Roster

Everything you need to know about Roster and how to use it.

Provider: How To Verify Your Roster Contacts

Overview The following article will walk you through the steps to verify your...

Written by Anthony Ivanovsky

• Last updated July 27, 2021 19:44

How to Confirm Client's Insurance Eligibility

Being able to check your client’s eligibility for insurance before committing...

Written by Ly Do

• Last updated July 12, 2021 20:39

Roster Overview

Roster is a centralized management system where you can view all of your pati...

Written by Helen

• Last updated July 07, 2021 17:53

How to use Profile

The Profile page in Roster is a centralized area where you can store all of y...

Written by Helen

• Last updated August 11, 2020 15:11

How to add and search for contacts in Roster

In Roster, you can now quickly add, view and search all of your patient profi...

Written by Helen

• Last updated July 07, 2021 17:53

How to create new appointments in Roster

You can now easily create all of your appointments directly from Roster! You’...

Written by Helen

• Last updated July 07, 2021 17:54

How to Assign a Form without an appointment

Originally, providers are only able to assign a form to their client if there...

Written by Ly Do

• Last updated July 07, 2021 17:54

How to Delete Form Assignment in Roster

If you have accidentally assigned extra forms to your client, you will now be...

Written by Ly Do

• Last updated July 28, 2021 15:04

How to Share Files/ Attachments without an appointment

If you are looking to share a file with your client without having to create ...

Written by Ly Do

• Last updated July 28, 2021 14:56

How to use notes in Roster

You are now able to take notes in Roster for your patients and session notes....

Written by Helen

• Last updated July 28, 2021 14:30

How to download Session Notes as a PDF in Roster

You can download your session notes as a PDF from Roster directly to your com...

Written by Helen

• Last updated July 07, 2021 17:55

How to store Secured File Attachment in Roster

Do you have any files that you want to attach to a client's profile for your ...

Written by Ly Do

• Last updated July 07, 2021 17:55

How to Remove a Contact from Roster

You are now able to remove contacts from your Roster as a provider or coordin...

Written by Anne

• Last updated July 07, 2021 17:55

How to Search for Client's Profile Details in Roster

If you are looking to search for your client based on their phone number, hea...

Written by Ly Do

• Last updated July 07, 2021 17:55

How to configure Custom Roster Fields as a provider

Providers and administrators are now able to create custom fields that will b...

Written by Ly Do

• Last updated July 07, 2021 17:56