Setup/Company Info Instructional Demo

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• Group Setup Instructions

  How to set up groups: 1. Go to Setup\Session Catalog a. Setup the CPT code in the session catalog, if one is not already present. This step only has to be done once if you use the same billing code and fee amount for each group. For example, groups ...

• Instructions for Supervisor Setup

  Supervisor Settings Supervisor - Setup Tab > Provider/Staff Check These Boxes QA Staff No Supervisor Signature Required Save at bottom of page Therapist (Supervisee) - Setup Tab > Provider/Staff Supervisor Dropdown to the right of the page Select ...

• Client Billing Automation

  Automation Setup: 1. Go to Setup\Company Info 2. Select the Statement Settings button in the lower right 3. Select the Billing Frequency for the Client Billing Statement from the drop-down 4. Select which email address to send the email to from the ...

• How to setup and insert an electronic signature

  To set up your signature: 1.  Go to Setup\Provider\Staff 2.  Select your name (in blue) 3.  At the bottom left, there is a field for electronic signature 4A.  Select the Sign button to use your mouse or a touch-screen. 4B.  Use the Choose file button ...

• Steps for Preregistration and Terms and conditions & Client Portal.

  Steps for Preregistration and Terms and conditions & Client Portal. Make sure to go to your calendar and click the Client portal setting first before completing these steps. This will give you the choice of what you want your clients to see while ...