FAQ and Quick Tips

Grand Total added to Manage Invoices for Parent Portal
Here's a VIDEO that may help you - Grand Total added to Manage Invoices for Parent Portal
Thu, Dec 15, 2022 at 1:38 PM
Group Sequence : We have added a sequencing option for properties in a group as well, named "Set groups Sequence".
Here's a VIDEO that may help you - Group Sequence : We have added a sequencing option for properties in a group as well, named "Set groups Sequence...
Wed, Jan 19, 2022 at 7:54 AM
Home Address In Client Detail Bar
Here's a VIDEO that may help you - Home Address In Client Detail Bar
Wed, Jun 14, 2023 at 10:15 AM
How to access dashboard in Admin
Here's a VIDEO that may help you - How to access dashboard in Admin
Thu, Jul 29, 2021 at 5:39 PM
How to add an appointment
Here's a VIDEO that may help you - How to add an appointment
Mon, Aug 9, 2021 at 11:06 AM
How to add an Auth and Service Type
Here's a VIDEO that may help you - How to add an Auth and Service Type
Tue, Jan 10, 2023 at 8:23 AM
How to add an employee to a client treatment team
Here's a VIDEO that may help you- How to add an Employee to a client treatment team 
Wed, Sep 22, 2021 at 8:19 AM
How to add attachments while sending emails to clients and providers
Here's a VIDEO that may help you - How to add attachments while sending emails to clients and providers
Fri, Sep 9, 2022 at 9:03 AM
How to add bulk provider notes in list view
Here's a VIDEO that may help you - How to add bulk provider notes in list view
Thu, Sep 29, 2022 at 2:46 PM
How to Add drive time
Here's a VIDEO that may help you - how to add drive time
Tue, Jan 11, 2022 at 8:44 AM