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Tutorials
- Client Portal: Overview
- Telehealth - Uses and Features
- Using Integrated Telehealth in TherapyAppointment
- Client Portal User Guide (pdf)
- Online Forms: Editing and Assigning
- Calendar Availability Set Up
- Chart Note Templates
- Client Profile: Billing
- Client Profile : Main
- How do I reset a client Username?
- Dashboard
- Client Profile: Docs & Forms
- Adding an Insurance Company
- Creating an Account with Office Ally: TA Electronic Claims Submission
- Start Charting
- Client Self Scheduling: common issues
- Phone App
- Electronic Remittance Advice (ERA's)
- Common CPT Codes
- Correcting or Voiding Insurance Claims