How to guides

Here we’ll store all the ‘how to’ guides including process’ and procedures.

Person holding a credit card and using a laptop.

Making a Test payment

How to make a test charge on a provided card for private pay

A calendar with red push pins marking the dates 5, 11, 17, 24, and 30. The date 30 is circled in red.

Creating a patient calendar

How to create a new calendar for patient scheduling

Senior care and daily living assistance at home – Clover Care Home Care. Modern wooden house with stone steps and landscaping, set against green hills and distant mountains during sunset.