Heather Callahan

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Activity overview

Latest activity by Heather Callahan
  • Heather Callahan created an article,

    Access and Generate the Supervision Report

    Pre-Report ActionsAccess and Generate Supervision ReportSupervision Report Example   Pre-Report Actions Set supervision statuses for the report. Confirm users have permissions to view this report...

  • Heather Callahan created an article,

    Client Ledger Best Practices

    Access Client LedgerEnter Manual PaymentRefund a PaymentTroubleshoot Ledger Errors – StepsCommon Ledger IssuesFilter by Date   Access Client Ledger   Select Billing under Client/Employee/Doctor dr...

  • Heather Callahan created an article,

    AccuPoint Onboarding Process

    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, cli...

  • Heather Callahan created an article,

    Employee Import Sheet

    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 fieldsU...

  • Heather Callahan created an article,

    Client Import Sheet

    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 fieldsSubsc...

  • Heather Callahan created an article,

    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.   Co...

  • Heather Callahan created an article,

    Hour Bank Report

    The Hour Bank Report shows the available hours for the specified client according to the configuration of their authorization document. Select filters from the Dashboard. Client/Employee/Doctor -...

  • Heather Callahan created an article,

    Nightly Report

    Nightly reports in AccuPoint will allow you to receive an email every night regarding the compliance status of services and the expiration status of compliance requirements.Repeat the set up proce...

  • Heather Callahan created an article,

    Supervision Report Setup

    Accupoint features a supervision report that allows you to view the ratio of hours supervised by a BCBA/Supervisor in comparison to the total amount of hours served for Direct services by a Behavi...

  • Heather Callahan created an article,

    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...