Introduction & Navigating the Help Center

0:52

Calendar Overview

5:51

Settings: Basic Info

1:34

Settings: Practice Details

1:13

Settings: Billing & Services tab

5:07

Settings: Services

1:14

Settings: Integration with Stripe

0:28

Settings: Notes & Forms

1:06

Settings: Insurance Payers

0:54

Settings: Client Reminders

1:02

Settings: Client Portal

3:29

Settings: Secure Messaging

0:16

Creating a Client

2:09

Insurance Introduction

2:09

Setting Up Your Practice to Bill Insurance

2:36

Enrollments: What Are They?

0:43

Enrollments: Understanding the Insurance Payers List

0:24

Enrollments: Finding a Payer

1:23

Enrollments: Submitting an Enrollment

1:05

Enrollments: Different than Paneling/Credentialing

0:35

Setting up a client’s account to bill insurance

3:25

Creating and submitting a claim

1:55

Creating and submitting a claim continued

2:18

Batch Claim Filing

1:18

Adding an Insurance Payment

1:15

Adding an Insurance Payment Continued

1:48

Adding an Insurance Payment Continued

0:44

Insights: Insurance Payment related reports

0:21

Introduction

1:47

Client Payments and Documentation

3:10

Claim Filing & Tracking

3:15

Insurance Payments

3:04

Calculating At-A-Glance Totals

1:01

Turning on the Client Portal and viewing the client POV

1:47

Online Booking Settings

3:10

Setting your Services

3:15

Setting your Availability

3:04

Client POV requesting an appointment

1:01

Approving/Declining Appointment Requests

1:00

Booking Widget

1:46

Introduction

0:35

What’s an Invoice?

1:32

What’s a Statement?

0:47

What’s a Superbill?

1:02

Automating Invoices

3:43

Automating Statements & Superbills

3:32

Recording Client Payments

2:36

Manually Create Billing Documents

1:05

Enabling your Client Portal

1:09

Template Library & Creating Custom Intake Forms

6:52

Creating Consent Forms

3:48

Customizing Client Portal Emails

0:53

Sending a Client Intake Documents

2:42

Client Point of View in the Client Portal

2:50