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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