Software Navigation

Settings

• Linking Therapy Sites to a website
• Turn on Email Notifications
• Adding or Changing a Profile Picture
• Add an Emergency Contact
• Edit and Add Profile Information
• Creating Service Types

Resources

• Making a Referral

Journaling

• How do I send a journal entry
• Creating a journal entry

Payment Method

• Saving Whiteboard Work
• Whiteboard Tools
• Whiteboard

Transfers

• How to Update a Consumer’s Payment Method
• Handling Declined Charges
• Delayed Transfers

Session Billing

• Removing Sessions from Ubilled Sessions
• View Billing History
• Refund as an Admin:
• Issue a Refund
• Canceling A Billing Transaction
• Billing for a Session

Super Bill

• To generate a super bill
• Turn on super bill
• Super Bill Setup

Billing & Payments

• Adding or Updating Bank Account Information
• Changing Billing for Individual Clients
• Manage Your Billing Preferences

Provider Plans & Subscriptions

• Cancellation Policy
• How to cancel your subscription

eSign & Custom Form Templates

• Your Plan
• How to mark documents as required for intake
• Uploading new forms for E-signature or Notes
• Assigning E-Sign forms to providers, clients or locations?
• Completing a Form as a Client
• Loading a Template for Note Taking

See all 8 articles

Document Storage & Sharing

• The Difference Between a PDF Form/Template and a Document
• Sending a Document
• Loading a Document to a Client File

Instant Chat

• Sending Links via Instant Chat
• To begin an instant chat session
• Scheduling a Chat Session

Provider Scheduling

• Note Taking
• How do I add & remove locations?
• Scheduling a video session for a provider and client
• Viewing a specific provider's calendar
• Connecting a client to a provider
• Creating a Provider or Client

See all 12 articles

Secure Messaging

• Managing Your Provider Schedule
• Message History Tab
• Composing a Message

Managing Clients

• Broken Link?
• Client Registration Process
• Your client hasn’t accepted your invitation? Resend Client Invitation:
• Remove a Client from the Client List
• Adding a Client

Video/Audio Troubleshooting

• What happens if a session is terminated due to a technical failure?
• Video and Audio Troubleshooting

Video Conferencing

• iOS APP - Therapy Sites on an iPhone or iPad
• How to set a session's status
• Chrome Screenshare Tool
• Using A Meeting ID
• Instant Invite Link
• Meet Now from a Client File:

See all 8 articles