Add the types of providers
Step 1- Click on the SETTINGS menu. Fig. Step 1. Step 2- Click on the Provider Types sub-menu. Fig. Step 2. Step 3- Click on the +Create New button. Fig. Step 3. Step 4- Click on the box to establish a Name. Step 5- Click on the drop-down to establish the Role. Step 6- Click…
Add the Services that will be provided
Step 1- Click on the SETTINGS menu. Fig. Step 1. Step 2- Click on the Services sub-menu. Fig. Step 2. Step 3- Click on the +Create New button. Fig. Step 3. Step 4- Click on the box to establish a Name. Step 5- Click on the drop-down list and select Insurance. Step 6- Click on…
How to edit an Entry?
Steps 1 and 2- In the Main Menu on the left click on ENTRIES and then under CALENDAR. Steps 3 and 4- In the ENTRY TIME section, click CLIENT and then AUTHORIZATION. Step 5- Find the date in the calendar below, of the day you made that entry and click on it to edit it….
How to pre-save a Signature?
Steps 1 and 2- Click on the MY ACCOUNT menu and then on DETAIL. Fig. Steps 1 and 2. Steps 3 and 4- In the DETAIL section, click on the SIGNATURES tab and then on the + ADD button. Fig. Steps 3 and 4. Step 5- Click on the text box and write the name…
How to sign a Service Report?
Steps 1 and 2- In the Main Menu on the left, click on RECIPIENTS, then search for the client and click on its corresponding DETAIL button. Fig. Steps 1 and 2. Steps 3 and 4- Click on the SERVICE REPORT tab and then on the DETAIL button of the Report you want to sign. Fig….
How to create a Service Report?
STEPS 1 and 2- Click on the SHORTCUTS button and then on the CREATE SERVICE REPORT drop-down sub-menu. Fig. Steps 1 and 2. STEPS from 3 to 7- Select the client, the service, the date range, and then click on the SUBMIT button. Fig. Steps from 3 to 7. STEP 8- Click on the CREATE…
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