Provider Tools
- Interactive Walkthrough: How to Use Alerts in Desktop
- Interactive Walkthrough: How to Create Forms in Desktop
- Interactive Walkthrough: How to Send Messages in Desktop
- Interactive Walkthrough: How to Generate Statements in Desktop
- Interactive Walkthrough: How to Manage Profiles in Desktop
- Interactive Walkthrough: How Do I Set Up My Organization and Locations in Desktop?
- Interactive Walkthrough: How to Schedule Recurring Appointments in the Portal
- Interactive Walkthrough: How to Manage Client Groups in Desktop
- How to Set Up Form/Document Renewal and Messaging Notifications
- How to Set Up Automated Scoring on Forms
- How to Set Up Task Types for Client Portal Messaging
- How to Set Up Scheduler User Specialty Tags
- How to Edit the Gender Identity or Sexual Orientation Picklists
- How to Set Up Tags
- How to Set Up Word Merge Documents
- How Can I Identify Clients That Haven't Been Seen Recently?
- How Do I Discharge My Client?
- How Do I Add a New Diagnosis Code in PIMSY?
- How to Attach a Note to a SAL
- How to Manage TOS Patient Liability Report
- How to Turn On Automated Billing
- How to Void Claims
- How to Send Corrected Claims
- How to Use the Billing Matrix
- How to Set Up Conditional Formatting
- How to Capture Client Signatures Digitally
- How to Track Disclosures
- How to Take Client Photos
- How to Track Medication Administration with eMAR
- How to Manage Prescriptions with Digital Rx (DRx)