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Organization Setup

• Organization Settings - Establish your Organization-wide Settings. Setup your Organization Profile, Service Types, Locations, etc.
• Additional Organization Settings - Setup your Organization Note Template, Learn how to export data, view the Staff Activity Log, and utilize the Ensora Data Collection Integration.
• Manage Add-On Subscriptions & Services - Subscribe and set up things like Appointment Reminders, Claims Service, Telehealth, e-Prescribe, Managed Billing, and Client Portal.
   

Staff Setup

• Add Staff Members
• Assign Staff Permissions
   

Client Setup

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

• Add Clients in ABA Therapy
• Import Client Data
   

Agenda, Calendar & 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 & Notes

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

Client Invoice

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