How To's
- Adding a Provider Signature in CoAction
- Adding An Insurance Policy With A Secondary Insurance
- Adding New Staff Member/ Employee
- Appointment Dashboard Columns and Reason of Visit (ROV) Colors
- Can ICD codes be Included with Soap Notes Document
- Cannot Add a Document to a Patient File
- Credit Card Swiper Not Reading Credit Card Info
- For Server - If CoAction is not Auto Batching Payments to Heartland
- How do I get the SOAP Notes Macro panel within a patients appointment?
- How to access my Local Server computer remotely
- How to Add a New CPT code to Existing Button Structure
- How to ADD a New CPT code to your Existing Price List
- How to Add New Provider to Existing Clinic
- How to Add Place of Service to a Super Receipt or HCFA
- How to Add Recurring Appointments (appt) & How to Change or Delete Recurring Appointments
- How to Add Your Logo in the Document Template
- How to Add/ Delete a Schedule Exception
- How to Change a Providers Work Schedule
- How to Copy CPT Button Structure
- How to correct resolution issues on Windows Surface Pro Tablets
- How to Delete a Completed Appointment
- How to Delete a Patient in CoAction
- How to Delete Multiple Scheduled Appointments in Patient Case at One Time
- How To Export A Macro Template (For Cloud or Server Clients)
- How to Export a Macro Template (for Server Clients)
- How to Generate a Patients Payment History Receipt
- How to Import a Macro Template - Server Clients
- How To Import a New Macro - Cloud Clients
- How to Make Changes in Appoinment Book- Time Intervals, Time in between Appointments and Add, Delete Providers
- How to Move an Appt to the Correct Case