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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
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  • How do I reset a client Username?
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  • 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
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