What’s New in R648 & an Exclusive First Look at PenPal AI

Entering Attendance and Treatments

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

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’

Client Portal

• How to Use Document Exchange in the Client Portal
• How to Use Financial Features in the Client Portal
• Setting Up and Using the Client Self-Booking Portal
• How to Setup the Client Portal