Julie R.

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Recent activity by Julie R. Recent activity Votes
  • Why is my AR Report showing a Patient balance but, not in their ledger?

    Balance Displayed in AR report, but NOT in the patient's ledger   The main reason the AR report will not match the patient's ledger is that write-offs were performed "AFTER" the last completed appo...

  • How to Create and Use Document Templates

    How to Create and Use Document Templates   The documentation template feature is where a clinic can create professional letters, referrals, and SOAP note templates. This article will show the steps...

  • Support is Closed for Independence Day!

        Support will be closed Monday, July 4th, 2022 Please contact support by the E.O.B on Friday, July 1st, 2022 if you have an urgent issue that needs to be addressed. Support will resume normal b...

  • Entering Email Sending Info (CoAction/VitaLogics Basic Clients Only

    Email Settings If you would like to utilize the Appointment Reminder Feature, you must tell your software what third party the reminders are going to be sent through. You can choose: SendGrid -Has...

  • CoAction Basic Clients will no longer be able to use Gmail as of 5-30-22 for Appointment Reminders

    Urgent Message Regarding CoAction Basic Appointment Reminders   Due to a recent Google platform change, CoAction Basic clients will only be able to use Gmail as their 3rd party sending option, for ...

  • How to Create a Text Campaign (Full Walk-through)

    Creating Text Campaigns Before we get started, there are some things to note: Texts have a max 160 character limit. Anything more than that will be sent as additional messages hitting the patient/...

  • New CoAction Company Communication Tool

      New CoAction Company Communication Tool is Here!!!   CoAction periodically sends out information to clinics in the form of calls, emails, and/or social media posts. We like to let clients know wh...

  • PDX - PDX - Report Vitalogics Clients only

    Practice Diagnosis   Practice Diagnosis displays Vital Statistics for Running and Managing your Practice. The Practice Diagnosis report is ONLY available to Alignlife Clinics - due to their unique ...

  • How Do I Re-Order an Insurance Policy in a Patients file?

      Suppose you run into a scenario where you have entered a patient's insurance payers in the wrong order (IE: Primary is actually the secondary and visa versa). In that case, you can easily re-orde...

  • What Are The Different Colors Displayed On Patient - Ledger - Charges Tab?

    Ledger/Charges Tab Colors When you are in the Patients Ledger - Charges tab you may see different colors display at times. This is to highlight any past due balances for different time frames. ...