Provider/Admin
Resources for providers using the Adracare platform. Includes organization setup, account, client and appointment management
Appointments
Learn how to schedule, reschedule and cancel appointments, along with other appointment management steps
- How to Reschedule an Appointment
- How to Update the Primary Provider for an Appointment
- How to Create an Appointment
- How to Update an Appointment
- How to Update an Appointment Status
- How to Schedule a Recurring Appointment
- How to Cancel an Appointment
- How to Resend an Appointment Invitation
- How to Disable Appointment File Uploads
- Multiple participants
- How to Remove a Participant via "Manage Participants" from the Appointment Details Page
Virtual Care
Learn how to manage a virtual session, including breakout rooms and whiteboards
- Legacy Video Experience: How to Start a Virtual Appointment
- How to Start a Virtual Appointment
- How to Disable the Pre-Call Test
- Whiteboard (Provider)
- Breakout Rooms (Provider)
- Virtual Session Management
- Legacy Video Experience - Completing Your Virtual Session
- Legacy Video Experience: How to Add a Guest During a Video Session
- Legacy Video Experience: Sharing Documents During a Video Session
- Video Conferencing Compatibility Check
Account Management
Manage your account details, change passwords, set preferences, and adjust user roles and permissions
- How to Add a Signature to your Profile
- How to Update Your Contact Email as a Provider
- How to Update a Provider's Username
- Why did I Receive an Account Expiry Email?
- Claiming Your Provider Account
- Updating a User's Role Type
- Updating a Provider's Profile
- Understanding Access Roles
- Updating your Profile
- How to Reset your Password
- Accessing your Account Settings
- Updating your Timezone
- Updating Your Provider Username
- How to Resend an Account Activation Email
Client Management
Add, manage, and update client profiles, documents and what is displayed on their profile
- How to Download Documents Uploaded to a Client's Profile
- How to View Documents Uploaded to a Client's Profile
- How to Create a New Client
- Updating a Client's Timezone
- Patient Merge
- How to Assign a Client to a Provider
- How to Toggle On/Off CPP Cards
- How to Upload or Remove a Document to the Client's Profile
- Client Administration
Online Booking
Enable and manage self-booking features for clients through your online booking page.
Organization Management
Learn how to update your organizations look, create and configure locations as well as manage your subscription
- Deleting an External Provider
- Editing an External Provider
- Adding an External Provider for Faxing
- Configuring Room Fee Exceptions
- How to Add a Room Fee
- Customizing your Organizations Appearance
- How to Set your Organization's Calendar Time
- Assigning A Provider to A Location
- How to Create a Location
- How to Edit a Location
- Configuring a Room at a Physical Location
- How to Create a Healthcare Service
- How to Edit a Healthcare Service
- How to Delete a Healthcare Service
- How to Create a New Provider
- Adding Removing a Provider to a Support Staff User's List
- Generating Reports
- How to Change your Plan
- How to Update your Billing Information
- How to Cancel your Subscription
- How to Setup Fax
Notifications
Learn more about creating, editing or remove email, voice and SMS notifications for appointments, messages and invoices
Secure Messaging
Send and receive private, encrypted messages with clients
Session Notes
Document and manage session notes securely, including creating base templates
Questionnaires
Create and distribute digital questionnaires and assessments for clients.
- How to View a Questionnaires Response
- How to Update an Existing Questionnaire Template
- How to Send a Questionnaire to a Client
- How to Link a Questionnaire to a Healthcare Service
- How to Complete a Questionnaire as a Provider
- Importing Questionnaire Responses to a Session Note
- How to Create a Questionnaire
Intakes
Learn more about how to configure and use the intake feature
Billing
Learn more about general billing configurations such as invoice management, tax settings, third-party payers, and Stripe setup
- How to Update Your Own Billing Profile
- How to Include your Billing Address on an Invoice
- How to Create a Draft Invoice
- How to Void and Reissue Sent Invoices
- Billing - Third Party Payers
- How to View and Save an Invoice or Receipt
- How to Update an Invoice Status
- Billing
- How to Setup Taxes for Billing
- How to Setup a Providers Billing Profile
- Adding a Location Billing Configuration
- How to Setup Stripe
Healthcare Service Based Billing
Configure billing based on healthcare services
Service Code Based Billing
Set up billing using service codes and billing templates to streamline billing for larger organizations
- How to Setup a Provider Compensation Split
- How to Set a Client's Default Fee Program
- How to Edit a Fee Program
- How to Edit a Billing Template
- How to Create a Sliding Scale Fee Structure
- How to Create a Service Code
- Service Code Based Billing: How to Create a Receipt
- Service Fee Based Billing: How to Create an Invoice
- How to Create a Billing Template
- How to Create a Fee Program
- Service Code Based Billing Overview
Client Portal
Learn more about the client portal and how to enable it for your clients
Bulk Upload
Upload multiple client records, providers, or appointment data efficiently using the bulk upload feature