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Tutorials
- Date of Service Payment Posting
- Entering an EOB: Individual Client
- Creating Custom CPT Codes
- Client Profile: Insurance
- Accepting and Posting an Insurance Check
- Client Profile: Appointments
- How do I reset a client Username?
- Custom Client Intake Forms
- Client Profile: Records
- My Profile Menu
- Managing Appointments: No Shows, Cancellations
- Supervision in 2.0
- Client Profile : Main
- Client Profile: Messages
- Charting a SOAP Note
- Insurance EDI Enrollment
- Entering an EOB: Multiple Clients
- Reporting Function
- Allow Clients to Message you
- Records Custodian Role