Heather C.
- Total activity 63
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 37
Articles
Recent activity by Heather C.-
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...