Julie R.

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  • Scheduling an Appointment: A warning pops up saying "invalid credentials": Appointment schedules but, pop up continues

      Is your software linked to your Google calendar?   IF YES the error means the customer changed their google password but did not change it in the software If YES – go to Admin > Providers > sele...

  • Error stating "Out of Memory"

    When performing functions within the software, you may see an "Out of Memory" error in the form of an unhandled exception or Red pop up across the top of the screen. This error is displaying becaus...

  • How to Add a New CPT Code to Your Existing Fee Schedule

    Adding a New CPT code to an Existing Fee Schedule   This article will walk you through the process of adding a New CPT code you are using to an Existing Fee Schedule attached to a patient insurance...

  • What are the different Provider types within your software?

    PROVIDERS There are several different providers in your software.  It is important to understand the role of each of these providers and how they affect each report so that you can properly set up ...

  • How to set up your Patient Treatment Screen

     How to set up your Patient Treatment Screen Within the patients appointment/treatment screen, each user can customize their setup to exactly the way they want it without affecting any other user ...

  • Provider Signature

    Provider Signature   CoAction allows you to capture a digital signature for a provider that can then be used in a Document Template to be printed on your SOAP note report.   Under Admin   Provide...

  • How to create an Email Campaign (Full Walk-Through)

    Creating Email Campaigns To Access your campaign interface, you will go to Admin ​→​ Campaigns     This is an image of the screen display you will be looking at before you get started.   Step 1: ...

  • Campaigns

    Campaigns Here, you can create Standalone and Triggered campaigns, Bulk Emails, and/or Texts you would like to send to your Leads/Patients within your Database. You are able to specify which filte...

  • Patient Data Input Manual w/ Checklist

    Patient Data Input Manual   Table of Contents Step 1– Upload Patient Demographics Step 2 – Using the the Checklist Step 3 – Edit Patients’ Files Step 4 – Create Case Step 5 – Add Patients’ Insuran...

  • Appointment Dashboard

      Appointment Dashboard The Appointment Dashboard is designed for the front desk to easily track the flow of patients in the office. The flow is designed to move the patients from being scheduled...