Working with your clients

Calendar and Scheduling

• ★ Managing your Availability
• Navigating your calendar
• Setting up your practice's cancellation policy
• Adding and managing appointments
• Creating group and family appointments
• How to change an appointment status

Clients

• Adding a new client and navigating your Clients & Contacts list
• Editing a client's information
• Managing your client profiles through Enhanced Client Management
• Enhanced Client Management for Minors
• Enhanced Client Management for Couples
• Setting up insurance billing for your clients

Telehealth

• Telehealth FAQs
• Troubleshooting Telehealth appointment issues

Client Portal

• What is the Client Portal?
• Setting up the Client Portal
• Assisting clients with Instant Sign In for the Client Portal
• How to individually update and troubleshoot the Client Portal for a client

Appointment Reminders

• ★ How to set up appointment and time of scheduling reminders
• Making sense of client reminder statuses

Documentation and Paperless Intakes

Self-Pay Billing

Insurance Billing

Guides for Clients

• ★ Getting started guides for your clients
• Getting started guides for clients: How to log in to the Client Portal
• Telehealth FAQs for clients
• Getting started guides for clients: How to request appointments
• Getting started guides for clients: How to confirm and cancel appointments
• Getting started guides for clients: How to use Secure Messaging