Community

Need to be able to revoke ROI
1 vote 0 comments
Introduce yourself! Pinned Featured
2 votes 63 comments
Unallocated vCard payments
0 votes 1 comment
Resending intake paperwork Answered
1 vote 19 comments
How to credit a client's account when amount has been paid before appointment?
0 votes 0 comments
filling in a release of information form
0 votes 2 comments
Cash Payment
0 votes 0 comments
Stripe Payouts
1 vote 7 comments
Billing Mamager
0 votes 0 comments
New services on client portal
0 votes 1 comment
Scheduling
0 votes 0 comments
Minors and consent/ client portal Answered
0 votes 17 comments
Is there an easy way to see if a client/s does not have an upcoming appointment scheduled.
1 vote 3 comments
HSA Cards Answered
0 votes 15 comments
Can I edit referrals that have already been entered?
1 vote 10 comments
Insurance Write offs vs lowering rate for insurance?
0 votes 1 comment
VALUE OF SUB-ELEMENT HEALTH CARE CODE INFORMATION-02 IS INCORRECT
0 votes 1 comment
Recording Sessions
0 votes 1 comment
Client hit deductible and insurance balance has credit and balance
0 votes 0 comments
video doesn't work
0 votes 0 comments
How to find the client's cancellation reason/message
0 votes 0 comments
Unallocated funds "solution" is unacceptable.
4 votes 2 comments
online scheduler
0 votes 1 comment
Adding appointment widget on WIX
0 votes 0 comments
Update? Is there a way to share Youtube/music audio during Telehealth Sessions?
0 votes 0 comments
Client uploading new insurance info
0 votes 0 comments
Accidentally added a cash payment - will not allow me to remove it
0 votes 0 comments
group notes Answered
1 vote 10 comments
If we set a client to "inactive," how do we then access their account if necessary down the road? Answered
-1 votes 11 comments
Group Practice to Solo
0 votes 0 comments