Verifications
How to Restrict or Tie Users to Select Facilities
Facility “Enterprise” Security Modification Introduction: This article is intended to provide guidance on our newest feature which allows facilities to be able to restrict the data a user has access to, based on the facilities tied to the user. ...
Account Data Maintenance
Introduction: This article is intended to serve as guidance on the Account page and how to maintain the fields and information to keep up with your businesses growing needs. Account Name changed to “Account Nickname” – this will encourage customers ...
Upgraded Patient Search as of 06/04/2024 V24.06
How to Search for a Patient/Lead Description: This article is intended to serve as guidance on using the search feature in the Verifications list view. 1. Navigate to the "Verifications" List from the left navigation 2. Click the "Search VOBs by ...
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 ...
How to Mass Update Fields in the VOB List View
How to Mass Update Fields in the VOB List View Introduction This article is intended to provide guidance to users on how to update eligible fields in mass in the verification list view. 1. Navigate to the "Verifications" List View 2. Click the ...
How to Setup Passwordless Authentication
Follow these steps to set up Face ID for seamless authentication on both mobile and desktop devices without requiring a 2FA code. 1. Log in to your account and navigate to the user profile. 2. Click on "Enable Passwordless Authentication". 3. Proceed ...
Popular 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. ...
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 available
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 ...