Provider Onboarding

Once your Organization Administrator has done all the background setup, you can begin to use the system. Use the links below to get familiar with the main functions and features.

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, Group Appointments, or Telehealth Appointments.

Notes

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

Client Billing

• Client Billing and Insurance Info is added from the Bill To & Insurance Info Tab in the Client Details.
  • Add Client Insurance to Client Profile
• Create a Client Invoice
• Accept a Client Payment or an Insurance Payment
  • Accept Credit Card Payments (if you are using the system to process payments)

Ensora Data Collection Integration

• Integration Overview - Utilizing the Ensora Data Collection Integration combines the best of both worlds. Collect your data using Ensora Data Collection and then integrate that information into your Notes and Billing.

Client Portal

• Client Portal Overview - The Client Portal is a robust add-on feature that you can utilize to streamline communicating and working with your Client. 
  • Invite Clients to Client Portal
  • Setup your Client Portal Notifications
  • Utilize Client Portal Intake Forms
  • Utilize Secure Messaging in Client Portal

Telehealth

• Learn all about the Telehealth Workflow, from scheduling Appointments to launching and running Telehealth Sessions.