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Results for “reset” — 20 results

ARTICLE

Recovering a forgotten password

Reset your password if you can't remember it or have lost access to your account.

ARTICLE

FAQ: Creating & Managing Users

Answers to common questions about user accounts, passwords, and roles.

TUTORIAL

How to Reset a User's Password

A short video showing how an administrator can reset a forgotten password on behalf of another user.

ARTICLE

System Administrator: quick reference cheat sheet

Quick links and admin task checklist.

ARTICLE

Settings explained: Document coding

Configure automatic numbering prefixes and formats for each document type.

ARTICLE

Resetting another user's password

Give a user a new temporary password when they forget theirs or are locked out.

ARTICLE

Filters and options in the Paid Invoices report

Use filters to narrow your paid invoices view by date, customer, amount, and other criteria.

ARTICLE

FAQ: Logging In

Quick answers to the most common questions about accessing your account.

ARTICLE

Filters and options in the Paid vs Unpaid Invoices report

Customize your view to show exactly the invoices and payment data you need to analyze.

ARTICLE

FAQ: Passwords & 2FA

Quick answers to common questions about passwords and two-factor authentication.

ARTICLE

Filters and options in the Cash Breakdown report

Reference for all available filters and how to use them.

ARTICLE

Billing a patient with insurance coverage

Create an invoice that correctly allocates charges between insurance and patient responsibility.

ARTICLE

Numbering invoices: auto-codes, prefixes and manual codes

Learn how Usystems assigns invoice numbers and how to customize them.

ARTICLE

Filters and options in the Queue Breakdown report

Narrow down results by date, queue, or status.

ARTICLE

A report shows no data

Diagnose and resolve a report that returns empty results when you expect data.

ARTICLE

Searching and filtering the purchase orders list

Quickly find specific purchase orders using search and filter tools.

ARTICLE

Using column filters

Narrow down lists to show only the records you need using column filters.

ARTICLE

Duplicating and restoring templates

Save a copy of your current template or revert to the default version.

ARTICLE

FAQ: Profile Details

Answers to common questions about managing your Usystems profile and account settings.

ARTICLE

Editing a user

Update a user's name, roles, or access restrictions.