Knowledgebase
Telehealth
- Steps to troubleshoot online sessions with zoom
- Video therapy instructions for clients
- Telehealth CPT Code and Place of Service Setup Instructions
- Video therapy instructions for clinician
- Simplifying Telemedicine CPT Codes for Billing Claims (GT? or 95?)
- Telebehavioral Health Blog
- Telehealth Training Articles
Administrative
- How to import your client Demographics
- Attach Scanned Image of Insurance Card to Client Registration
- How to send the pre-registration link or add a new client
- Client Billing Automation
- How To Enter A Client
- Add credit card transaction fee to client statement
- Change of Address for your practice
- Looking for example intake docs
- How to mark Clients Active, Inactive or Discharged
- Pre-Registration with Terms & Conditions sent to Client Portal
- More topics »
Calendar
- Auto Reminder times for appointments
- No Show/Cancelled Appts - How to mark them
- Setting your appointment parameters on the Calendar
- What do the colors on the Calendar mean?
- Changing appointment details - 2 ways
- Unable to mark attendance or start a progress note from the calendar
- Automatic Reminders not being sent
- Colors for the background of the calendar for each provider
- "You're not authorized to add to this calendar" message
- How to modify the default message for automatic appointment reminders
- More topics »
Insurance and Claims
- Therasoft billing services (schedule free consultation)
- Adding New Insurance Carriers
- Email Payment Receipts to multiple emails
- Psychological and Neuropsychological Testing CPT Codes
- Page Setup Settings for Printing CMS 1500 Forms
- What does EDI, ERA and EOB stand for?
- Emdeon Vision - Helpful Hints
- Medicare Basics
- Understanding Crisis CPT Codes (90839 and 90840)
- Ready to Post - How to post a payment
- More topics »
Merchant Account
- How to refund or void a credit card transaction
- Invalid Reference Error: Only transactions in the current batch can be voided
- Billing, new credit card information
- Testing your Credit Card Reader
- Merchant Account Application
- OpenEdge Contact Info
- Behavioral Health & Credit Card-on-File Payments
- OpenEdge View (Merchant Portal)
- Access your Merchant account statement online
- Therasoft Integrated Merchant Account
- More topics »