Manage or Add Company Documents

Manage or Add Company Documents

Attaching a company document to an Email/Fax

      1. Company Documents allow users to quickly navigate through commonly used forms to fax or email

Where to go?

       1. Users may manage their forms under List->Company Documents
       2. Once under Company Documents, Click Add Attachment or Delete

    • Related Articles

    • Manage or Add a Facility - Logo, Default Billing Provider and Appointment Length.

      Where to go? 1. Users may add a new Facility under List->Facilities 2. Once under Facilities, Click Create or Edit an existing *use the search bar or click on the code to edit an existing case manager Facility Information 1. Input General Information ...
    • Manage or Create a Insurance

      *A insurance must be created in the system before adding the insurance to the patient's chart. Patient's Chart: Creating a New Insurance: Where to go? 1. Users may manage their insurances under List->Insurance Companies. 2. Once under Insurance ...
    • Manage or Create a Referring Physician

      Patient's Chart:       1. In order for the referring physician to populate, you will first need to add the physician into the system. How to add a Regerring Physician?       1. Users may manage their referring physicians under List->Physicians.       ...
    • Manage or Create a Guarantor

      Patient's Chart: 1. A guarantor must be created in the system before adding to a patient's chart Where to go? 1. Users may manage their guarantors under List->Guarantors. 2. Once under Guarantors, click Create or Make Inactive to delete *use the ...
    • Manage or Create a Treatment Exercise Type

       Patient's Note:  1. The treatment exercise type is located in a patient's chart under the charges/treatment tab Where to go?        1. Users may manage their treatment type under List->General->Treatment Exercise Categories        2. Once under ...