Julie R.
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Articles
Votes on activity by Julie R.-
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...
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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: ***This has the fastest...
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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 ...
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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,...
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How to create a billing folder shortcut
When creating Electronic Claims, a window will generate showing where claims were sent. This is the file you will upload your claims from, to the clearing house. *If this is the first time genera...
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New Years update 2023
New Year's 2023 Update Client Wide Enhancements The Daysheet Report has a NEW look and will now run for a date range!! Online Scheduling will now work with Schedule Exception Ranges. No need to ...
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3-year introductory rate for Katana clients
The 3-year introductory rate for Katana clients Support has been notified that the 3-year introductory time frame for some Katana clients comes to an end on Jan 1st, 2023. This means that the i...
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The Day Sheet Report
The Enhanced Day Sheet Report The Day Sheet displays the office flow for the specific date range selected. Charges added to a patient's account, Patient/Payer payments received, write-off totals, r...
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Communications Tab- CoAction Communicate/Marketing Clients
Communications Tab Communications Tab within a Patient file is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms ...
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Completed Action Items Report
The Action Items report is exclusive to CoAction Communicate/Marketing Clients This report will show a list of Completed Tasks logged from the Action Items Task List Manager inside the Action Ite...