Portal
Portal related content such as articles, videos, guides, and more
Administration
- Interactive Walkthrough: How to Create Forms in the Portal
- How to Create a Form in the Portal
- How to Use Bed Management in the Portal
- Interactive Walkthrough: How to Use the New Referral Tracking Tool
- Interactive Walkthrough: How to Reset a User's Password in the Portal
- How to Adjust System Settings on the Portal
Provider Tools
- How to Use the Ask AI Feature in Portal
- Interactive Walkthrough: How to Use Ambient Scribe for in Person Sessions
- Interactive Walkthrough: How to Use Ambient Scribe for Telehealth Sessions on the Portal
- Interactive Walkthrough: How to Take a Payment on the Portal
- Interactive Walkthrough: How to Create a Treatment Plan in the Portal
- Interactive Walkthrough: How to Set Up Client Charts in the Portal
Reports
Clinical
- Interactive Walkthrough: How to Set Your Favorite Tabs Within the Notes
- Interactive Walkthrough: How to Amend a Note on the Portal
- How to Amend a Released Note
- Interactive Walkthrough: How to Create a Group Note in the Portal
- Interactive Walkthrough: How to Create a Note in the Portal
- How to Create a Group Note in the Portal
Provider Dashboard
- Interactive Walkthrough: How to Navigate the Dashboard in the Portal
- How to View the Medical Tab in the Portal
- How to View the Comments Tab in the Portal
- How to View the Client Statements Tab in the Portal
- How to View the Client Documents Tab in the Portal
- How to Navigate the Client List in the Portal