Julie R.

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Recent activity by Julie R. Recent activity Votes
  • Google Calendar Sync

      Calendar Sync Tab Calendar Sync will let a provider sync the provider’s patient appointments with their Google Calendar.  This will allow a provider to access their patient schedule from a comput...

  • New Years Update 2022!

      Confirmed Enhancements: Database- Increased Time out Period for Communications. New Rolodex- New look and Ability to completely customize your Rolodex view.                     To learn more a...

  • How to contact Support

      CoAction Support is Here for YOU!!!   Support Hours are M-F 8am to 6pm CST Chat and Articles are found by going to katanahub.zendesk.com Live Chat available 8am-6pm CST Email us at any time: sup...

  • Utilizing Online Scheduling Patient View

    Online Scheduling Patient View   Scheduling a New Appointment Once your link is live, this is what the patient will see. The logo you have placed in will display along with the required fields for ...

  • Summer 2021 Update

      New or Enhanced Features New Online Scheduling and Request system.            1. Online Scheduling Set-up           2. Clinic Online Scheduling Queue           3. Online Scheduling Patient Vie...

  • Current Update being released Spring 2021

      We are so EXCITED to share the Amazing Feature Enhancements you received in this update!!!!    Funnels Your software now has the ability to have more than one subdomain housed within your databas...

  • Using a Fee Schedule For Self Pay Patients

      Using a Fee Schedule to discount Services/Supplements for patients WITHOUT Insurance   The steps provided within this article can be followed if you have a cash clinic/practice and want to b...

  • Training Guide For New Clinics

    Welcome to your Training Guide!! Your training guide has been broken down into Five Phases. We recommend that you complete one phase before moving on to the next.  Below you will find a specific se...

  • Needing Some Additional EMR Training from Support?

    Please click HERE to schedule some training time with a support representative. This can be one on one or staff training. When scheduling, indicate in the note section what you would like training ...

  • How to customize your Rolodex

    Patient Rolodex   The New Rolodex Layout allows for the ability to completely customize your Rolodex view.           If you Right-Click a Column Header, You Can Select the following options: Unpi...