Recent Articles
Turning on Treatment Plan Overdue Notification
When turned on, client charts will display a yellow hazard notification at the treatment plan's overdue date. Step 1: Navigate to Practice Settings. Step 2: Add the number of days until the treatment plan is due under ‘How many days until treatment ...
Notify Clinician When First Appointment is Scheduled for a Client
When turned on, the clinician will receive an email notification of a client's first scheduled appointment. Step 1: Navigate to Settings - Account Settings - Practice Settings. Step 2: Select the Notifications tab. Then, check-off ‘Notify on Client’s ...
Turning on Allocated Payments for Receipt Including Payments
Step 1: Navigate to Settings - Account Settings - Practice Settings Step 2: Select the Invoices tab and choose the dropdown under 'Make this a receipt including payment(s)'. Step 3: Select 'Allocated Payments'. When turned on, the receipt will only ...
Turning on Text Alerts for Telehealth Notification
Step 1: Navigate to Settings - Account Settings - Practice Settings. Step 2: Select the Telehealth / AI Notes tab. Step 3: Choose the dropdown for ‘Telehealth Reminder Notification Method. Step 4: Select ‘Send to all notified emails and phone ...
Insurance Automation Options
Users can choose to automate many insurance processes by navigating to Settings - Account Settings - Practice Settings - Insurance. Auto File Claims: when enabled claims will be submitted automatically once all necessary items are complete (note, ...