Brooke Wade (she/her)

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Activity overview

Latest activity by Brooke Wade (she/her)
  • Brooke Wade (she/her) created an article,

    UAT Remediation Process

    This article provides a brief overview on how to interact with test scripts and navigate a testing (UAT) environment.This process is only relevant to specific organizations, if you do not have acce...

  • Brooke Wade (she/her) created an article,

    Client Portal - FAQ

    Creating an account for existing users Go to the "All Clients" or "My Clients" area and search for the relevant client you want to create an account for Click on the "View Client Account" icon  Se...

  • Brooke Wade (she/her) created an article,

    Enabling Client Portal

    Navigate to the "My Organization" area of the platform and select "Access Management" Select the "Patient" level and search for "Client Portal"  Ensure that "Client Portal" is enabled Note: If "C...

  • Brooke Wade (she/her) created an article,

    Client Portal Feature

    Table of Contents: How to Access Client Portal Appointments Page Secure Messages Profile Information How to Access Client Portal If it is your first time using the Client Portal: You will need t...

  • Brooke Wade (she/her) created an article,

    Template Manager - Provider Availability and Time Off

    To access the template manager, navigate to the "My Organization" icon on the left hand menu and then select "Template Manager". As a Provider-Admin you will have access to view, edit and delete al...

  • Brooke Wade (she/her) created an article,

    Intake Feature

    This article explains how to utilize the Intake feature on the platform. This article will cover each aspect of the Intake feature which is broken down by the following: Intake Intake Statuses...

  • Brooke Wade (she/her) created an article,

    Patient FAQs and Troubleshooting

    Welcome to our Frequently Asked Questions and Troubleshooting page!Please see below for some handy tips and answers on some of the most common support questions we receive: I'm on hold, how much ...

  • Brooke Wade (she/her) created an article,

    Billing

    Table of Contents Fee Programs Creating a Fee Program Creating a Service Code Billing Templates Locations Configuration Provider Configuration Tax Configuration Getting Started   This article ...

  • Brooke Wade (she/her) created an article,

    How to Toggle On/Off CPP Cards

    How to Toggle On/Off CPP Cards Login to the platform and navigation to "My Organization" then select "Access Management". Make sure you are selecting the correct role that you wish to update their...

  • Brooke Wade (she/her) created an article,

    How to set Chrome as Default Browser

    How to set Chrome as Default Browser Set Chrome as your default web browser Please see the instructions below for your device: Android: On your Android, open Settings . Tap Apps & notifications. A...