Support
Submit account requests like adding users, granting eRx access, deactivating accounts, etc.
- How to Report a Product Issue / Error?
- How to Add a New Provider?
- How to Request a New Facility Addition
- How to Request eRx Access?
Billing
Guides for claims, payments, and billing workflows in Populate.
- How to Create a Secondary Claim
- How to Add an Explanation of Benefits (EOB)
- How to Manage Patient Balances Without Insurance Adjustments
Appointments
How to schedule, manage, and update patient appointments.
- How to Check Insurance Eligibility
- How to Add a New Patient
- How to Check a Patient's Upcoming Appointments?
Visit Notes
Creating, editing, and finalizing visit documentation.
- How to Create a New Charge
- How to Print a Visit Note
- How to Use SNAP (Smart Note Automation Program)
Charts
Managing patient charts and clinical records.
- How to Access and Edit Patient Records
- How to Add Drug Allergies to a Patient's Charts
- How to Add, Edit, and Approve a Prescription
Intake
Patient intake forms and appointment confirmation.
- Intake Parts and Persistence Rules
- iPad Check-In: What Patients Are Asked to Complete
- Why Certain Checkboxes Are Pre-Checked when Sending Intake Forms
Fax & Reports
Sending, receiving, and managing faxes and generating reports.
- How to Send an EFax
- How to Add Contacts for Sending E-Fax
- How to Generate Reports on Practice Performance