Roster

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

Internal Forms Overview

Internal Forms are the perfect tool to allow you to complete forms and assess...

Written by Ly Do

• Last updated September 29, 2021 14:31

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

How to Use Your Roster

The Roster is a centralized client management system that allows you to view ...

Written by Helen

• Last updated October 04, 2021 13:00

How to Update a Patient's Email Address

Do you have a client that is changing their email address or booked an appoin...

Written by Ly Do

• Last updated October 06, 2021 16:50

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 August 23, 2021 16:43

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 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 Remove a Contact From Your Roster

Need to remove a Roster contact? Removing contacts from your Roster in OnCall...

Written by Anne

• Last updated September 30, 2021 13:54

How to Search for Client Profile Details in Roster

If you are looking to search for a client based on their phone number, health...

Written by Ly Do

• Last updated September 29, 2021 19:06

How to Configure Custom Roster Fields

Providers, coordinators, and administrators are able to create custom fields ...

Written by Ly Do

• Last updated September 29, 2021 19:23