Release Notes
- v6.5 & 202.0.0 Release Webinar April 2026
- v6.5 & 202.0.0 Release Notes April 2026
- v6.4 Release Webinar April 2026
- v6.4 & 201.2.0 Release Notes April 2026
- v6.3 Release Webinar March 2026
- v6.3 Release Notes March 2026
Admin
- Adding Teams & Types of Users Overview (Guide & Video)
- Contact Statewise Support (Guide)
- CRM: Adding Referral Sources (Guide & Video)
- Employee Match Scoring (Guide)
- Exclude a Clinician from Seeing Patient
- Form & Service Code Association Guide
Billing
- 4 Key MEC Reports (Guide & Video)
- A/R: Claim Status & Snooze (Guide)
- Accounts Receivable A/R Overview (Video)
- Adding Modifiers, Codes, & Payers (Guide & Video)
- Auth Templates & Authorization Request (Guide)
- Auth Templates Overview (Guide)
Calendar
- Assignment Audits (Guide)
- Auto-Verification Parameters (Guide)
- Auto-Verification Process
- Avoid Overlapping Visits (Guide)
- Calendar Overview (Video)
- Calendar: Scheduling (Video)
Clients
- Accessing Auth Forms (Guide)
- Adding Contact User & Granting Family Access (Guide)
- Adding New Client: Quick Intake & Client Profile (Guide & Video)
- Adding Patient Skills & Service Types (Guide)
- Adding Physician to Care Team (Guide)
- Avoiding Duplicate Clients (Guide)
Clinical
- Adding Physician (Guide & Video)
- Best Practices for Creating & Charting Goals Guide
- Client Admission Statuses (Guide)
- Clinical Templates (Guide & Video)
- Clinical: Completing a Supervisory Visit (Guide)
- Clinical: Create New POC/485 (Video)
Communication/Notifications
Eligibility
Employees
- Adding New Employee & Employee Profile (Guide & Video)
- Adding Skills & Disciplines to Employee Profiles (Guide)
- Clinician Rating (Guide)
- Employee Initial Login, Set Password & Security Questions (Guide)
- Employee: Weekly Target/Min Required (Guide)
- Exclude a Clinician from Seeing Patient
EVV
- Assignment Audits & Verification (Guide)
- Calendar: EVV Data Overview
- Celltrak Carebridge EVV (Guide)
- Celltrak Sandata EVV (Guide)
- Celltrak Tellus EVV (Guide)
- Client Profile: Update Geolocation (Guide)
Facility
- Creating & Managing a Facility
- Creating Facility Tasks
- Facility & Client Inventory Management
- Facility Charting Guide
- Facility Off-Site Guide
- Facility: Scheduling Client/Employee with a Facility
Faxes
- Fax Comprehensive Guide (Guide)
- Inbound Faxes (Guide)
- Outbound Faxes: Auths & Certs (Guide)
- Outbound Faxes: Client Chart (Guide)
- Outbound Faxes: Client Profile (Guide)
- Outbound Faxes: Clinical Orders (Guide)
Mobile App
- Adding/Changing Medication Times in a PDN Visit (Video)
- Clinician Overview (Video)
- Clocking In/Out & Submitting an Assignment (Guide)
- Clocking In/Out Only Shifts (Guide)
- Enabling Push Notifications (Guide)
- Family User Overview (Video)
Payroll
Reports
Settings
- Applying Tags (Guide & Video)
- Authorization Statuses (Guide & Video)
- Authorization Statuses Overview (Guide)
- Creating Tags & Calendar Matching (Guide & Video)
- Patient Permissions (Guide)
- Permissions (Guide & Video)