Quick Q&A
- Submitting Electronic Secondary Claims
- How do I Cancel My Account?
- Error Code on Claim Rejection
- My Profile
- How Do I Take a Payment?
- How do I delete a Client?
- What are New Clients?
- How do I print a Client Statement?
- How do I send messages?
- How do I make my client Inactive?
- How do I reset a client password?
- How do I enter an EOB?
- Therapist Schedule and Appointments
- How do I modify Client Insurance?
- How do I update Personal Information?
- Why Don't the Dates Match in my Income Journal?
- What is the Portal Link expiration?
- How do I modify the list of accepted Insurance?
- Client Duplicates
- How do I update my Charge Card?