Using Integrated Reports to Track Your Clinic’s and Your Patients’ Success

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)

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’?