FAQ and Quick Tips

Bell Icon Notification Enhancement
Here's a VIDEO that may help you - Bell Icon Notification Enhancement
Mon, Jun 12, 2023 at 1:11 PM
Break time set by Pay type - This feature allows users to set the break time as per the Pay Type which indicates if a Pay Type is Salaried Hourly with no Break Time, the timesheet will not display Drive Time and vice versa.
Here's a VIDEO that may help you - Break time set by Pay type
Tue, Oct 19, 2021 at 2:44 PM
Bulk Update Non-Billable Group Session
Here's a VIDEO that may help you - Bulk Update Non-Billable Group Session
Fri, Jan 13, 2023 at 12:15 PM
Bypass Do Not Allow to Render Session without Soap Note
Here's a VIDEO that may help you - Bypass Do Not Allow to Render Session without Soap Note
Thu, Mar 23, 2023 at 1:45 PM
Change Status On Deposits
Here's a VIDEO that may help you  - Change Status on Deposits
Wed, Jan 4, 2023 at 12:30 PM
Changing the supervisor name in billing will also reflect in the list view
Here's a VIDEO that may help you - Changing the supervisor name in billing will also reflect in the list view
Thu, Sep 29, 2022 at 1:54 PM
Client Clinical Profile tab in appt details from list view
Client Clinical Profile tab in appt details from list view
Wed, Nov 9, 2022 at 9:44 AM
Client Communication New Controls
Here is a video that may help - Client Communication New Controls
Mon, Apr 29, 2024 at 1:27 PM
Client Home (12) Location in Soap Note
Here's a VIDEO that may help you -  Client Home (12) Location in Soap Note
Tue, Feb 21, 2023 at 4:10 PM
Client Home (12) Location in Soap Note
For a quick glance here is a video - Client Home (12) Location in Soap Note  A new system property is added to the soap notes that will show if the Home...
Wed, Mar 29, 2023 at 9:04 AM