How to Use Financial Features in the Client Portal...

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How to Use Financial Features in the Client Portal

For assistance with any portion of the setup, please contact us here: [email protected]

Next in: Client Portal

How to Setup Providers for the Client Portal

How to Setup Fee Codes for the Client Portal

How to Setup Patients for the Client Portal

Processing Self-Entered Clients and Web Appointments

Related topics

Payors

Setting Payor Preferences (Part 1)

Changing, Removing and Retrieving existing 'Payors' and 'Adjusters'

Continued Education - US

Continued Education with Heather - Setup Tutorial (American Edition)

Continued Education with Heather - EMR and Clinical Documentation (American Edition)

Continued Education with Heather - Billing (American Edition)

Continued Education with Heather - Front Desk Tutorial (American Edition)

Billing and Claims Processing

The Importance of Billing and Claims Processing

How to transfer 'Charges' between 'Incidents'

How to transfer 'Charges' and 'Documents' between 'Incidents'

How to Include Assistant Therapists (i.e. PTAs) on Invoices

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