Page Comparison

Company Setup Call

Account Administrators

(If your organization has a billing specialist, they should attend this training call and complete Action Items items)

Understanding Service Lines and Services:

Understanding Service Lines and Services

Credentials and Credential Types:

Credentials and Credential Types

Setting up Your Funders and Billing Codes:

Setting Up Your Funders and Billing Codes

Referring Providers:

Managing Referring Providers in your Company Account

Pay Codes:

Pay Codes

Cancellation Types, Billable Tags, and Nonbillable Tags:

Cancellation Types, Billable/Nonbillable Tags, and Place of Services

“Completed” Billable Requirements, Hours Shown on Calendar, & Overtime Rules:

"Completed" Billable Requirements, Hours Shown on Calendar & Overtime Rules Company Account Scheduling Settings:

Company Account Scheduling Settings

Staff Member Settings:

Staff Member Settings

Client Settings:

Client Settings within the Company Account

Creating Client Report Templates:

PRACTICE MANAGEMENT ONLY Creating Client Report Templates

• Set-up Service Lines and Services

• Add License/Credentials

• Add Funders with Codes and Rates

• Add Company Pay Codes

• Add Non-Billable Tags

• Assign Session Note templates to their Funder(s) OR build own Session Note templates

OPTIONAL

• Create Additional Client Note Types

• Create Additional Staff Note Types

• Add Referring Providers

• Add Cancellation Sub-Types

• Add Billable Tags

• Set Overtime Rules