Heather-C
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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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The 21st Century Cures Act, Information Blocking and YOU! (AccuPoint Legacy)
Article By: Dr. Jessica Kasirsky, CMO, VP Regulatory Affairs, Therapy Brands The regulation which implements the information blocking provisions of the 21st Century Cures Act apply to Health Care p...
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Unlock Employee Account (AccuPoint Legacy)
Complete the following steps to unlock an employee's account. On the Home page, click the User Management link from the side panel navigation menu. Click the employee’s user name In the Account...
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Employee Import Sheet (AccuPoint Legacy)
This import will be used for the initial creation of employees in your site. This sheet contains basic demographic information for employees and there are a few important fields. Important fields ...
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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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Client Import Sheet (AccuPoint Legacy)
This import will be used for the initial creation of clients in your site. This sheet contains basic demographic information for clients and there are a few important fields. Important fields Sub...
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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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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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AccuPoint Onboarding Process (AccuPoint Legacy)
There are three important links for you to complete your onboarding with AccuPoint. Click here to get started with AccuPoint onboarding and overview. After completing the onboarding overview, clic...
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Change Password (AccuPoint Legacy)
Complete the following steps to change a password. Login to AccuPoint Click your username in the top right hand corner Select Change Password from the drop down menu Enter your current password th...