General
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
Exporting All Clinical Data and Notes
Step 1: Navigate to Search Clients then input the name of the desired client Step 2: A dialog box will appear allowing you to access the client page by clicking Go to Client Page Step 3: Click on the Events tab on the left-hand side then click Step ...
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 ...
Creating Client or Staff Groups
STEP 1: Navigate to the GROUPS tab within the Account Settings section. STEP 2: Click on the +Add New Group button. STEP 3: Complete the fields within theName & Description tab. Select Client or Staff Group Client groups = groups consisting of ...
Cancelling Subscription
We're sorry to see you go! If you have client data that you need to export from the system, please do so before cancelling your account. To do so, please see the how-to guide here: Exporting Account Data STEP 1: Navigate to your Account Settings from ...
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.
Clearing Browser Cache (Mobile & Desktop Browsers)
MOBILE BROWSERS ANDROID The steps to clear your cache, cookies, and history may differ depending on the model of your Android device and your preferred browser, but you should be able to clear your cache and data from your application management ...
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 ...
Turning on Appointment Text or Email Reminders
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 ...
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 ...
Sending Surveys/Packets to Clients
In order to send surveys/packets, you'll first want to create them by following the instructions here: Designing Custom Surveys/Packets You can also send any of our free Global Surveys. Navigate to the “Surveys” tab within the desired client’s ...
Granting Client Portal Access
Navigate to the Client Portal tab on the left-hand side. Click the +Add New User button Enter the new user's information If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the ...
Updated To-Do List Items
The To-Do list has moved from within the Settings dropdown into the main navigation bar. We've also added several new features to the to-do list including Surveys to Review, Supervisee Review, and Missing Dx Codes. Surveys to Review Surveys that are ...
Updated Shared Document Center
The Shared Document Center within your account has been completely revamped to include the ability to have a personal drive separate from your practice to store clinician-specific documents and to create folders to better organize your documents. You ...
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 ...