How to Use PenPal AI

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

Clients

• What is a ‘Client’?
• How to ‘Discharge’ a patient
• How to export a full list of your clients
• How to recover ‘Deleted Items’

Continued Education - CA

• Continued Education with Heather – Intro to Canadian Billing
• Continued Education with Heather and Carrie – Ontario Billing
• Continued Education with Heather and Matt – Enhancing Your Clinic’s Communication | CA
• Continued Education with Heather – Setup Tutorial (Canadian Edition)