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  • 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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  1. Overview
  2. User Account

User Account

  • Changing Profile Picture

    1. Access Profile Settings Click on the avatar icon in the top-right corner of the screen. 2. Open Upload Profile Picture Modal In the dropdown that appears, click on the "Upload Profile Picture" button. 3. Upload ...

  • Changing Password

    1. Access Profile Settings Click on the avatar icon in the top-right corner of the screen. 2. Open Change Password Modal In the dropdown that appears, click on the "Change Password" button. 3. Fill in the Password F ...

  • Changing Notification Settings

    1. Access Profile Settings Click on the avatar icon in the top-right corner of the screen. 2. Open Notification Settings Pop-up window In the dropdown that&nb ...

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