Therapist Account
Clients
- How to un-delete notes?
- How do I notify client of room name change?
- How to view discharged clients
- How to archive old clients
- Draft Notes
- How to Request Insurance Information From a Client
Meeting
- How to update screen sharing to a new version on Mac
- Start a Meeting
- How to update screen sharing to new version on PC
- Clicked on do not allow camera by mistake
- How patients (your clients) log in to Telehealth (teletherapy)?
- How do you get the balloons on the screen (during video call - Telehealth)
Reports
- Outcome measures: auto & manual scoring and outcome scheduling
- How to Take Notes During Live Meeting
- How to Score a Worksheet
- How to View Notes (e.g. chart notes, progress, assessment and treatment plan, etc.)
- How to Edit Notes
- How to View Graphs/Charts of Short Term Goals
Schedule
- Drag and Drop Appointments on the Calendar to a New Date
- How to Copy and Paste (Duplicate) Sessions on the Calendar
- What Time Zone should I use when I schedule/see a client in a different than mine time zone
- How to schedule appointments
- Getting the prompt - Another meeting overlaps with this event, How do I fix this?
- Create client specific service prices and default services
My Account
- How to enable two factor authentication?
- How to transfer incoming fax to client chart?
- How to view incoming and outgoing faxes
- Virtual Backgrounds
- How to Change My Account Information
- How to Update Your Provider Details
Getting Started
Therapists
- How to hide goals on progress notes
- How therapists can request co-signs on thier therapy notes
- How therapists can leave stick notes/alerts/message on their therapy notes for co-signer
- How co-signer can leave a sticky note (message/feedback) on the note that needs co-sign
- How to Edit Therapist Information
- How to Assign Clients to Therapists