Tutorials
- Telehealth in 2.0
- Client Portal: Dashboard
- Client Profile: Docs & Forms
- Calendar Set Up
- Client Portal: My Profile
- 2.0 Support Center
- Customizing the Availability Calendar
- Client Portal User Guide (pdf)
- Adding an Insurance Company
- Client Self Scheduling: common issues
- Enable 2.0 Teletherapy
- Creating an Account with Office Ally: TA Electronic Claims Submission
- 2.0 CPT Modifier Codes
- Phone App
- Electronic Remittance Advice (ERA's)
- Start Charting
- Client Profile: Billing
- Chart Note Templates
- Insurance EDI Enrollment
- Client Profile: Insurance