Heather C.
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Post Payments in the Payment Report (AccuPoint Legacy)
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 S...
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Calendar Update (AccuPoint Legacy)
Calendar update is a tool that you can use to make mass edits to calendar sessions Click the Calendar Update link located under the Scheduling heading. Select desired date range and settings for t...
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Calendar Item Colors (AccuPoint Legacy)
Calendar items are color coded. Green Entered – This session has not been rendered yet, and the status has not been changed. BlueAudit – There was an attempt to complete this session, but it wen...
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Initial Login & Password Reset (AccuPoint Legacy)
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...
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Calendar Filter (AccuPoint Legacy)
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...
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Employee Availability Schedule (AccuPoint Legacy)
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 At...
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Assign Case Loads (AccuPoint Legacy)
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...
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Billing Import Sheet (AccuPoint Legacy)
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. ...
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Create a Base Schedule – Reoccurring Shifts (AccuPoint Legacy)
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 Schedu...