Learn more about TA2.0 and what is easily accessible from the Dashboard home page.
Keeping an eye on your Account Setup reminders help you stay on task. Features include:
- Two-factor authentication- best when logging in from different computers. By setting up an account phone number, the account holder is texted a code each time a login happens from a separate computer.
- Email privacy preferences - determine whether or not to share your email information with clients.
- Social media accounts - include here any social media sites to share, such as a professional website, Facebook, Twitter, or LinkedIn accounts.
Preview your Schedule
Looking at the Dashboard home page, review your Appointments for today. If you need to view a specific Client for the day's appointment, select View.
Closing Open Charts
Assessing what needs to take place for the day is essential to staying on top of schedule. One area to check in the morning, prior to taking your first client, is closing and completing any open, uncharted appointments.
Submitting Open Claims
Another area to check in the morning, from the home page Dashboard, is following up on any problem claims and/or submitting claims that are ready.