Course curriculum

  • 1
    Support
  • 2
    Get Started as a New User
  • 3
    Manage Account -- Company Details
  • 4
    Manage Account -- Account Settings
  • 5
    Manage Account -- Schedule Set up
  • 6
    Managing and Creating Clients
  • 7
    Next Steps
  • How to Contact Support
  • Learning ClientCare Importing clients from another EHR Overview of Top Tool Bar Manage Account -- Overview Practice Management -- Overview
  • Company Details -- Company Company Details -- Users Company Details -- Facilities Company Details -- Billing Providers Company Details -- Important Company Documents
  • Account settings - Overview Account Settings - General Account Settings - Checklists Account Settings - Drop down values Account Settings - Templates Account Settings - Client Portal Account Settings - Billing Setup Account Settings - Employees
  • Schedule Set up - Overview
  • Do and Do Not When Starting a Chart Add a New Client Chart Set Your Client Type Set Your Client Status Set your Client EDD Open the Client Portal
  • Now you know how to... Edit Templates Edit Drop Down menus Edit Checklists Create documents for use in Client Portal