Your introductory email from CLX will contain a temporary password.  For security reasons, you should change your password right away. To do so, click the...

If you have forgotten or lost your password, this will walk you through step-by-step on how to retrieve your password information.  Select Lost Passw...

How To Add Users in CLX:   Go to Setup > Client Setup> Users & Security Groups (Note: you may need to select ‘Back to Portal’ first). Un...

  How To get to the pricing page in CLX: On the left side of your dashboard, click Setup > Product Setup > Product Pricing. (Note: if you do not...

In order to enable or disable products offered through CLX, click Setup>Product Setup>Product Pricing.  If you are no longer selling a particular p...

The sales tax is set to default to each state’s rate.  You can view and override this setting by clicking Setup > Product Setup > Sales Tax on the ...

View the video below for a walk through guide on how to add or update your credit card for CLX billing:   How to add a Credit Card for pay...

To add a Doctor in CLX, First select ‘Setup’ from the Main Portal. From ‘Setup’, select ‘Client Setup’, as shown below. Next, select ‘Manage Doctor...