Hello, what can we help you find?

Getting Started

How to provision your account to begin billing and charting your notes.

9 articles

Video Conferencing/Telehealth

1 article

Account Access

How to manage access, privileges and usernames.

8 articles

Wiley Treatment Planner and Progress Notes

8 articles

Billing - Creating a Session and Invoicing

9 articles

Electronic Billing

19 articles

Payments

How to enter insurance and client payments.

6 articles

Electronic Remittance Advice (ERA)

1 article

General

12 articles

Reporting - Client

6 articles

Reporting - Payment Reconciliation

3 articles

Reporting - Misc

6 articles

Linking with Jituzu

3 articles

To Do List

1 article

Out-of-Network or Fee-for-Service Billing

1 article