To Change the units used for a session

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• Client email - Please log in to pay for your session through your client portal.

  'Send email for payment reminder' will automatically send the client an email that says "Please log in to pay for your session through your client portal"  You can control this feature by going to the Calendar, clicking the  button and then checking ...

• Changing appointment details - 2 ways

  1) Calendar: Click on the pencil for the appointment, make the change and click Change. 2) Attendance: Unmark attendance or make sure the attendance box (under Billing Units) isn't checked. If it is checked, remove the check mark and click Submit. ...

• No Show/Cancelled Appts - How to mark them

  1) If you DO NOT want to charge, then change the Status on the Calendar from Scheduled to No Show/Cancelled by Client or Cancelled by Provider and leave the Service the same. Click on the Pencil for that appointment Change the Status Click Change ...

• Colors of the video camera for telehealth

  gray = video session not started yellow = video session started green = video session complete/attended

• NPI FOOTNOTES

  NPI FOOTNOTES What is the National Provider Indentifier (NPI)? The NPI is 10-position all-numeric identification number assigned by the NPPES to uniquely identify a health care provider. Provider Location Address The location address of the provider ...