Skip to main content
CoAction Software, Inc. Help Center home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. CoAction Software, Inc.
  2. Administration

Administration

This section will provide insight on all areas of Admin within your database Toolbar

  • Non Patients
  • How To Allow Access/Privileges To A User
  • Adding a New User and Allowing Privileges
  • User Groups- Add/Edit/Delete
  • Adding New Providers
  • Add Billing Entity
  • New Clinic
  • Reason Of Visit (ROV)
  • List Manager
  • ICD Codes
  • Adding CPT Codes
  • Price List
  • Fee Schedules
  • Add Payers
  • Referral Source
  • SOAP Notes (NOT MACROS)
  • Care Plan (Template in Admin)
  • Visit Alerts
  • How to Create and Use Document Templates
  • Add Referring Providers
  • Add Attorney's
  • Add Modifiers To List
  • Locks
  • Log off User
  • Facility
  • Place of Service
  • Resource Booking
  • Adding A New Staff Member/Employee
CoAction Software, Inc.
Powered by Zendesk