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A) Once you are logged in, click on Company Account:
B) To modify your company’s Basic Information, click Edit on the right-hand side of your screen:
C) The fields marked with an asterisk, * , indicate a required field. To upload your Company Logo, click Choose File at the bottom of the screen. Your logo will be visible on your company tab and when you download a Funder Report:
D) Once you have entered your Basic Information, Click Save.
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A) Click Locations from the menu on the left to Add, Edit or Remove your site location(s):
- Add several office locations
- Add Multiple Therapy Centers
- Enter your practices across numerous states
B) To designate a site as your main location, check the box for Main Locations, and Click Save:
3) How to Add and Customize Service Lines
A) Click Service Lines from the menu on the left to add a variety of services:
B) To add a service line, click + SERVICE LINE at the bottom of the screen:
C) To Edit an already existing service line, click Edit:
D) When adding or editing a Service Line, it is required to add the name of the service. The Description is optional. To assign a service line to clients and/or staff, check the box for ACTIVE. Click Save once you have finished:
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F) For Employees that are Active, be sure to check the box for: Show as active. If a staff member is no longer an employee, we recommend changing their status to Inactive. You will have the option to view your current employees by filtering between Active/Inactive Statuses:
G) Staff Member Settings also allows you to Add, Edit, and Remove Staff Member Pay Codes and Staff Member Mileage
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5) How to Add and Edit Funders, Service Lines
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and Billing Codes
1) Select
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Funders from the menu on the left
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- Click “ADD FUNDER” in the right-hand corner to add new funders.
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