Julie R.

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Activity overview

Latest activity by Julie R.
  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    How to delete a Patient

    To Delete a Patient from your Database This option is only available to Clinics that have received the New Years Update 2022 First, you will go to your Patient Rolodex Second, you will select the ...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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...

  • Julie R. created an article,

    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 ...