Welcome

Start Here! Your Organization Overview

This video provides a full overview of getting started with setting up your organization to creating your first invoice including:

• Navigating the Knowledge Base and getting support
• Entering your Organization information
• Adding staff and clients
• Using the Schedule to create appointments
• Completing client intake
• Creating an invoice

Below the video you will find information and links to the steps covered in this presentation.

Click here to download a PDF checklist version of this onboarding.

Organization Setup

• Organization Settings - Establish your Organization wide Settings. Setup your Organization Profile, Service Types, Locations, etc.
• Additional Organization Settings - Learn how to export data, and view Staff Activity Log.
• Manage Organization Add-On Subscriptions & Services - Subscribe and setup things like Appointment Reminders, Claims Service, Telehealth, Managed Billing, and Client Portal.

Staff Setup

• Add Staff Members
• Assign Staff Permissions

Client Setup

There are two different ways to setup your Clients . You can manually add each Client, or you can import Client data

• Add Clients
• Import Client Data

Schedule: Agenda, Calendar and Appointments

• Optimize your Calendar & Agenda
  • Set your Calendar Availability
  • Set Calendar Appearances & Preferences
  • Understand Scheduling Navigation & Filters
• Schedule an Appointment - Learn how to schedule Client Appointments, Recurring Appointments, or Telehealth Appointments.

Client Intake, Cases and Notes

• Case & Notes Overview
• Create Notes - Sign a Note, Edit a Note
• Add a Diagnosis
• Add a Treatment Plan
• Supervise & Review Notes

Client Invoice

• Create a Client Invoice
• Accept a Client Payment or an Insurance Payment
  • Accept Credit Card Payments in My Clients Plus (if you are subscribed)