Support Training Hub
- Contact CoAction
- Using a Fee Schedule For Self Pay Patients
- Training Guide For New Clinics
- Training Guide for New Employees of Established Clinics
- Needing Some Additional EMR Training from Support?
- Need to reprint your Customization document?
System Requirements
- Clinic System Care & Maintenance Guide
- System Recommendations 2025
- How to make sure my Internet Network is Private
- Option to Set Up Server on Indefinite Unattended Access
- Why is information not displaying correctly within my database?
- How to Correct Resolution display issues on High Resolution Monitors or Windows Surface Pro Tablets
Support Agents
Administration
- Non Patients
- How To Allow Access/Privileges To A User
- Adding a New User and Allowing Privileges
- User Groups- Add/Edit/Delete
- Adding New Providers
- Add Billing Entity
Patient File
- Communications Tab- CoAction Communicate/Marketing Clients
- How to Print Patient Notes Within Patients File or Case
- How to delete a Patient or Duplicate Patient File(Permanent)
- How to customize your Rolodex
- How to Add, Edit or Inactivate a New Patient
- Understanding your database Patient Flow in CoAction
Billing
- Creating HCFA for Special Circumstances
- How to Add the Billing Folder Shortcut to A New Billing PC - Existing Billing Clinics ONLY
- Printing HCFA's - Lines not Aligning Properly
- Looking for a Billing Company?
- Clearinghouse - Office Ally Contact Info And Application Question - SFTP Account Setup Is Needed?
- How to add a Place of Service code on a Super Receipt
Reports
- AR Report (Accounts Receivable) - Detailed Report
- The Day Sheet Report
- Completed Action Items Report
- Patient Case Credit Report
- PDX - PDX - Report Vitalogics Clients only
- Global Tag List Report
Over the Counter (OTC)
Care Plans
- How to Create a Care Plan Template
- Care Plan- Utilizing a Care Plan Template without needing to alter data within
- Care Plan- Utilizing a Care Plan Template and Making changes to customize care plan
- How to Enter a New Care Plan to a Patient's Case w/o using a Care Plan Template
- How to Edit a Care Plan Once Applied to a Patient File
- How to Share a Care Plan w/ Other Family Members
Online Scheduling and Online File Upload
Self Check In
Reminders/Messaging
- SendGrid Users: What Are CNAME Records?
- Sendgrid Users: Patients not receiving Text Message Reminders
- Appointment Reminders Setup
- Entering Email Sending Info (CoAction/VitaLogics Basic Clients Only
- SMS Carriers (CoAction/VitaLogics Basic Only)
- Reminders for Pillow Peeps (BDM Members only)
Patient Reviews & Action Items
Campaigns
- How to Import/Export a Shared Campaign
- CoAction Controlled Text Message Sending and What that Means for You
- CoAction Controlled Email Sending and What that Means for You
- Campaigns
- How to create an Email Campaign (Full Walk-Through)
- How to Create a Text Campaign (Full Walk-through)
Marketing Funnels
- How to Share a Funnel to another account or funnel user
- Funnels Video Training Center
- Kfunnels Overview Video
- Mobile View Editing Video
- How to create Additional Funnels
- Funnel Help Site Access
Fortis CC Merchant
- Interested in Moving to Fortis as your Integrated Merchant?
- How to Process a Payment with Fortis
- How to Set up an Auto-Debit with Fortis
- How to Delete a Patients Saved CC w/Fortis
- How to take an Insurance Credit Card Payment with Fortis
- How to Process a Void/Refund with Fortis
Heartland CC Merchant
- Heartland - Transaction & Response Codes
- Heartland How to's
- Auto Payment Report For Heartland Clients
- Heartland-Your Software Is Missing Credit Card Past Payments
- How To Save New Credit Card Or Replace Expired Credit Card
- How To Remove A Patient Credit Card From Your Software Stored List
Error Library
- Error - Violation of the UNIQUE KEY constraint 'IX_UserGrid_NoDupe' Cannot duplicate key in object 'dbo.UserUISetting'. The duplicate key value is (14,37)
- Bulk Write Off Error - Attempted to Divide by Zero
- Error: Problem syncing with Google Calendar. Error Returned: Deleted row information cannot be accessed through the row. Would you like to continue and save to CoAction?
- Error:"CPT not associated with the price list"
- Error: CPT is not associated with the Fee Schedule associated with the case policy
- Error Message: Specified Network Name Is No Longer Available.....
FAQ
- How to see Cancelled, Deleted, and Rescheduled appointments within Appointment Book
- Clinic Moving Locations/Address Change
- How to Attach a Responsible Party to a Patient Statement
- What is Read-Only?
- How to Add an Additional Clinic to Existing Database
- What are SOAP Notes? What are they used for?
Announcements
- Thanksgiving Update 2023
- Introducing ChatGPT!!
- Support Closed Memorial Day
- New Years update 2023
- 3-year introductory rate for Katana clients
- Support is Closed for Independence Day!