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Knowledge Base
Product
Product
Practice Accounting
Patient Cancellation
Patient Financing
Payment Receipts
Patient Refunds
Patient Renewals
Benefit Tracking
BoomCloud
Connections
Dashboard
Enrollment
Legal
Marketing
Members
Payments
Policies
Settings
Support
Smooth Signup
Product
How to Create a Membership Plan
Practice Accounting
How do we reconcile our reports and bank statements?
Patient Cancellation
How to cancel, deactivate or remove a patient from their membership plan?
Patient Financing
How do I set up Patient Financing?
How do I create a payment plan for a new member through the Patient Financing tool?
Payment Receipts
How do I print a payment receipt for patients in office?
What emails are sent to patients?
Patient Refunds
Patient Refunds
Patient Renewals
Email Reminders
Will patients be reminded for auto renewals?
Benefit Tracking
Benefit Tracking
BoomCloud
Cancellation Policy
What is the Customer Support Number?
What does the data on my dashboard indicate?
Connections
What is the "Locations" section of my account?
Dashboard
What does the error "Invalid Positive Integer" mean?
Live Stream
Enrollment
Where can I find the link to my Plan's Landing Page for members to sign up online?
How do I add a patient that paid using cash/our card processor?
Why can't I schedule a patient for the 29th, 30th, and 31st?
Legal
What is the Medical Retainer Agreement?
Where can I find a copy of our Patient Agreement?
Marketing
What is BoomCloud Growth Services?
Members
Adding Members with Different Start Dates
How do I add a member to an existing account?
How can patients view their membership information online?
Can a patient sign up if they have insurance?
How do I look up members in BoomCloud?
How do I remove one member from an account with multiple patients?
Email already exists
Incorrect patient information after plan update
How do I check a patient's payment history?
How do I upload a patients agreement?
Why are my patient's unable to sign their agreement online?
Where can I locate the member login link?
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Payments
Payout Reports
How to Update a Patient’s Payment Information
Updating Your Billing Information
How to update your bank account for deposits
Do members receive a receipt for their membership plan payments?
What is the "cash" payment option?
ACH Billing
Can I cancel a processing payment?
What is Plaid?
CareCredit
Depositing Membership Payments
How to change a credit card payment to an ACH payment
How do I know why the patients card declined?
What is Online Bill Pay?
How to use your practice management system with BoomCloud
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Policies
Cancellation Policy
Settings
How to edit your account settings
Support
Scheduling With Customer Support
Smooth Signup
Patient Portal
