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Help Topics
Getting Started
2 ArticlesArticles to get you up and running, quick and easy.
Billing and Collections
3 ArticlesInstructions on how to bill clients and reconcile received payments.
Case Management
8 ArticlesManaging cases and all relevant information pertaining to case files.
- Create and Manage Case Files
- Add and Manage Case Payers
- Add and Manage Case Contacts
- Add and Mange Case Alerts & Memos
- Transfer Home Branch
Scheduling and Calendar Setup
7 ArticlesLearn how to set up calendars and manage appointments to keep your schedule organized and efficient.
- Booking and Managing Appointments
- Arrive, Bill, and Collect
- Rebooking, Copying, and Scheduling Repeat Appointments
- Create and Manage Calendars
- Create and Manage Calendar Shifts
Charting and Template Builder
3 ArticlesInstructions on how to create, customize, and manage chart notes using flexible section components and templates.
- Creating and Working with Chart Notes
- Create and Manage Chart Note Templates
- Chart Note Section Components
Bookkeeping and Accounting
6 ArticlesLearn how to track income and expenses, and maintain accurate financial records.
- Add and Manage Products & Services
- Add and Manage Payment Methods
- Add and Manage Suppliers
- Add and Manage Company Employees
- Chart of Accounts
Contacts and Marketing
4 ArticlesCentralize contacts and enhance communication with built-in email marketing service integration.
- Add and Manage Address Book Contacts
- Organize contacts in groups
- Integrate with Email Service Provider
- Import and Export Contacts
Organization and Team
3 ArticlesArticles on managing your organization, including users, locations, and localization settings.