Support

This page is currently under construction. Thanks for your patience!

How do I edit user permissions?

How do I edit or delete quantitative data fields?

How do I restrict users' access to patients?

How do I edit CPT and Dx codes?

What if I get logged out of my account?

What if I can't find my note, form or report?

How do I mark a goal complete?

Where can I see a patient's last DOS and next DOS?

How do I "renew my session" when working on a note, form or report?

Can I work on two things at once?

How do I know when an item is ready to be edited?

Browse by module (above) or see more here...

admin panel

Billing
Edit Cpt/Dx codes
Add claim item
Process claim items

Client List
Add new client
Edit a client
Assign primary therapist
Start a note, form or report

Create contact note
Print contact notes

Evaluations & Forms
Create a folder
Change template

Facility Files
Upload facility file

Manage Client Goals
Edit client goal
Mark goal complete

Progress Reports
Add table to report
Create a folder
Change template

Schedule
Change view
Print schedule

Snippets
Add a snippet
Insert snippet in note, form or report

Settings
Change password
Save e-signature

Todos
Mark todo complete

9/7/18, 3:15 PM CST - update ran
8/29/18, 7:40 AM CST - update ran
7/9/18, 7:45 AM CST - update ran