Practice Management
Adding a Client
Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...
Surveys to Review within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select Surveys to Review. Step 2: Use the filters to search for the appropriate surveys. Step 3: Select review/sign to review and sign the survey. To ...
Treatment Plan Overdue Within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...
Missing Session Notes within the To-Do List
Navigate to the To-Do List tab in the menu bar and select the Missing Session Notes tab on the left-hand side. Then, click Add Note next to the desired appointment If the session should be marked missed, select . Then, make any necessary changes to ...
Missing Dx Within the To-Do List
Navigate to To-Do. Then, select Missing Dx. Here you will have the option to add a diagnosis code or dismiss the alert. When Add Diagnosis Code is selected, another window will pop up allowing you to add the code without leaving the To-Do list. ...
Updating Client Status
Navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.
Updating Client Time Zone
Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...
Granting Additional Providers Access
To grant additional providers access to a client chart, navigate to the client’s chart ➡️ select the Professionals tab on the left ➡️check off any additional professionals' names.
Utilizing the Events tab - Adding Timeline Events, Viewing Past Events, Downloading Medical Record
Updating Client Email Addresses
If you need to update a clients e-mail address, there are two places that where that might be necesarry. OPTION 1: From the Contact Info tab (To Save Client Contact Information) Step 1: Navigate to Search Clients then input the name of the desired ...
Removing Client Portal Access
Step 1: Navigate to Search Clients then input the name of the client you want to modify Step 2: After selecting a particular client, a dialog box will appear, allowing you to navigate to the client page by clicking Go to Client Page Step 3: After ...
Bulk-Editing Client List
You can utilize our Bulk Options feature to quickly make changes to several of your clients in one place or to convert a client profile to a contact card for another client. Step 1: Navigate to the Clients tab. Step 2: Click on the Bulk Options ...
Reactivating a Client's Profile
Step 1: Navigate to the Clients list Step 2: Use the "Status" filter to filter for "Inactive Clients" Step 3: Click on the name of the inactive client and from within the Client Overview tab, change the status from "Inactive" to "Active" Step 4: ...
Creating Custom Tags to Organize Your Client List
You can now easily create custom tags within your account to organize your client list. These tags can then be used to filter clients based on their tags when searching your client list. Step 1: Within any client profile, scroll to the bottom of the ...
Create Your Own Refer-a-Friend Link!
Step 1: Navigate to your Account Settings and click on the "Referral Center" tab. Step 2: Click the + Add New Referral Link button Step 3: Create a name for your referral link (e.g., your practice name) and press Save Changes Step 4: Share your ...
Session Note Status (Written, Signed, Locked)
When viewing appointments on the calendar, the status of the session note will be indicated on the left-hand side of the session. Yellow note icon indicates that the note has been written and signed by the professional. White note icon indicates that ...
Viewing the Client List
Within the Client List, you will see five columns: Contact Intake Portal Tx Plan Payment Method For every active client, there will be icons in each of these columns indicating their status.
Uploading Items to the Shared Practice Documents
Step 1: Click on the Settings dropdown and select "Document Center" Step 2: Open the "Shared Practice Documents" drive Step 3: You can either Drag & Drop the folder(s)/file(s) into the top field -- OR -- press the click here button to browse your ...
Viewing Completed Surveys
You can view all completed surveys for an individual client at any time within their client profile --OR-- you can use the Surveys to Review tool within the To-Do List to view all recently completed surveys. Please note: these surveys will be removed ...
Exporting Account Data
Exporting ALL Clients' Demographics and Contact Information To download ALL of your clients' demographics and contact information in one CSV file, please see the following steps. STEP 1: Navigate to the Clients tab. STEP 2: Click on the export icon ...
Creating New Clients
STEP 1: Click the icon in the top right-hand corner - OR - click on the + New Client button within the Clients tab. STEP 2: Enter applicable information into the pop-up window Select the appropriate professional from the dropdown First and Last Names ...