How to Setup the Client Portal

Billing and Claims Processing

• How to Include Assistant Therapists (i.e. PTAs) on Invoices
• How to transfer ‘Charges’ and ‘Documents’ between ‘Incidents’
• How to transfer ‘Charges’ between ‘Incidents’
• The Importance of Billing and Claims Processing

Entering Attendance and Treatments

• How to enter Treatment Service Charges
• How to enter Treatment Service Charges
• How ‘Visit Counts’ work
• What is ‘Client Attendance’?

Documentation

• How to Enable Document Locking for Customized Documents
• How to create custom ‘Clinical Documents’ in Practice Perfect (Part 2)
• How to create custom ‘Clinical Documents’ in Practice Perfect (Part 1)
• How to download and install integrated forms