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Getting Started
Initial setup and onboarding guides
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Practice Management Bridge
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Getting Started
Managing Your Account, Users, and Access
Create a Desktop Shortcut for Practice Management Bridge
Logging In to Practice Management Bridge
Create New Users
Edit the Role, Access Settings, and Account Affiliation of Existing Users
Deactivate Users
Reactivate Users
About Administrator (Admin) Role Functions
About User Agreements
Using Features
Accept Card-Present Payments
Take Card Payments Manually Using the Payments Screen
Run a Payment from a Card on File in Vault
Refund or Void a Payment
About Online Payments (Balance Collect) Reporting and Posting
Post Payments from Transaction Search (Click-to-Post)
Generate a Transaction Report in Bridge Payments
View, Print, or Email Receipts Outside of Transactions
Bridge Payments Master Class
