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Tutorials

  • Using integrated Telehealth in TherapyAppointment
  • Client Portal: Overview
  • 2.0 Support Center
  • Custom Online Forms
  • Client Portal User Guide (pdf)
  • Calendar Availability Set Up
  • Client Profile: Docs & Forms
  • Customizing the Availability Calendar
  • Adding an Insurance Company
  • Chart Note Templates
  • 2.0 Dashboard
  • Client Self Scheduling: common issues
  • Creating an Account with Office Ally: TA Electronic Claims Submission
  • Phone App
  • Client Profile: Billing
  • Electronic Remittance Advice (ERA's)
  • Start Charting
  • Common CPT Codes
  • Log In and Account Access
  • 2.0 CPT Modifier Codes
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Categories

  • Account Management
  • Assessments: Client Self-Report included in Online Forms
  • New Client Intake
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  • Billing and Management Companies
  • Client Portal
  • Group Practices
  • Charting
  • Migration Readiness
  • General
  • HIPAA
  • Telehealth
  • Tutorials
  • Quick Q&A
  • Schedule
  • Credit Card Processing
  • Insurance
  • Insurance Claims
  • Security
  • Policy
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