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Frequently Asked Questions

Frequently Asked Questions


Creating an Account

Signing In

Signing Out

Forgotten Password

Configure Your Clinic

Practice Information

Professional Information

Import Common Service Codes

Adding Stripe for Online Payments


Creating a Client

Completing a Client Intake

Changing Client Intake Information

Creating a Client Bill

Adding/Updating Client Insurance and Billing Information

Uploading Client Documents

Add/Edit Client Contacts

View Client Record Activity

Viewing/Editing Client Todos

Invite a Client to the Client Portal

Using the Client Portal

Online Booking Using the Client Portal


Creating a Client Bill

Generating an Invoice

Generating a Superbill

Sending Invoices or Superbills

Online Bill Pay

Generating a Health Insurance Claim (Form 1500)

Processing Client Payments