Julie R.

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Articles

Votes on activity by Julie R. Recent activity Votes
  • 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...

  • 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...

  • 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 ...

  • 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,...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • 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...