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With Doc Notes for AppExchange, medical professionals can easily track and follow up on the many requests they receive for patient records — from completing forms about communicable diseases to forwarding files to new providers.
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We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.