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