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Clients

  • 01 How to Use Filters and Save Views When Searching for Clients
  • 02 How to Use the Identification Tab
  • 03 How to Add Client Insurance Info
  • 04 How to Add a Diagnosis: DSM 5 Tab
  • 05 How to Use the Services Section
  • 07 How to Use the Assigned Employees Tab
  • 08 How to Add Client Admissions Info
  • 09 How to Add Client Assessments Info
  • 10 How to Use the Certifications Tab
  • 11 How to Add Client Consents
  • 12 How to Use the Incident Reports Tab
  • 13 How to Add Info at the Vital Statistics Tab
  • 14 How to Add Meds at the Medications Tab
  • 15 How to Use the MAR Tab
  • 16 How to Add General Medical Information
  • 17 Managing Treatment Plans

Topics

  • Accounts Payable
  • Advanced Billing
  • Shift Scheduling
  • Authorizations
  • Basic Billing
  • Clients
  • Configure
  • Dashboard
  • Employees
  • EVV
  • General Ledger
  • Mobile App
  • Notes
  • Payroll
  • Scheduling
  • Timeclocks
  • Timesheets
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