Help Center
Search our library of guides, tutorials, and common questions to get the most out of Intelligent Office Suite.
HybridFlow Integration
Connect task queues and dispatchers.
Stripe Invoicing
Handle subscriptions and co-pay collect sessions.
Open Practice Sync
Synchronize patient directories, demographics, and insurance profiles.
Sending Referrals
Create referrals, map insurance policies, and sign clinical PDFs.
Sending Faxes
Transmit signed documents directly to analog fax lines.
Organization Secrets
Enforce AES-256 GCM encryption on organization API keys.
Frequently Asked Questions
How are referrals pre-filled?
When a patient is selected on the send referral page, their demographics and active insurance details are queried from the database and loaded instantly as editable parameters.
What happens if a fax fails?
Outbound faxes status indicators shift to 'failed' in the dashboard. You can click 'Retry Fax' or 'Send Again' from the referral details toolbar.
Are organization secrets secure?
Yes. All third-party credentials and gateway tokens are encrypted before being saved, and they are never exposed in plain text inside client bundles.
Can we collect billing payments?
Yes. Using Stripe integration, you can dispatch secure payment links to patients for copays or past invoices.