Julie R.

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Recent activity by Julie R. Recent activity Votes
  • ICD Codes

      Every database is provided with a library of ICD codes. ICD 10s are currently displayed but there are ICD9s in the Library as well. Several ICD Codes can be stacked in one button. *HOWEVER if yo...

  • Adding CPT Codes

      Your database comes preloaded with the CPT codes that you provided to support during the Onboarding process (if you opted out of that service then we will place in a default CPT button structure)...

  • Care Plan (Template in Admin)

      Creating a care plan template will save you time when applying a Care Plan to a patient’s case. You can create one or as many as you like. each one can be tweaked to meet the needs of individual ...

  • Log off User

      The Log off User area of Admin, displays a list of ALL users logged into the software. If a user leaves for the day or steps away from his/her desk and forgot to log out, you can manually log the...

  • CPT Stat Report

      The CPT STAT Report will give you information on a CPT codes performance within your Database. This report will show you by CPT code: the frequency or units, total amounts, tax, total amount col...

  • Flagged Appointments Report

    Flagged Appointments   This report allows you to see flags attached to an appointment, to indicate an appointment will need to be reviewed. There are 5 flag colors. Red, yellow, green, blue and bla...

  • Metrics Report

      Metrics Report   This display is visible anytime ANYONE logs into the system. This report is also available when going to the toolbar and clicking on Metrics. This report shows you statistics bas...

  • Online Intake Forms Information, Customization, and Link

    Online Intake Forms information Our online intake form feature allows you to generate a personal link connected to your database for file uploads. Once added to your Website or Campaign, it will ...

  • Online Intake Forms- Clinic Management

    Clinic Management of Online Files Submitted   After a New or Existing Patient submits a file, the clinic will receive the file into their Online Intake Queue which can be accessed within the Softwa...

  • Online Intake Form Utilization (Patient View)

    Online Intake Forms Patient View   When a New or Existing Patient is directed to send the clinic their files, they will access the link or button you have supplied. When the screen loads, they will...