Julie R.

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

  • 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,...

  • Visit Alerts

      Admin, allows you to create and house Visit Alert Tracker Templates. You do not have to create a template. You can also create Visit Trackers in the patient case directly but, we suggest you cre...

  • Price List

      The Price list is a list of ALL CPT codes used in your clinic and how much your clinic charges for those services, supplements, supplies etc.   Every CPT code must have a dollar value. You are un...

  • Google Calendar Sync

      Calendar Sync Tab Calendar Sync will let a provider sync the provider’s patient appointments with their Google Calendar.  This will allow a provider to access their patient schedule from a comput...

  • 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...

  • 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...

  • Utilizing Online Scheduling Patient View

    Online Scheduling Patient View   Scheduling a New Appointment Once your link is live, this is what the patient will see. The logo you have placed in will display along with the required fields for ...

  • Summer 2021 Update

      New or Enhanced Features New Online Scheduling and Request system.            1. Online Scheduling Set-up           2. Clinic Online Scheduling Queue           3. Online Scheduling Patient Vie...

  • Current Update being released Spring 2021

      We are so EXCITED to share the Amazing Feature Enhancements you received in this update!!!!    Funnels Your software now has the ability to have more than one subdomain housed within your databas...