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Video Tutorials
Back To Dashboard
Video Tutorials
User Account
Changing Profile Picture
Changing Password
Changing Notification Settings
Payer
Creating a Payer
Activating or Inactivating a Funding Source
Downloading a CSV of the Payers
Editing Payer
Adding Services to a Payer
Adding Charge Rates to a Payer
Activating or Inactivating Payer Service
Editing a Payer Service
Billing Setup and Claim Grouping
Adding Notes to a Payer
Editing Payer Notes
Deleting Payer Notes
Viewing Payer Changes History
Uploading Payer Files
Editing Payer Files
Deleting Payer Files
Downloading Payer Files
Viewing the Payer Files
Staff
Downloading a CSV of the Staff
Adding Staff Members
Adding/Editing Staff General Information
Adding Staff Other Details
Adding Staff Member’s Current and Past Employment
Viewing Staff Member’s Current Employment
Viewing Staff Member’s Past Employment
Editing Staff Member’s Past Employment
Deleting Staff Member’s Past Employment
Activating/Inactivating a Staff Member
Adding Staff Paycodes
Adding Staff Timesheets (from Paycode)
Adding Staff Timesheets (Fixed Pay)
Editing Staff Timesheets (for Fixed and Paycode-Based Timesheets)
Adding Staff Credentials
Editing Staff Credentials
Viewing Staff Credentials
Deleting Staff Credentials
Setting Staff Availability
Adding Staff Access
Deleting Staff Access
Adding Staff Services
Deleting Staff Services
Adding Staff Notes
Editing Staff Notes
Deleting Staff Notes
Viewing Staff Profile Change History
Adding Staff Files
Deleting Staff Files
Adding Staff Signature
Client
Adding Authorization and Authorized Service to a Client
Editing Authorization and Authorized Service to a Client
Managing Session Notes
Managing Client Notes
Adding Clients
Changing Client Status
Editing General Info for a Client
Editing Other Details for a Client
Adding an Address for a Client
Editing an Address for a Client
Setting an Address as the Default Address
Deleting an Address for a Client
Adding a Contact to a Client
Editing Client Contacts
Deleting Client Contacts
Adding Payers to Clients
Editing Payer
Inactivating a Payer
Adding a File to Client's Authorization
Clone Authorization
Inactivating an Authorized Service
Setting Client Availability
Assigning Staff to a Client
Deleting Assigned Staff from a Client
Viewing Assigned Staff for a Client
Downloading Notes as CSV
Viewing Client Profile's Change History
Adding Files to a Client
Viewing Client Files
Editing Client Files
Downloading Client Files
Deleting Client Files
Downloading Client List CSV
Schedule
Viewing the Schedule in List View or Calendar View
Viewing Appointment Details from the Schedule View
Steps to Add a Service Appointment
Adding Multiple Service Appointments (Series)
Adding a Staff Appointment (single)
Adding Multiple Staff Appointments
Adding a Drive Time Appointment (single)
Adding Multiple Drive Time Appointments
Downloading the Schedule as a CSV
Locking/Unlocking Single Appointments
Locking/Unlocking Multiple Appointments
Recurring an Appointment
Disconnect Appointment from Group
Canceling a Non-Service Appointment
Completing a Non-Service Appointment
Rendering a Service Appointment
Un-rendering a Service Appointment
Uploading a Signature on a Service Appointment
Adding a Note to a Service Appointment
Editing a Note in an Appointment
Viewing Notes on Appointments
Uploading Documents on Appointments
Editing Files in Appointments
Viewing Files in Appointments
Downloading Files in Appointments
Deleting Files in Appointments
Editing Appointments (Except Service Appointments)
Editing a Service Appointment
Editing a Template/Series of Appointments (Except Service Appointments)
Editing a Template/Series for Service Appointments
Viewing Change History in Appointments
Billing
Viewing Billing Overview
Viewing Billable Appointment Details
Un-rendering an Appointment
Generating Claims from the Billable Appointment List
Viewing Pending Claim List
Viewing Pending Claim Details
Downloading the 1500 Form for a Pending Claim
Viewing Bill Details in a Pending Claim (Claim Payment Transactions)
Viewing Appointments in a Pending Claim
Adding Notes to a Pending Claim
Editing Notes in a Pending Claim
Deleting Notes from a Pending Claim
Viewing History for a Pending Claim
Uploading Files to Pending Claims
Editing Pending Claim Files
Deleting Pending Claim Files
Viewing Files in a Pending Claim
Downloading Files from a Pending Claim
Adding Resubmission Details to a Pending Claim
Submitting Pending Claims
Viewing the Submitted Claims List
Viewing the Details of a Submitted Claim
Downloading a CSV of Submitted Claims
Closing a Submitted Claim (if Claim status is paid we cant close claim)
Voiding a Claim Payment
Viewing the Claim Payments List
Adding a New Claim Payment
Editing a Claim Payment
Verifying a Claim Payment
Viewing the Completed Claims List
Viewing Claim Details in Completed Claims
Editing a Claim in Completed Claims
Downloading the 1500 Form for a Completed Claim
Viewing Invoiceable Appointments
Generating Invoices
Viewing Open Invoices
Viewing Open Invoice Details
Paying Invoices in Full
Editing an Invoice
Downloading an Invoice PDF
Viewing Appointments Associated with an Invoice
Viewing Transactions Associated with an Invoice
Adding Notes to an Invoice
Viewing Notes on an Invoice
Editing Notes on an Invoice
Deleting Notes on an Invoice
Viewing Invoice Change History
Uploading Files in Invoices
Downloading Files in Invoices
Closing an Invoice
Viewing Completed Invoices
Viewing Files in Invoices
Deleting Files in Invoices
Editing Files in Invoices
Payroll
Active
Processed
Reporting
Analytics
Reports
Forms
Viewing the Forms List
Creating a New Form
Editing an Existing Form
Deleting a Form
Downloading a Form
System
Creating a Company Profile
Editing a Company Profile
Creating Roles and Permissions for Different Users
Adding/Deleting Permissions to a Role
Deleting a Role
Renaming Roles
Creating Service Types
Editing Service Types
Creating Credentials
Adding Covered Credentials
Editing Credentials
Deleting Covered Credentials
Adding Departments
Editing Departments
Adding Job Titles
Editing Job Titles
Adding Paycode Types
Adding Mileage Compensation
Editing Paycode Types
Editing Mileage Compensation
Inactivating Mileage Compensation
Adding a Place of Service
Editing a Place of Service
Managing Integrations
Managing Integrations - Stripe
Managing Integrations - Zoom
Managing Bank Accounts
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