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How To: Manage Communication Opt Outs (for Patients)
Patients can opt in or out of communications from an Adit practice at any time. For detailed instructions on how practices can manage communication preferences on their patients' behalf, please see How To: Manage Communication Opt Outs (for ...
How To: Install the Adit browser extension for Chrome (Dentrix Ascend)
This article walks you through installing the Adit browser extension for the first time. If you already have the extension installed and need to troubleshoot it, please see Troubleshooting: Reconnect the Adit browser extension for Chrome (Dentrix ...
How to view Audit Logs
To view Audit logs in Adit, navigate to Settings then Audit Logs. Here you will be able to see the following details: Date and Time: The date and time the change was made. This is currently displayed in your computer's default time zone, in a future ...
How To Set Up Legacy TXT Records/DNS Records for Your Domain
At Adit, we strongly urge you to authenticate your domain by implementing SPF and DKIM. To successfully authenticate your sender domain, you need to set up your SPF and DKIM TXT records. Authenticating your sender domain is a simple process that ...
How to Edit Your Practice Information
You can edit your practice information through your settings within the Adit App. This is useful to keep information and access on the account up to date. These settings can only be edited by a user with Manager or Owner level access. 1. Go to ...
Adding Modules for Partners
This article will show you how to provide partners with access to your Adit modules within your account. Only Owner-level users can add access for Partners. Click on the Settings gear icon in the top right corner of your Adit dashboard. In the Admin ...
Reset your Adit password
If you have forgotten your Adit password, you can easily request a reset right from the login page. To reset your Adit password: Navigate to the login page. Below the password field, click the Forgot Password? link. Enter your username. Click the ...
How to Find your Account #
Log in to your adit app account In the top right corner of the navigation bar, select your profile icon In the drop down menu, you will see your 5 digit Account #. Clicking on the # will automatically copy it to your clipboard. You can provide this ...
How to Enable or Disable a Module
To enable/disable a module: Navigate to Settings. In the Locations section, select your location Go to the General Page Scroll down to App Access and toggle the module you would like to enable or disable If the toggle is colored orange and to the ...
How to Set your Outgoing Number
You need to set an “outgoing” number in order to send out requests from quick texts such as payment requests, appointment requests, and more. The requests will appear to come from the outgoing number you set. To set or update your outbound number: ...
What are Adit's minimum system requirements?
Adit’s integrated software platform and voice-over-IP (VoIP) phone system have relatively low requirements for storage, memory, and speed. Your practice must be able to meet the requirements listed below in order to use our products. Server ...
How to find patient comm logs in my PMS
Adit enables you to log all communication with your patients into their respective patient file in the Practice Management Software. When enabled, this feature will log all historical and new data such as calls, texts, emails, and payments logged ...
How often does Adit Sync with my PMS and how do I manage this?
When you have your EHR integrated with your Adit account, you will be able to make use of plenty of features. These features are made possible because the account and your EHR sync throughout the day to ensure that information is up-to-date. However, ...
How to view your logs within Adit
With Adit’s feature to allow different ways to make patient communication easier, Adit allows you to log all communication with your patients into their respective profile. You can also view what are being logged into their profile from your Adit ...
How to log all communication within the EHR/PMS
Adit enables you to log all communication with your patients into their respective patient file in the Practice Management Software. When enabled, this feature will log all historical and new data such as calls, texts, emails, and payments logged ...
How To: Manage Opt Outs (for Practices)
Patients can opt in or out of communications from your practice at any time. For detailed instructions on how patients can manage their own communication preferences, please see How To: Manage Communication Opt Outs (for Patients). Adit's granular, ...
How to Restrict Employees from Accessing Adit Outside of Your Practice
Adit allows you to prevent staff members from accessing the platform outside of the areas in which you specify. For example, you can set it up so that staff members can only access the Adit platform when in your practice. Please keep in mind that ...
Add or Update Your Billing Information
There are generally two types of charges you will receive from Adit: your monthly or annual subscription fees, and platform overages (such as mass texts or tracking minutes). For more information on Adit’s Usage Policy and how we charge for overages, ...
Popular Articles
A Guide to Managing Users and Their Access
The Adit platform makes it easy for you to invite users, manage their permissions, and control access points across multiple applications and locations. You will need to understand the 4 key roles a user can be added as in the Adit platform. Owner: ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Send an eFax
Adit’s eFax feature uses your email to send and receive faxes so that your office can take one more step towards being paperless. In order to send an eFax from your office, your outgoing email needs to be set up and verified. Sending an eFax. You can ...
How to Create A Form
Creating patient forms for your practice provides a great level of customization and allow for mapping to specific patient information such as basics like first and last name, and can range to updating medications and allergies tied to the patient ...