Brooke Wade (she/her)

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Recent activity by Brooke Wade (she/her) Recent activity Votes
  • 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 ...

  • Billing Setup

    This article outlines how to utilize the Billing Setup feature of the platform.   Navigate to the 'Billing' icon then select 'Billing Setup'   You will see the following tabs:   Please select an ...

  • 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...

  • 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...

  • How to Clear Your Cache

    How to Clear Your Cache Please follow the steps specific to your browser:   Chrome Click the 3 dots (Mac) or exclamation point (PC) in the upper right corner of the browser. Hover over the More To...

  • Updating Your Provider Username 

    Updating Your Provider Username   As a provider, you may want to update your username if you have updated your contact email. Please see below for instructions on how to do this: Login to the plat...

  • 2022 Feature Updates and Bug Fixes

    Latest Updates Platform Release 8.8.6 – Release Notes June 23, 2021  Changes and Updates to Platform:  Patient CPP:  You can now enable or disable CPP Cards per role:  Intake  E Forms  Invoices ...

  • How to Create a Session Note Template

    How to Create a Session Note Template     1. Go to client profile    2. Click on ‘session notes’ button.    3. In the session notes section, type out the template you would like to save as a templa...

  • How to Update an Appointment Status

    This article will provide you with step by step instructions on how to update the status of an appointment. Please note there are multiple ways to do this, you can do this from the Appointment Deta...