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  1. CoAction Software, Inc.
  2. FAQ

FAQ

Find answers to the most asked questions

  • 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
  • How to Move an Appointment to the Correct Patient/Case/Scheduled Provider
  • What Are The Different Colors Displayed On Patient - Ledger - Charges Tab?
  • What are the different Provider types within your software?
  • Provider Signature
  • Google Calendar Sync
  • How to set up Panels within your Patient Treatment Screen
  • Patient Data Input Manual w/ Checklist
  • Scheduling A Patient Appointment
  • Appointment Dashboard
  • The Provider Dashboard
  • To Copy A MACRO Template From One User To Another
  • How To Change A Providers Weekly Schedule & Add, Edit or Delete Schedule Exceptions
  • How To Opt Out Of Text/Email Campaigns
  • How To Copy CPT Button Structure To Another User
  • How To Customize SOAP Note MACROS
  • Adding An Insurance Policy With Secondary Insurance
  • How To ADD A New CPT Code To Your Existing Price List
  • How To Unlock A Patient Appointment
  • Patient SOAP Notes Did Not Copy Over To Next Appointment
  • How to Update your Price List
  • How To Update Your Fee Schedule
  • How To Utilize Gift Cards/Certificates/Coupons Within Your Database
  • Planning To Get A New Server Or Client PC For Your Office?
  • Windows Tablet, IPad, Or Android?
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