Julie R.

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

  • PDX - PDX - Report Vitalogics Clients only

    Practice Diagnosis   Practice Diagnosis displays Vital Statistics for Running and Managing your Practice. The Practice Diagnosis report is ONLY available to Alignlife Clinics - due to their unique ...

  • 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...

  • What Are The Different Colors Displayed On Patient - Ledger - Charges Tab?

    Ledger/Charges Tab Colors When you are in the Patients Ledger - Charges tab you may see different colors display at times. This is to highlight any past due balances for different time frames. ...

  • How do I post a Care Credit Payment?

    If a patient wants to pay using Care Credit, please process the payment as follows: Step One: Make sure Care Credit is a form of payment your office accepts by going to Admin> List Manager>Credit ...

  • Need to reprint your Customization document?

    If you are needing the Customization Documents please access the attachment, download, fill out and send to support@katanahub.com

  • SOAP Notes (NOT MACROS)

    Soap Notes There are two ways to enter SOAP notes. Through traditional Soap note taking (steps are below) or Soap Note MACROS (find info on Macros here). The traditional soap note process is not ty...

  • Online Scheduling Configuration Set-Up and Link

      Online Scheduling Configuration Set-Up and Link Our online scheduling feature allows you to generate a link that is connected to your database. You can take that link and add it to your website ...

  • 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 ...

  • 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...