Knowledge Base
General Information
General Information
Recent Articles
SF - How to Authorize your VTX credentials
This article is intended to provide guidance to our SalesForce web application customers on how to authorize their VTX username and password Why: In order to connect to the VTX Web Application from the SalesForce account, and verify benefits and ...SF Verify App - How to Refresh your Facility List
This article is intended to provide guidance to our SalesForce web application customers on how to refresh the SF Verify Facility list. Why: As a company grows and adds facilities, which have additional NPIs, located in alternate states, and with ...SF Verify App - How to Refresh your Payer List
This article is intended to provide guidance to our SalesForce web application customers on how to refresh the SF Verify Payer list. Why: Why do we need to refresh the payer list in SalesForce? The VTX product is designed to connect to multiple ...VerifyTX Summer Release - Version 24.06 Release Notes
Verify TX Summer Release Patient Search Upgrade What has been added or changed? Back by popular demand, we have brought back the old search bar, but with the new additional search filters available as needed. Knowledge Base Articles: Upgraded Patient ...How to Clear Cache and Cookies from Profile Settings
How to Clear Cache and Cookies Introduction: This article is intended to provide guidance to our users on how to use our new cache clearing tool, to ensure that clearing cache and cookies can be done in 2 clicks without the hassle of worrying about ...
Popular Articles
Winter 2023 Updates
Verify TX Important Updates VerifyTreatment has a client portal! This portal will allow customers to submit inquiries of all kinds from support to billing to questions and feature requests. We will also be debuting a help center with help guides to ...How to Register for the Client Portal
Introduction: This job aid is intended to serve as a guide for how to sign up for a client portal account, where you can create and follow up on tickets, find helpful guides on popular questions and issues or processes, request training or account ...Release Notes 24.02
Release Notes: 24.02 Upgraded Search Capabilities - we're rolling out a new upgraded search that allows you to drill down by Insurance, Coverage Status, Facility, Client Type, Tag Applied, and much more, checkout our knowledge base article to see all ...Roles and Permissions Overview
Introduction This article provides guidance on the available roles and permissions for VerifyTX. The below grid will show which permissions are required for the various VerifyTX functions availablePopular FAQs from our Clients
Popular Questions and Resolutions Adding User FAQs I'm having trouble adding a user, it says their email is already active on another VerifyTX Account, what should I do? First, find out if that person is still actively using that Verify TX account. ...