Getting Started
In-depth guides to help you get set up and seeing clients!
- Heidi Best Practices
- How to Create Superbills
- "Appointment Start" Booking Settings Explained
- How to Create Consent Forms
- Utilize PracticeQ for Ketamine Administration
- Record Allergies via Questionnaire & Session Note
- ePrescribe: Benefits and Pricing
- Billing Information Settings
- Use Product Packages
- Office Ally - Set Up Integration
- Use the Patient Diagnosis Feature
- Set Up Online Booking and Payment
- Enter a Treatment Note
- Native PDF Consent Forms
- Add a Custom Header to Your Questionnaires
- Set Up the Journals Feature
- TriZetto - Set Up Integration
- Secure Client Portal Features
- Manually Add Insurance Payments
- Creating a Claim (CMS 1500 Form)