Tutorials
- Telehealth - Uses and Features
- Client Portal: Overview
- Using Integrated Telehealth in TherapyAppointment
- Correct, Void, or Edit an Insurance Claim
- Online Forms: Editing
- How do I view or reset a client username?
- Client Portal User Guide (pdf)
- Calendar Availability Set Up
- Chart Note Templates
- Client Profile: Docs & Forms
- Home (Dashboard)
- Client Profile : Main
- Client Profile: Billing
- Adding an Insurance Company
- Start Charting
- Creating an Account with Office Ally: TA Electronic Claims Submission
- Common CPT Codes
- Electronic Remittance Advice (ERA's)
- Client Self Scheduling & common issues
- Accept or Take a Payment