Profile Update Invitation

Overview

This section provides information on how to send an email to new customers that you need need more information from.

Customers can update their contact information, credit card info (if PCI-compliant credit card integration is active), and even add new patients! Current customers can access their profiles to make updates via their eBill as well.

Estimated Time to Complete – 5 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

<Video Coming Soon>

Step-by-Step Guidance

1. Customer File > Account.

2. Send Profile Update Invitation.

3. Review send options.

4. Send.

Web App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

<Video Coming Soon>

Step-by-Step Guidance

1. Customer File > Account.

2. Send Profile Update Invitation.

3. Review send options.

4. Send.

Mobile App (iOS/Android)

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

<Video Coming Soon>

Step-by-Step Guidance

1. Customer File > Account.

2. Send Profile Update Invitation.

3. Review send options.

4. Send.

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Resources

Welcome!