Community

Need to be able to revoke ROI

• Maria Pipitone
• November 19, 2022 17:34

1 vote 0 comments

Introduce yourself! Pinned Featured

• Gillian
• June 05, 2018 22:20

2 votes 63 comments

Unallocated vCard payments

• Cynthia Bennett
• November 05, 2022 13:37

0 votes 1 comment

Resending intake paperwork Answered

• Janet Mueller
• January 24, 2021 21:57

1 vote 19 comments

How to credit a client's account when amount has been paid before appointment?

• Mara Teal
• November 19, 2022 03:35

0 votes 0 comments

filling in a release of information form

• Ana Perez
• November 18, 2022 18:26

0 votes 2 comments

Cash Payment

• Felicia Molano
• November 18, 2022 19:54

0 votes 0 comments

Stripe Payouts

• Mary Margaret Johnson
• November 11, 2022 14:54

1 vote 7 comments

Billing Mamager

• Amal Rahhal
• November 18, 2022 16:48

0 votes 0 comments

New services on client portal

• James Buddy Horne LPC
• November 18, 2022 16:06

0 votes 1 comment

Scheduling

• Ace B. Glaspy
• November 18, 2022 15:04

0 votes 0 comments

Minors and consent/ client portal Answered

• Bridgett Ballisty
• November 26, 2019 02:38

0 votes 17 comments

Is there an easy way to see if a client/s does not have an upcoming appointment scheduled.

• Luella Heetderks
• September 28, 2022 16:19

1 vote 3 comments

HSA Cards Answered

• Sylvie Lam
• July 17, 2019 18:30

0 votes 15 comments

Can I edit referrals that have already been entered?

• Kirie Linney
• March 08, 2019 15:14

1 vote 10 comments

Insurance Write offs vs lowering rate for insurance?

• Stephanie Dalsheim
• November 01, 2022 19:43

0 votes 1 comment

VALUE OF SUB-ELEMENT HEALTH CARE CODE INFORMATION-02 IS INCORRECT

• Cassie Alexander
• November 09, 2022 15:25

0 votes 1 comment

Recording Sessions

• Tara Kline
• November 17, 2022 01:52

0 votes 1 comment

Client hit deductible and insurance balance has credit and balance

• Kristen Whittington
• November 17, 2022 13:15

0 votes 0 comments

video doesn't work

• Defne Sayiner
• November 17, 2022 13:02

0 votes 0 comments

How to find the client's cancellation reason/message

• Chelsea McCarty
• November 17, 2022 12:52

0 votes 0 comments

Unallocated funds "solution" is unacceptable.

• Michelle Czapla
• November 04, 2022 18:39

4 votes 2 comments

online scheduler

• Andrew Gill
• November 14, 2022 20:38

0 votes 1 comment

Adding appointment widget on WIX

• Beverly Ward
• November 17, 2022 02:46

0 votes 0 comments

Update? Is there a way to share Youtube/music audio during Telehealth Sessions?

• Jessica Morrison
• November 17, 2022 01:30

0 votes 0 comments

Client uploading new insurance info

• Alison Johnston
• November 16, 2022 23:24

0 votes 0 comments

Accidentally added a cash payment - will not allow me to remove it

• Jennifer Cook, MA, LCMHC, NCC
• November 16, 2022 22:01

0 votes 0 comments

group notes Answered

• Theresa Fassihi
• October 16, 2018 19:15

1 vote 10 comments

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

-1 votes 11 comments

Group Practice to Solo

• Jill Berling
• November 16, 2022 17:01

0 votes 0 comments