Standard Workflows
Transition process for automatic copay applying
How to transition a claim?
Completing the Client Rights and Responsibilities form
Entering a new patient/intake
Search for Timeslot
Search for Timeslot - Create Patient Contact
Create Patient Contact from Scheduled Event
Record a Progress Note
Update client's Demographic -> Intake tab
Create Treatment Plan
Patient Check-In
Patient Check-Out
How to create a patient note with a delayed prompt/alert
How to set the Program field in the Event Scheduler to default to the patient's most recent program assignment
How to prevent printing patient contacts.
How to configure holidays in BillingTracker
Claim Note Configuration
How to transition an appointment
How to apply a credit balance
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