Agency Setup and Management

Administrative

• Add a Transaction Type
• Change Your Agency Name
• Create Documents in the Documents Module
• Diagnoses Module
• Import Clients
• Resources Module

See all 7 articles

Locations and Programs

• Add A New Location
• Add Locations
• Add Programs
• Add Programs For The First Time
• Locations Module
• Program Service Location Warning

Staff

• Create a Staff Profile for an Auditor

Codes

• Add a Travel Code
• Add an Add-on Code
• Add Consolidated Codes
• Add Professional Codes
• Add Value 24 Code to a Claim
• Create an NSF/Stop Payment Fee Code

See all 8 articles

Payers

• Add a Client Rate Payer
• Add a Payer
• Add Codes and Rates for Payers
• Payer Type is Missing, Generic Payer Needed
• Workers Comp Payer Setup

Billing

• Prevent Billing Without A Clinical Note
• Settings Module - Enter Your Basic Billing-related Data
• Update Rates Module