1. Add New Staff as a User (this is needed to log into the software)
Go to Administration
Users
Select Add
Enter all info and Save
While new user is selected, click privileges tab
Lastly, Double click the boxes for privileges the user should have
*Follow to step 2 if the user will be adding charges to patients appointments
2. Add CPT buttons if New Staff member needs to add charges to patients appointments
Back to Admin
CPT Codes
Select Copy Button Structure
Select Who HAS the buttons on the Left and who the buttons are going TO on the Right and SAVE
3. Add ICD buttons if New Staff needs them to add diagnosis codes to patient appointments
Back to Admin
ICD Codes Button
Copy Button Structure
Select Who HAS the buttons on the Left and who the buttons are going TO on the Right and SAVE
4. To copy a MACRO template from one user to another user follow these steps:
Step 1) While logged in, with a user that has the correct Soap Notes, click on the GREEN CIRCLE in the bottom left of the Macro screen
Step 2) Then select "Export Template to File" and Save the template to your desktop
Step 3) Once the template is saved, you will need to log out of that Username and log back in, under the Username that you want to upload the template to.
Step 4) Open any completed visit and again, click the GREEN CIRCLE in the bottom left of the MACRO screen (same as Step 1)
Step 5) this time, select "Import Template from File". Select the template from its saved location on your desktop and select Open.
You will need to follow these steps for all users that you would like to have that same MACRO template.
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), then click the green 'Support' box in bottom right of screen.***This has the fastest response time***
Phone: 909-378-9514
Email: support@coactionsoft.com
Business hours: Monday-Friday, 8:00am-6:00pm CST
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