Tutorials
- Using Integrated Telehealth in TherapyAppointment
- Client Portal: Overview
- Support Center
- Client Portal User Guide (pdf)
- Online Forms: Editing and Assigning
- Calendar Availability Set Up
- Chart Note Templates
- Dashboard
- Client Profile: Docs & Forms
- Adding an Insurance Company
- Customizing the Availability Calendar
- Creating an Account with Office Ally: TA Electronic Claims Submission
- Client Self Scheduling: common issues
- Start Charting
- Phone App
- Log In and Account Access
- Client Profile: Billing
- Electronic Remittance Advice (ERA's)
- Common CPT Codes
- How do I reset a client Username?