Admin- Set Up
The Articles within this section, will provide a complete walk through on how to set up each button in the Admin section of your CoAction database. Each Article added contains an attachment that allows you to download and print the article, This is helpful if you would like to have a copy of the provided instructions or create a training folder in your clinic, You will also see Training videos displayed at the bottom of the article if one is available.
- How to Create and Use Document Templates
- Users
- Providers
- Billing Entities
- Clinic
- Reason of Visit (ROV)
- List Manager
- ICD Codes
- CPT Codes
- CPT Groups
- Price List
- Fee Schedules
- Payers
- Referral Source- Admin
- SOAP Notes
- Care Plan Template
- Visit Alerts
- Referring Provider
- Attorney's
- Global Settings
- Payment Settings (Forte)
- Systems Settings
- Modifiers
- Place of Service
- Locks
- Log Off User
- Facility
- Support Center (Support Portal)
- Appointment Reminders
- Email Settings