Therapist Account
Clients
- Draft Notes
- How to Request Insurance Information From a Client
- How to add a client to a waiting list
- Can I add 2 emails under 1 client?
- How to add personalized message on the client portal?
- How to create sticky alert for a client?
Meeting
- Start a Meeting
- Transcription (how to transcribe audio and video files)
- How to block time right on the calendar
- How to Edit Scores (Accuracy) of Apps and PDFs
- Preparing Activities for Session (Bookmarking)
- How to Screen Share on MAC
Reports
- How to Take Notes During Live Meeting
- How to Score a Worksheet
- How to View Notes After Meeting
- How to Edit Notes
- How to View Graphs/Charts of Short Term Goals
- How to View Progress and Graphs of Scored PDF Resources
Schedule
- Create client specific service prices and default services
- How to Print Calendar (Schedule)
- How to Schedule Non-Clinical Appointments
- How to Set/Change Monthly Calendar View to Your Preferred View
- How to Filter Services during Scheduleing
- How to Re-send Email Reminder (Invitation to Meeting)
My Account
- How to transfer incoming fax to client chart?
- How to view incoming and outgoing faxes
- Virtual Backgrounds
- How to Edit Account Information
- 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 Delete a Therapist