Heather C.

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Activity overview

Latest activity by Heather C.
  • Heather C. created an article,

    My Client Portal Settings

    Use the Client Portal Settings link to select service types available to clients when scheduling appointments, turn on email notifications for scheduled appointments, and select locations available...

  • Heather C. created an article,

    10/26/22 - New Requirements for SMS Text Reminders - FAQ

    New Requirements for SMS Text Reminders Why are the information requirements changing? Cell phone carriers have increased their efforts to reduce spam resulting in the filtering of SMS messages and...

  • Heather C. created an article,

    Track Staff Credentials

      Permissions: Can view/edit credential tracking You can track and notify staff members and administrators about credential expiration dates. This will allow staff to renew credentials in a timely ...

  • Heather C. created an article,

    Manage Appointments in the Client Portal

      [Reschedule from Appointments Tab] [Reschedule from Calendar Tab] [Cancel Appointment]  Reschedule from the Appointments Tab Click the Appointments tab. Click Reschedule for the appointment. The...

  • Heather C. created an article,

    Copy Secure Message to the Contact Log

      Permissions: You must have Therapist Permissions.  In Client Messaging, you can send & copy secure messages to your client's contact log. This allows you to have all communications with the clien...

  • Heather C. created an article,

    View Copied Message in the Contact Log

      Permissions: You must have Therapist Permissions.  You have the ability to view messages you have copied from secure messaging in the client's contact log. View Copied Secure Message NOTE: Copied...

  • Heather C. created an article,

    CHC - Cancel Claims Service

    You have the option to cancel your Claims Service Subscription. After canceling your subscription, you will no longer be charged the monthly fee. IMPORTANT: Before canceling your subscription, mak...

  • Heather C. created an article,

    Scheduling Supervision Appointments

      You can schedule and manage supervision appointments on your calendar. Your supervision hours will then appear on the supervision report which you can generate to keep track of the percentage of ...

  • Heather C. created an article,

    Set Task Occurrences

    You have the ability to set an occurrence schedule for your tasks. This will help you avoid having to create a new task for each occurrence on your My Task list. You can set recurring tasks to Dail...

  • Heather C. created an article,

    Create Drive Time (System) Appointments

      Permissions: Your organization must activate the subscription for Automatic Travel Appointments. You must also have the Can edit travel and drive time appointments permission.    You have the abi...