FAQ
Find answers to the most asked questions
- How to Add an Additional Clinic to Existing Database
- What are SOAP Notes? What are they used for?
- 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