Settings

Flowsheet

• How to create/use the Flowsheet?

Visit Type

• What are Visit Types?

PCP/Referral

• How do I use the PCP/Referral section?

Insurance and Payer ID

• How to add a comment in Insurances?
• What is the Insurance and Payer ID?

Inventory Management

• How to add Quantity and Images to your Inventory?
• What is the Inventory Management?

Goals

• How to add Goal on Recertification/PN/Re-Evaluations?
• How to add Goals?

Evaluation Note Templates

• How to share Evaluation Templates?
• How do I create the Evaluation Note Templates?

Treatments/CPT

• How to Assign CPT Codes to Different Note Types?
• Trouble finalizing Evaluation Note due to unit error
• How do I show/activate or hide/inactivate CPT codes?
• What is the Treatment/CPT in Settings?

Autocomplete

• How do I use the Autocomplete feature?