Christa Mason

This article will describe the additional necessary tasks firm IT will need to complete as part of your overall implementation tasks as they relate specifically to Star.Included in this article: Ch...

SummaryIn a world that's rapidly advancing towards digitalization, the persistence of traditional check payments remains a cause for concern (and pain!). Recent statistics paint a stark picture of ...

Summary Note: If your Practice Management System does not use Jobs, then you will not have the functions and features detailed in this chapter. Add one or more existing Client Jobs to an Engagemen...

SummaryA collection of email notifications are sent out to firm staff and clients alike when a recurring payment plan is created or modified. This is to provide an ongoing audit trail as changes to...

Rarely, a client may report they cannot access their Invoices or their client portal. Specifically, when they click the pay invoice button from an invoice email or smart statement, they're not brou...

In this Article Summary App Registration Supported account type and Redirect URI Optional Claims Implicit Grant and Hybrid Flows Establishing a Scope Create User Group to Restrict Access SummaryIn ...

This article helps you understand how Aiwyn securely integrates with your practice management database and what access options are available so you can choose the approach that best fits your envir...

Summary There are a few stipulations to consider if a refund through the portal is displayed as unavailable or generates an error.   Included in this article: Refund stipulations Refund exceeds pa...

SummaryThe Firm Portal contains a system-wide view of all invoices, payments, clients, and more. It is linked to your practice management system in real time.A question we often get is "Who at my f...

SummaryRequested items sent from the firm portal appear to the client contact assigned to the request(s) in the form of an email. The client contact can enter their Client Portal using a magic link...