Using Facilities & Rooms to Color-Code Your Availability

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• Creating Facilities & Rooms

  STEP 1: Navigate to the FACILITIES & ROOMS tab within the Account Settings section. STEP 2: Click +Add New Facility button. STEP 3: Enter appropriate facility details. These details will appear on the superbills if the “Invoice Display Facility ...

• Enabling Booking Widget for Existing Clients

  To turn on the booking widget feature for existing clients to book new appointments / reschedule schedule appointments from within their client portal, follow the steps below: STEP 1: Navigate to Account Settings within the Settings dropdown STEP 2: ...

• Creating Online Booking Widget (NEW CLIENTS)

  Step 1: Navigate to Account Settings within the Settings Dropdown Step 2: Click on the Online Booking tab on the left-hand side & choose your subdomain (the name that will be included in your unique booking page) and click "Create Practice Domain" ...

• Adding Diagnosis Codes

  STEP 1:   Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2:  Under the Treatment Methods heading, click on the Select Diagnosis Code drop down  Begin typing the code/description in the search bar If the diagnosis is not ...

• Adding Appointments to the Calendar

  You can add two types of appointments to your calendar. Client Appointments Non-Client Appointments Scheduling a Client Appointment Step 1: Click on the date/time within the calendar OR click on the New Session icon in the top right-hand corner of ...