Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review list of global Interventions and activate any of the ones already in the account or add additional ones as needed. ● Within the Codes & Metrics tab, click ...
This action is applicable only when there is an existing note from a previous session. Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option. Step 2: Click on ...
Step 1: Make sure the Auto-generated Superbill is activated by navigating to Account Settings and selecting Edit under Practice Settings. Step 2: Click the Invoices tab in Practice Settings to edit the settings and permissions in the generated ...
In addition to your clients being able to enroll in text or email reminders within their client portals, you can also turn on text reminders manually for your clients within their client profiles. Step 1: Navigate to the client's Contact Info tab ...