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Getting Started

Quick Vid

This quick tip video covers how to search for published answers directly within the system, as well as how to locate our training and education Knowledgebase online.

Quick Vid

Learn quickly how to recover a forgotten password when attempting to log into our system.

Quick Vid

A quick overview of activating the client portal within our system.

Quick Vid

Entering a new client in our practice-management system is organized into sections for quick and easy editing.

Tutorial

Create, manage and send your therapy clients standard documents easily within our system.

Tutorial

Learn more about editing individual and group Practice Settings within our system.

Quick Vid

An overview of actions to take when nearing your end of day workflow process.

Quick Vid

A quick peek at how to customize My Schedule settings.

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Billing & Insurance

Tutorial

Learn more about how to add an insurance company into our system.

Webinar

Part 1 reviews how to create an insurance 'library', managing settings, locating CPT codes, and reviewing NPI/TAX ID Information.

Webinar

Part 2 reviews how to include client/patient demographics, policy information, insurance benefits and complete authorization fields.

Webinar

Part 3 shows how to create a claim for a patient's date of service by writing a note.

Webinar

Part 4 shows how to move through this action for a client/patient's date of service.

Webinar

Part 5 discusses the varying instances that can arise once a therapist creates a client claim, such as: the claim needs to be "scrubbed" or the claim needs fixing. These issues must be resolved before that claim is ready for submission to the insurance company.

Webinar

The manual method of posting insurance payments received on an Explanation of Benefits is detailed here, within our 2.0 practice-management platform.

Webinar

This webinar walks you through how to post an Explanation of Benefits, via manual entry, within our 2.0 practice-management platform.

Webinar

Learn the steps for posting a secondary claim payment, via manual entry, within our 2.0 practice-management platform.

Webinar

Magellan settings are a 'one off' and manged differently than other insurance companies within our 2.0 practice-management platform.

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Account Management

Tutorial

Manage and configure account preferences for Providers and Staff, including how to send a password reset to staff accounts.

Quick Vid

Learn how to recover a forgotten password when attempting to log into our 2.0 TherapyAppointment EMR software system.

Quick Vid

A brief look at accessing My Profile options and Practice Settings sections.

Tutorial

Setting up two-factor authentication, a more secure sign on procedure, within our 2.0 practice-management system

Tutorial

Learn how to use a group practice "Triage Account" to hold new clients, until they are assigned to one or more providers.

Quick Vid

Manage and activate your public directory in order to offer client portal access from within your individual or group practice website.

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Client Portal

Tutorial

This video goes over the basics of messaging, focusing on how to check and send messages and adding an attachment.

Quick Vid

Review how to control self scheduling appointments for clients and how a client self-schedules an appointment.

Quick Vid

A quick overview of activating the client portal within our system.

Quick Vid

Manage and activate your public directory in order to offer client portal access from within your individual or group practice website.

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Charting

Quick Vid

A quick overview for creating a custom chart template within our 2.0 practice-management platform.

Tutorial

This video goes over how to create, manage, and edit therapy groups.

Tutorial

Creating and charting a SOAP note session with a client is easily accomplished, from within My Schedule.

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Scheduling

Tutorial

Handling a complicated schedule, and/or customizing your scheduling availability, is easily defined for each practitioner within our system.

Tutorial

Integrate Google and other external calendars in a secure and HIPAA-compliant manner.

Quick Vid

Review accessing the (month/week/day) view of your therapy schedule and showcase the ability to organize reminders easily.

Tutorial

An overview of how to control self scheduling appointments for clients/patients, and how a client schedules an appointment within our system.

Quick Vid

Understand how to add an appointment within our EMR software.

Webinar

A training webinar that dives much deeper into the Scheduling features for solo providers and group practices.

Tutorial

This video goes over how to create, manage, and edit therapy groups.

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Client Payments

Tutorial

Understand actions and steps to take when configuring credit card processing with IBC, and processing a payment within our 2.0 practice-management system.

Tutorial

Learn the steps for processing a client payment from within a Front Office account, at the time of service.

Quick Vid

Learn how to quickly accept credit card payments at the Time of Service, as well as entering new credit card information.

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