Community

If we set a client to "inactive," how do we then access their account if necessary down the road? Answered

• Tony Rooney
• December 16, 2020 15:00

0 votes 6 comments

Website option for Group Practice. Answered

• Arless Rich Lewis
• January 22, 2021 15:15

1 vote 3 comments

How do I fix this error message so that I can share my screen. I am on a mac. Answered

• Veronica L. Becerra
• May 18, 2022 19:05

0 votes 1 comment

Payment for child under mom's account. Answered

• Sara Rivera
• May 18, 2022 15:16

0 votes 1 comment

unable to switch availability back to accepting clients in monarch Answered

• Benedict Choi
• May 18, 2022 05:00

0 votes 1 comment

Using Booking Widget for Existing Clients Only Answered

• Cynthia B. Nava
• May 17, 2022 17:03

0 votes 1 comment

I need a submitter ID Answered

• Merna Zora
• May 17, 2022 16:10

0 votes 1 comment

Client not receiving reminders since she paid her bill Answered

• Regina Lawton
• May 17, 2022 15:05

0 votes 1 comment

Same message Answered

• Elizabeth E. Fisher
• May 16, 2022 21:09

0 votes 1 comment

I can't delete a cash payment and can't make a credit card one to replace it Answered

• Jessica Warner
• May 16, 2022 20:20

0 votes 1 comment

Payer Claim Control Number for BCBS Answered

• Amber Hughes
• January 20, 2021 03:05

0 votes 4 comments

Showing an insurance credit and a balance due, when the client's balance should be zero Answered

• Noel Hunter, Psy.D.
• June 18, 2020 14:50

1 vote 8 comments

Marking Treatment Plan as Reviewed Answered

• Kyle F. Richards
• November 27, 2020 21:34

4 votes 6 comments

invoice marked paid when it has not been Answered

• Debra J. Bruemmer
• January 27, 2021 21:08

-1 votes 16 comments

Adding Addendum to Locked Note Answered

• Kylie Alvarez, LCSW 80321
• December 10, 2020 20:09

1 vote 6 comments

DEMOGRAPHICS FORM MISSING FROM PORTALS/SHARED FILES Answered

• Marsinah R. Buchan
• May 16, 2022 18:29

0 votes 2 comments

unable to access telehealth Answered

• Jennifer Spencer
• May 16, 2022 18:18

0 votes 2 comments

Superbill showing an old diagnosis as 2nd diagnosis Answered

• Nechama Freedman
• May 16, 2022 18:07

0 votes 1 comment

Scanning psychotherapy notes/ uploading to client file Answered

• Cheryl Sonilal
• May 16, 2022 17:44

0 votes 1 comment

Wiley Treatment Planner Answered

• Ronnie Burns
• May 16, 2022 17:17

0 votes 1 comment

Onboarding call Answered

• Cherice Mahal
• May 16, 2022 15:00

0 votes 1 comment

Allocating client payments Answered

• Judy Wiener
• May 16, 2022 02:17

0 votes 1 comment

Saving New Creation of Template Answered

• Sharon Martin, PsyD.
• May 16, 2022 02:08

0 votes 1 comment

credit? Answered

• Karmel Mayo
• May 15, 2022 14:07

0 votes 1 comment

Diagnosis not on Progress Note Answered

• Erin Long
• May 15, 2022 01:10

0 votes 1 comment

Date and time of diagnosis on treatment plan Answered

• Rebecca Caskey
• May 14, 2022 16:43

0 votes 1 comment

Client credit needs to be deleted/removed Answered

• Brandon Robinson
• May 14, 2022 12:38

0 votes 1 comment

Automatic write off settings Answered

• Luis Socarras
• May 13, 2022 19:05

0 votes 1 comment

Differentiating New Clients Answered

• Eric Currence
• June 16, 2020 13:24

3 votes 8 comments

calendar display on my desktop Answered

• Melissa C A Cook
• August 29, 2018 16:03

0 votes 2 comments