Account & troubleshooting

Troubleshooting and safe use

Reviewed: 2026-10-15

Check the status before repeating an action.

Step-by-step guide

1. If a message is pending or a payment is uncertain, check its status before retrying to avoid duplicates.
2. If changes are missing, check account, business, branch, filters and sync status. Never clear local data with unsynchronized work.
3. Use Integrations to check available connections. Do not upload medical records or PHI. Use Help/contact for unresolved issues.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.