Heather C.

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Articles

Recent activity by Heather C. Recent activity Votes
  • 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...

  • CPT Code & American Medical Association Fees FAQ

    Overview The American Medical Association owns the rights to all CPT® codes and is now enforcing the collection of licensing fees for each Rendering Provider who submits Claims utilizing these code...

  • Deactivate / Terminate Employee

    Default Permissions: Directors permission group Delete / terminate employees from the Edit Employee information Page or the User Management Tab.Edit Employee Information PageUser Management Tab Fr...

  • Employee & Client Individual Compliance Reports

    Individual Compliance reports are individual reports for a client or employee based on services they are eligible to receive or perform. Note: select the client or employee’s allowed services via t...

  • 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...

  • Deactivate & View Clients

    Users have the ability to deactivate & re-activate clients. They can also view active & and inactive Clients.  Deactivate a ClientRe-Activate an Existing ClientsView Active Clients ListView Inacti...

  • 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...

  • 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...

  • 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, clic...

  • 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...