Client Setup
- Client Electronic Health Record (EHR) - Overview
- Prospective Clients
- Add a New Client
- Add or Edit Client Details
- Set Client Preferred Name
- Generate or Edit Client ID Number
Manage Client
Manage Client Groups
- Create a Group
- Add & Edit Group Members
- Add a Group Case
- Schedule Group Appointments
- Apply Progress Note to Entire Group
- Add Group Attendance Notes, Group Progress Notes & Wiley Progress Group Notes
Contact Network
- Client Contact Network Overview
- Working with a Client Contact Network
- Enable Client Contact Network
- Add Contact to a Client's Contact Network
- Edit or Delete Client Contact
- Allow a Contact Access to the Client Portal
Manage Client Billing & Insurance Information
- Add Insurance to Client Profile
- Set Default Rendering Provider for Client
- Add a Client Billing Note
- Edit Insurance Type for Active Insurance Plans
- Set a Reauthorization Reminder
- Insurance Information Verified By is Wrong