Getting Started
In-depth guides to help get you started using various system features.
- Creating a Claim (CMS 1500 Form)
- How to Create Consent Forms
- How to Create Intake Questionnaires and/or Treatment Notes
- How to Create Superbills
- How to Setup Online Booking and Payment
- How to Use the Journals Feature
- Introduction to Invoicing
- Native PDF Consent Forms
- Office Ally Integration (Electronic Claims)
- Secure Client Portal Features
- Treatment Notes and Patient Timeline
- Using the Patient Diagnosis Feature
- Zoom Integration (Telehealth)