Manage Patients

How do I view a patient's loan details?
1) You can view a patient's loan details in the Loan Overview section of your dashboard. This is also the homepage of your dashboard. Click on the Loan ...
Tue, May 28, 2024 at 10:06 AM
How can patients apply for more than one loan?
Patients can apply for more than one loan by reaching out to your office. From there, you can trigger an additional Basis invitation via text or email to th...
Thu, May 23, 2024 at 10:54 AM
How do I confirm/update a patient's estimated treatment start date?
When a patient's treatment start date has passed, you'll be prompted to confirm whether the treatment took place or has been changed to a different ...
Wed, May 29, 2024 at 10:38 AM