Add a Client (Procentive)
- Client Intake Video (Procentive)
- Add a Client (Procentive)
- Client Tab (Procentive)
- Staff Tab (Procentive)
- Phone/Email Tab (Procentive)
- Payers Tab (Procentive)
Bed Management & Workflows (Procentive)
Client Portal (Procentive)
- FAQ for Using the Client Portal (Procentive)
- Client Submits a Credit Card Payment via the Client Portal & Vantage (Procentive)
- Client Submits a Credit Card Payment via the Client Portal & CMS (Procentive)
- Set Up Client Portal For Your Agency (Procentive)
- Send Clients an Email Notification When They Have a New Statement Available (Procentive)
- Client Portal Setup: How-To Video (Procentive)
Bed Management Setup (Procentive)
- Definition of Permissions for Bed Management (Procentive)
- Overview of Settings View in Bed Management (Procentive)
- Overview of Setup View in Bed Management (Procentive)
- Turn on a Location for Bed Management (Procentive)
- Maintain Settings in Bed Management (Procentive)
- Set Up a Location's Facilities in Bed Management (Procentive)
Utilize Bed Management (Procentive)
- Overview of Census View (Procentive)
- Add or Edit Bed Types in Bed Management (Procentive)
- Add or Edit Bed Status in Bed Management (Procentive)
- Search for Beds or Individuals (Clients or Dependents) in Bed Management (Procentive)
- Manage Bed Reservations for Clients or Client Dependents (Procentive)
- Manage Bed Assignments for Clients or Client Dependents (Procentive)
Working in the Clients Module (Procentive)
- Overview (Procentive)
- Missing Client in Clients Module (Procentive)
- Add or Change Client Note Types (Procentive)
- Client Discharge (Procentive)
- Merge Clients (Procentive)
- Inactivate Client Records (Procentive)
Kiosk (Procentive)
- Avoid Common Issues with Kiosk Manager (Procentive)
- Send Clinical Documents to a Client's Email (Procentive)
- Set Up a Kiosk (Computer or Tablet) (Procentive)
- Put a Computer or Tablet in Kiosk Mode (with Kiosk Manager) (Procentive)
- Where Can You Send Clinical Documents to Clients? (Procentive)
- Kiosk Manager (Procentive)
Client Information (Procentive)
Payers and Authorizations (Procentive)
- Update a Client Authorization (Procentive)
- Scan Payer Information (Procentive)
- Payer Authorization Types and Statuses (Procentive)
- Clients Module Warning - Missing Policy ID (Procentive)
- Silent Authorizations (Procentive)
- Pending Authorization (Procentive)