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A) Once you are logged in, click on Company Account:
B) To modify your company’s Basic Information, and click Edit on the right-hand side of your screen:
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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.
2) How to Add or Remove Locations
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:
4) Create your Staff Member Settings
A) Click Staff Member Settings from the menu on the left:
B) In Staff Member Settings, you will have the ability to add a staff title (+ Staff Title ), Edit, or Remove this titles:
C) Title Name and Role Type are required fields:
D) You have the option to Edit, Remove, or Add Employee Types:
E) Your account is set up with the default statuses: Active and Inactive Employee. To add additional statuses (ex – Maternity leave, Medical leave, etc.) Click “Click + Staff Status”Status:
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:
5) How to Add and Edit Funders, Service Lines and Billing Codes
A) Select Funders from the menu on the left:
B) Click Add Funder in the right-hand corner to add new Funders:
C) For Funder Type, select the following options: Insurance, Private Pay or Other. Enter the name of the Funder and optional subsequent details. Click Save:
D) To edit an existing Funder, Click View:
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