Heather C.

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  • Create Buzz Words

    A video containing the following information can also be found here: The purpose of a buzz word is to serve as a tag on your calendar items. You may also filter your calendar and generate reports...

  • Calendar Update

    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...

  • Access and Search the Calendar

    Access the CalendarCalendar Views - Day, Week, MonthCalendar Views - Day Group and Week GroupAccess Employee Calendar   Access the Calendar Click the Calendar link located on the left side of the ...

  • Enter Authorization Hours

    Authorization documents If a document is an authorization document you will be taken to the documents list automatically, but this documents list can be accessed at any time via the documents link....

  • Change Password

    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...

  • 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 rep...

  • 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...

  • 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 -...

  • 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...

  • 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...