Julie R.

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Activity overview

Latest activity by Julie R.
  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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 ...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    How to Add a New CPT Code to Your Existing Fee Schedule

    Adding a New CPT code to an Existing Fee Schedule   This article will walk you through the process of adding a New CPT code you are using to an Existing Fee Schedule attached to a patient insurance...

  • Julie R. created an article,

    How to delete a Patient

    To Delete a Patient from your Database This option is only available to Clinics that have received the New Years Update 2022 First, you will go to your Patient Rolodex Second, you will select the ...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...