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  1. CoAction Software, Inc.
  2. FAQ

FAQ

Find answers to the most asked questions

  • How to create a billing folder shortcut
  • How to generate an Email containing an Attachment?
  • Unlocking or Locking SOAP Notes
  • How Do I Re-Order an Insurance Policy in a Patients file?
  • How to Export Patient Demographics/.CSV File
  • Why Are My New/Existing ROVs Are Not Showing When Scheduling?
  • How to Add a New CPT Code to Your Existing Fee Schedule
  • Why is my AR Report showing a Patient balance but, not in their ledger?
  • How do I reset a User's Password?
  • How do I print ONE or More providers schedule?
  • How do I post a Care Credit Payment?
  • How do I delete or Cancel Multiple Scheduled appointments at once?
  • What is the difference between the Appointment Dashboard and the Provider Dashboard?
  • Why are my CoAction Appointments Not Syncing To My Google Calendar On My Phone/Tablet
  • Remoting into a PC in your Clinic from a Different Location or Unsupported Device(Ipad, Chromebook, etc)
  • What platforms does CoAction offer?
  • Why am I missing the + Sign in my ledger?
  • How to Utilize Tags
  • How to Issue a Refund by Check
  • New Company
  • Record and Publish
  • How To Copy A Macro Button From One Template To Another Template
  • How to Edit(Add, Edit or Delete) a SOAP Note Macro Category
  • Why Are My Patient Notes Not Displaying When Trying To Create A Document?
  • How to make Changes in Appointment Book:Time Intervals, Time In between Appointments & Add/Delete and Edit Providers Order
  • Adding A Modifier To A Charge
  • How to use Titronics with CoAction
  • Sharing a Macro Template with another clinic Provider
  • How to Delete a Completed Appointment
  • How to Copy ICD Button Structure
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