Heather C.

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  • Post Payments in the Payment Report

    A video containing the following information can also be found here: https://accupoint.wistia.com/medias/jg4u9ihbu3   Select filters from the Dashboard. Client/Employee/Doctor - select Billing Se...

  • Assign Case Loads

    AccuPoint allows you to enable and set up caseloads for your employees. Case Loads will prevent your employees from being able to access clients that are not on their caseload. Clients that are not...

  • Initial Login & Password Reset

    Initial LoginReset Password Follow these steps to log in to AccuPoint for the first time 1. Follow the link you were provided in your welcome email.2. Enter your username and password.3. Please not...

  • Calendar Filter

    Calendar Filter is a useful tool to run reports on anything that is scheduled in the Calendar.    Click the Calendar Filter link located on the left side of the dashboard under the Scheduling sect...

  • Employee Availability Schedule

    Enter Employee Availability Click the  Availability Schedule link in the quick launch menu. Hover over a date and click the +Add link. The Availability Schedule - New Item modal opens.  Enter Atte...

  • Billing Import Sheet

    This is an overview of all fields in the billing import sheet. The Billing Import Sheet is attached at the bottom of this article. Please retain a copy for your records and any future updates.     ...

  • Create a Base Schedule – Reoccurring Shifts

    Create a single session on the calendar Adding Sessions: Link to adding sessions article Right click the title newly created calendar item Click “Mark as Base” this will open the “Base Schedul...