Dashboard 14

• Dashboard Overview
• Graphs
• Today’s Task
• Patient Reports
• Staffs Reports

View all 14

Appointment Module 30

• Appointment Tab Overview
• Appointment List View
• Appointment Calendar View
• Appointment New Calendar View
• Appointment Timeline View

View all 30

Authorizations Module 12

• Authorization Module Overview
• How To Create A New Authorization?
• How To Create a Group Authorization?
• How To Add Authorization Service?
• How To Delete An Authorization?

View all 12

Patient Module 18

• Patient Tab Overview
• Create/Manage Patient Profile
• Patient Navigation
• Documentation
• Goals & Intervention

View all 18

Staff Module 19

• Staff Tab Overview
• Adding New Staff
• Staff Contact Details
• Staff Credentials
• Department Supervisor(S)

View all 19

Billing Module 41

• Billing Tab Overview
• Primary Billing Manager - Process Billing
• Primary Billing Manager - Manage Billing
• How to Manage Secondary Claim(s)?
• Patient Statement

View all 41

Payment Module 10

• Payment Tab Overview
• E-Remittance
• How to Add Deposit?
• How To View Deposit Details?
• Cash Posting

View all 10

Payroll Module 15

• Payroll Tab Overview
• Payroll Processing Tab
• Payroll Submission Tab
• Processed Payroll Tab
• Timesheet(s)

View all 15

Reports Module 17

• Report Tab Overview
• Max Total Auth Utilization Report
• AR Ledger with Balance Report
• Appointment vs Ledger Report
• Service Wise Payroll Report

View all 17

Menu Permission 4

• Menu Permission Module
• How To Create/Manage User Groups In Menu Permissions?
• How To Manage Group Permissions In Menu Permissions?
• How to grant a provider patient portal access?

Settings 46

• Facility Setup Overview
• Facility Setup - Name & Location
• Facility Setup - Holidays Setup
• Facility - Payroll Setup
• Facility Setup - Logo

View all 46

Provider/Staff Portal 14

• Provider Dashboard Overview
• Adding A New Patient Profile in Provider Portal
• Managing Patient Info in Provider Portal
• Adding An Appointment in Provider Portal
• Manage Appointments - My Schedule

View all 14

Patient Portal 8

• Accessing Client Portal
• Patient Portal - Patient Info
• Patient Portal - Access & Manage Schedule
• Patient Portal - Sibling Profile
• Patient Portal - Access Telehealth

View all 8

Service Payment 7

• Add Patient Payment Information - Admin Portal
• Payment Processing - Admin Portal
• Service Payment Completion - Admin Portal
• View Patient Payment History - Admin Portal
• Charge Patient

View all 7