Julie R.

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Recent activity by Julie R. Recent activity Votes
  • How do I post a Care Credit Payment?

    If a patient wants to pay using Care Credit, please process the payment as follows: Step One: Make sure Care Credit is a form of payment your office accepts by going to Admin> List Manager>Credit ...

  • Need to reprint your Customization document?

    If you are needing the Customization Documents please access the attachment, download, fill out and send to support@katanahub.com


    Soap Notes There are two ways to enter SOAP notes. Through traditional Soap note taking (steps are below) or Soap Note MACROS (find info on Macros here). The traditional soap note process is not ty...

  • Online Scheduling Configuration Set-Up and Link

      Online Scheduling Configuration Set-Up and Link Our online scheduling feature allows you to generate a link that is connected to your database. You can take that link and add it to your website ...

  • Resource Booking

      Resource booking will allow you to create a template for your provider, indicating that only a certain number of ROV's can be placed into a time slot and the ability to color code the background ...

  • How to Export Patient Demographics/.CSV File

    There are 2 ways to export patient demographics to a .CSV File   First Option: Via Rolodex (Preferred Method) This option will generate a report with the following data: Internal ID, Last Name, Fir...

  • 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?

    This error is an error from Google calendar indicating that the link to an appointment google once saw, has been broken.     This error will generate if: The provider in the clinic has google cal...

  • Stat Sheet Report

      Stat Sheet Report You can find this report in: Reports, Stat Sheet This report generates data based on the Assigned provider. If your clinic is not Assigning a provider within the patient's file,...

  • Visit Alerts

      Admin, allows you to create and house Visit Alert Tracker Templates. You do not have to create a template. You can also create Visit Trackers in the patient case directly but, we suggest you cre...

  • Price List

      The Price list is a list of ALL CPT codes used in your clinic and how much your clinic charges for those services, supplements, supplies etc.   Every CPT code must have a dollar value. You are un...