Julie R.

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Recent activity by Julie R. Recent activity Votes
  • Training Guide for New Employees of Established Clinics

    Hello!! Welcome to your Training Guide. Below you will find a specific set of Training Videos and Articles that we have categorized to help you, as a new user, become comfortable within your softwa...

  • Patient Review Configuration Settings and Utilization

    Patient Reviews Currently in Beta Testing!! Patient Reviews is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms ...

  • Action Items

    Action Items Currently in Beta Testing!! The Action Items area is housed within the CoAction Toolbar. This area displays information that needs to be addressed by the clinic/user. There are items ...

  • New Clinic

      All clinic info should be housed here. Some clinics will have multiple clinics in this area. This is the only area to indicate a Clinic Tax percentage for products sold and the Clinic ID that is ...

  • Adding a New User and Allowing Privileges

      Anyone that will be using the software needs to have their own personal Username and Password.  This is what they will use to log into the EMR software. It is Extremely Important that a user only...

  • What is the difference between the Appointment Dashboard and the Provider Dashboard?

    Differences between the Appointment and Provider Dashboard The Appointment Dashboard is designed for the front desk to easily track the flow of patients in the office from start to finish. The goal...

  • How do I delete or Cancel Multiple Scheduled appointments at once?

    When using the Recurring Appointments feature, it can happen where too many appointments were scheduled for a patient or the patient decided to stop care with multiple scheduled appointments remain...

  • How do I print ONE or More providers schedule?

      If you have multiple providers and would like to print one provider's schedule or all, You can do this in two ways. Printing the schedule like an appointment book or creating a report.   Like an ...

  • Why is my AR Report showing a Patient balance but, not in their ledger?

    Balance Displayed in AR report, but NOT in the patient's ledger   The main reason the AR report will not match the patient's ledger is that write-offs were performed "AFTER" the last completed appo...

  • How to Create and Use Document Templates

    How to Create and Use Document Templates   The documentation template feature is where a clinic can create professional letters, referrals, and SOAP note templates. This article will show the steps...