Appointments
- 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
Virtual Care
- 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
Account Management
- 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
Client Management
- 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
Online Booking
Organization Management
- 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
Notifications
- How to Delete an Unused Notification
- How to Enable/Disable a Notification
- Troubleshooting Notification Delivery Issues
- Notification Types
- How to Edit a Notification
- How to Add Room Information to Notifications
Secure Messaging
Session Notes
Questionnaires
- 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
Intakes
Billing
- 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
Healthcare Service Based Billing
Service Code Based Billing
- 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