Tutorials
- Creating or Editing CPT Codes
- Managing Appointments: No Shows, Cancellations
- CPT Modifier Codes
- Entering an EOB: Individual Client
- My Profile Menu
- Supervision
- Date of Service Payment Posting
- Client Profile: Appointments
- Client Profile: Records
- Records Custodian Role
- Client Profile: Insurance
- Client Merging (Client Duplicates)
- Reporting Function
- Client E-signing Treatment Plan
- Insurance EDI Enrollment
- Allow Clients to Message you
- Entering an EOB: Multiple Clients
- Income Summary Report
- Triage Account for Group Practices
- Accept or Take a Payment