archy Imaging Service (AIS) Version
- Custom Imaging Mount Layouts
- New Imaging Features: Enhanced Annotations
- Downgrade AIS Version
- Browser Network Permissions for Archy Imaging Service
- Offline Image Capturing
Clinical Notes
- Clinical Notes
- Printing Clinical Notes
- Variables for Clinical Notes, Messaging, Automations, & Forms
- Clinical Notes: Duplicate, Archive, or Delete
- Clinical Notes: Creating Note Templates
- Clinical Notes: Additional Settings & Attaching Procedures
Intra-Office Chat
Mango Voice
- Mango Voice AI: Call Summaries & Sentiment
- Why Aren't My Calls Being Analyzed In Archy for Mango Voice
- Connecting Archy and Mango Voice
- Mango Voice: Assigning a Phone Extension to a Computer
- Mango Voice: Inbound Phone Calls
- Mango Voice: Outbound Phone Calls
Reporting
Employee Management
- How to Activate Your Archy Account
- Adding An Employee In Archy
- Managing Employee Roles and Permissions
- Managing Employee Statuses
- Employee Profile
- Resetting An Employee's Password