Heather C.

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Articles

Recent activity by Heather C. Recent activity Votes

  • Create a Base Schedule – Reoccurring Shifts

    1. Employee Management
    2. Employee Management

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • -6 votes

  • CPT Code & American Medical Association Fees FAQ

    1. General
    2. Announcements

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Deactivate / Terminate Employee

    1. Employee Management
    2. Employee Management

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote

  • Employee & Client Individual Compliance Reports

    1. Reporting
    2. Reporting

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 2 votes

  • Employee Availability Schedule

    1. Employee Management
    2. Employee Management

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • -2 votes

  • Deactivate & View Clients

    1. Client Management
    2. Client Management

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote

  • Client Ledger Best Practices

    1. Billing
    2. Billing Implementation

    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 C.
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes

  • Post Payments in the Payment Report

    1. Billing
    2. Billing Implementation

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes

  • AccuPoint Onboarding Process

    1. Getting Started
    2. Onboarding & Implementation

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Change Password

    1. Getting Started
    2. Onboarding & Implementation

    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...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes