Roster
Everything you need to know about Roster and how to use it.
Internal Forms Overview
Overview Internal Forms are the perfect tool to allow you to complete forms a...
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Roster Sharing Overview for Providers
Overview To encourage collaboration and continuity of care among providers an...
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How To Verify Your Roster Contacts
Overview The following article will walk you through the steps to verify your...
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How to Confirm Client's Insurance Eligibility
Being able to check your client’s eligibility for insurance before committing...
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How to Use Your Roster
Overview The Roster is a centralized client management system that allows you...
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How to Update a Patient's Email Address
Overview Do you have a client that is changing their email address or booked ...
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How To Use Profile
Overview The Profile page in Roster is a centralized area where you can store...
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How To Add and Search for Contacts
Overview Within the Roster tab, you can now quickly add, view, and search all...
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How to Delete Form Assignment in Roster
Overview If you have accidentally assigned extra forms to your client, you wi...
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How To Download Session Notes as PDFs
Overview Looking to download session notes from a session onto your local des...
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How to Remove Contacts From Your Roster
Overview Need to remove a Roster contact? Removing contacts from your Roster ...
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How to Configure Custom Roster Fields
Overview Providers, coordinators, and administrators are able to create custo...
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