How to Setup Fee Codes for the Client Portal

Billing and Claims Processing

• How to Setup Insurance Verification and Eligibility by One Body
• How to Setup Insurance Verification and Eligibility by One Body
• How to Include Assistant Therapists (i.e. PTAs) on Invoices
• How to transfer ‘Charges’ and ‘Documents’ between ‘Incidents’

Installation & Upgrades

• How to setup Two Factor Authentication (2FA)
• How to Export Data from Practice Perfect
• How to upgrade a ‘Server’
• How to setup a static IP address

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