Microtraining Videos

Below you will find the most commonly requested "how to" demonstrations. Select the topic you would like to review and a separate browser window will open displaying your tutorial video.

(while holding the ctrl/cmd key and clicking on the menu item below will take you to the associated training video)

USER/THERAPIST PROFILE SETUP

Add or Remove User/Therapist License (License Management)
Add therapist profile as an assistant
Assign user functions/roles to a user profile
Assign a user/therapist access to a new facility
Add a PRN user
How to use Rendering Provider ID Numbers section
Upload a therapist signature
Attach a file to a user profile
Disable a User/Therapist account
Reset Login Attempts

SMTP SETUP FOR SENDING EMAIL and FAX

Setup SMTP Secure Messaging
Fax documents from ClinicSource

PATIENT REMINDER OVERVIEW

Patient Reminders Introduction

PATIENT PORTAL OVERVIEW

Patient Portal Introduction

CS INSIGHT OVERVIEW

CSInsights Introduction

SCHEDULER

Scheduler Overview
Switch between facilities
Create a new appointment type
Schedule a recurring appointment
Create a visit from an appointment on Scheduler

DOCUMENTATION

Clinicsource Documentation Training
Evaluations Overview & Custom Documentation
Update a patient's date of birth in the evaluation
Update a patient's diagnosis codes in the evaluation
Amend a signed document
Insert SOAP Notes from Visit Screen

BILLING

Populating Box 31 on CMS 1500 form
Applying modifier rules and Teletherapy rules
Applying reason codes under payments
Billing a Secondary Insurer
Enter patient authorizations
Setup a private pay insurer profile
Enter a procedure code as an encounter
Submitting an invoice via EDI
Billing under a supervisor
Populate box 19 in HCFA 1500 form
Remove treatments from an invoice
Create an Invoice Manually
Delete an Invoice Linked to a Payment
Invoice Non-Clinical Services
Posting a Credit Refund
Removing Treatments from an Invoice
Reviewing Invoices and Payments Associated with a Treatment

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