Group Practice Best Practices

Send notifications to practice manager when paperwork is not complete Answered

• Lyndy Barnard
• October 15, 2022 12:32

0 votes 1 comment

Appointment Types Answered

• Libertie Stephenson
• October 13, 2022 19:06

0 votes 1 comment

Refund cancellation Answered

• Rebecca Caskey
• October 13, 2022 17:21

0 votes 1 comment

Creating new team member given all services by default Answered

• Misty Gibson
• October 11, 2022 18:56

0 votes 1 comment

STRIPE Answered

• Amit Kakkar
• October 08, 2022 04:39

0 votes 1 comment

Multiple Practice Questions Answered

• Simone Noble
• October 05, 2022 21:17

0 votes 1 comment

ePrescribing and eLab order Answered

• Violet Rudd
• October 02, 2022 18:02

1 vote 1 comment

Adding a Note/To Do list feature Answered

• Violet Rudd
• October 02, 2022 18:01

0 votes 1 comment

So frustrating that I cannot send Intake Paperwork to client because the email is already in the system, even though I am unable to see where the duplication is Answered

• Jeanie Bowen
• September 29, 2022 00:26
• Edited

0 votes 2 comments

unallocated fund!! Answered

• Joy Quanrud Grimsley
• September 26, 2022 20:01

3 votes 1 comment

Multiple Accounts question Answered

• Teresa Scott
• September 21, 2022 21:44

0 votes 1 comment

Payroll Reports Incorrect with the new billing format Answered

• Carolyn Sellers
• September 18, 2022 14:14

0 votes 1 comment

Clinician with access to add documents. Answered

• Cathie Bear
• September 14, 2022 20:10

0 votes 1 comment

Help request Answered

• Dr. Elena M. Rivera
• September 12, 2022 17:05

-2 votes 1 comment

Undue a paid bill Answered

• Johana Montes de Oca
• September 10, 2022 03:28

0 votes 1 comment

udgrade and unallocated payments Answered

• Kelly Michaels
• September 02, 2022 18:31

1 vote 1 comment

Best Practice for Inactive Clients Returning. Answered

• Becky Stevenson
• September 02, 2022 13:37
• Edited

-1 votes 6 comments

Client Retention Answered

• Sherrina Johnson
• August 25, 2022 23:58
• Edited

1 vote 2 comments

Does anyone know how to mute clients Answered

• Nicholas Wright
• August 25, 2022 20:43

1 vote 1 comment

To organizational NPI‘s Answered

• Lexi Ellis
• August 24, 2022 18:54

0 votes 1 comment

On the hour appointment for one therapist; on the half hour for another Answered

• Tony Suarez
• August 24, 2022 01:10

0 votes 1 comment

Billing under the Group NPI Answered

• Tom Black
• August 18, 2022 19:48

0 votes 1 comment

Client needs two separate accounts but only has one email address Answered

• Veronica Bojerski
• August 07, 2022 16:51

0 votes 1 comment

Removing Referral Sources Answered

• Cassie Alexander
• July 28, 2022 18:13

0 votes 1 comment

Billing Provider not found. (A4 - 26) /Changed Provider to a Group Practice Answered

• Adriane Howard
• July 18, 2022 17:25
• Edited

-4 votes 1 comment

second signature for LMSW Answered

• Annette O'Neill
• July 15, 2022 02:50

0 votes 1 comment

List of clients by clinician relationship Answered

• Bridget Le
• July 13, 2022 18:33

0 votes 1 comment

Keeping calendars private when in a group practice Answered

• Suzanne Allen
• July 12, 2022 14:52

0 votes 1 comment

Client Portal domain name Answered

• Jennifer Ybarra
• July 11, 2022 22:27

0 votes 1 comment

unblock new team member Answered

• Daisy Brown
• July 11, 2022 16:37

-1 votes 1 comment