--- title: Populate Help Desk description: Populate Help Desk --- [Skip to content](https://knowledge.populateemr.com#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. ### [FAQ Quick answers to the most common questions about using Populate.](https://knowledge.populateemr.com/faq?hsLang=en) - [Useful Keyboard Shortcuts for Efficiency](https://knowledge.populateemr.com/useful-keyboard-shortcuts-for-efficiency?hsLang=en) - [How to Scan Documents for Sharing](https://knowledge.populateemr.com/how-to-scan-documents-for-sharing?hsLang=en) - [How to Take Screenshots](https://knowledge.populateemr.com/how-to-take-screenshots?hsLang=en) [See more](https://knowledge.populateemr.com/faq?hsLang=en) ### [Support Submit account requests like adding users, granting eRx access, deactivating accounts, etc.](https://knowledge.populateemr.com/support?hsLang=en) - [How to Report a Product Issue / Error?](https://knowledge.populateemr.com/how-to-report-a-product-issue-/-error?hsLang=en) - [How to Add a New Provider?](https://knowledge.populateemr.com/h?hsLang=en) - [How to Request a New Facility Addition?](https://knowledge.populateemr.com/how-to-request-a-new-facility-addition?hsLang=en) - [How to Request eRx Access?](https://knowledge.populateemr.com/how-to-request-erx-access?hsLang=en) [See more](https://knowledge.populateemr.com/support?hsLang=en) ### [Billing Guides for claims, payments, and billing workflows in Populate.](https://knowledge.populateemr.com/billing?hsLang=en) - [How to Create a Secondary Claim](https://knowledge.populateemr.com/how-to-create-a-secondary-claim?hsLang=en) - [How to Add/Post an Explanation of Benefits (EOB)](https://knowledge.populateemr.com/how-to-add-an-explanation-of-benefits-eob?hsLang=en) - [How to Manage Patient Balances Without Insurance Adjustments](https://knowledge.populateemr.com/how-to-manage-patient-balances-without-insurance-adjustments?hsLang=en) [See more](https://knowledge.populateemr.com/billing?hsLang=en) ### [Appointments How to schedule, manage, and update patient appointments.](https://knowledge.populateemr.com/appointments?hsLang=en) - [How to Check Insurance Eligibility](https://knowledge.populateemr.com/how-to-check-insurance-eligibility?hsLang=en) - [How to Add a New Patient](https://knowledge.populateemr.com/how-to-add-a-new-patient?hsLang=en) - [How to Check a Patient's Upcoming Appointments?](https://knowledge.populateemr.com/w?hsLang=en) [See more](https://knowledge.populateemr.com/appointments?hsLang=en) ### [Visit Notes Creating, editing, and finalizing visit documentation.](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [How to Create a New Charge](https://knowledge.populateemr.com/how-to-create-a-new-charge?hsLang=en) - [How to Print a Visit Note](https://knowledge.populateemr.com/how-to-print-a-visit-note?hsLang=en) - [How to Use SNAP (Smart Note Automation Program)](https://knowledge.populateemr.com/how-to-use-snap-smart-note-automation-program?hsLang=en) [See more](https://knowledge.populateemr.com/visit-notes?hsLang=en) ### [Charts Managing patient charts and clinical records.](https://knowledge.populateemr.com/charts?hsLang=en) - [How to Access and Edit Patient Records](https://knowledge.populateemr.com/how-to-access-and-edit-patient-records?hsLang=en) - [How to Add Drug Allergies to a Patient's Charts](https://knowledge.populateemr.com/how-to-add-drug-allergies-to-a-patients-charts?hsLang=en) - [How to Add, Edit, and Approve a Prescription ](https://knowledge.populateemr.com/how-to-add-edit-and-approve-a-prescription-?hsLang=en) [See more](https://knowledge.populateemr.com/charts?hsLang=en) ### [Encounters Tracking and managing patient encounters end-to-end.](https://knowledge.populateemr.com/encounters?hsLang=en) - [How to Customize Encounter Filters](https://knowledge.populateemr.com/how-to-customize-encounter-filters?hsLang=en) - [How to Navigate the Encounters Page](https://knowledge.populateemr.com/how-to-navigate-the-encounters-page?hsLang=en) - [How to Print Encounter / Appointment Schedule](https://knowledge.populateemr.com/how-to-print-schedule?hsLang=en) [See more](https://knowledge.populateemr.com/encounters?hsLang=en) ### [Intake Patient intake forms and appointment confirmation.](https://knowledge.populateemr.com/intake?hsLang=en) - [Intake Parts and Persistence Rules](https://knowledge.populateemr.com/intake-parts-and-persistence-rules?hsLang=en) - [iPad Check-In: What Patients Are Asked to Complete](https://knowledge.populateemr.com/ipad-check-in-what-patients-are-asked-to-complete?hsLang=en) - [Why Certain Checkboxes Are Pre-Checked when Sending Intake Forms](https://knowledge.populateemr.com/why-certain-checkboxes-are-pre-checked-w?hsLang=en) [See more](https://knowledge.populateemr.com/intake?hsLang=en) ### [To-Dos & Stickies Using tasks and sticky notes to stay organized in Populate.](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [How to Create and Assign a To-do](https://knowledge.populateemr.com/how-can-i-assign-a-to-do-to-a-user?hsLang=en) [See more](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) ### [Fax & Reports Sending, receiving, and managing faxes and generating reports.](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [How to Send an EFax](https://knowledge.populateemr.com/how-to-send-an-efax?hsLang=en) - [How to Add Contacts for Sending E-Fax](https://knowledge.populateemr.com/how-to-add-contacts-for-sending-e-fax?hsLang=en) - [How to Generate Reports on Practice Performance](https://knowledge.populateemr.com/how-to-generate-reports-on-practice-performance?hsLang=en) [See more](https://knowledge.populateemr.com/fax-reports?hsLang=en) ### [Settings Configuring account, practice, and user settings](https://knowledge.populateemr.com/settings?hsLang=en) - [How to Add New Appointment types](https://knowledge.populateemr.com/how-to-add-new-appointment-types?hsLang=en) - [How to Add, Create and Edit Forms](https://knowledge.populateemr.com/how-to-create-forms?hsLang=en) - [How to Add a Non-Doctor User from Settings](https://knowledge.populateemr.com/how-to-add-a-non-doctor-user-from-settings?hsLang=en) [See more](https://knowledge.populateemr.com/settings?hsLang=en) ### [Rachel—AI Agent Learn how to navigate our AI agent, Rachel as she supercharges your practice.](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) [See more](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.