Below is a list of resources to help you explore some of the systems main features and how they work to streamline your daily workflow. To learn more about all that there is to offer, access the Knowledge Hub.

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Calendar & Appointments

• Access Today's Appointments from your Dashboard
• Appointment Reminders
• Schedule Appointments:
  • Add Client Appointment
  • Add Client Event
• Set Calendar Appearance

Notes

• Review, Lock, Sign, & Modify Notes Workflow
• Create Notes:
  • PIE, BIRP, or CAP Note
• Sign Notes; Lock Notes
• Write a Group Note
• Add & Edit Group Goals
• Prevent Duplicate Notes

Client Portal

• Client Portal Overview
• Messaging in Client Portal

Telehealth

• Provider:
  • Add & Remove Telehealth User
  • Add Telehealth Appointment
  • Launch Telehealth Session
• Client:
  • Prepare for First Telehealth Session
  • Join Telehealth Session

Billing

• Billing Workflow
• Common Claim Rejections
• Billing Information Webinar