VIDEO TUTORIALS(858) 509-7787
Learning CoAction Series
TUTORIALS BY DATE:
The whole enchilada
Care Plan Admin
April 8th, 2010
• Creating care plan templates in admin
Care Plan Patient
April 8th, 2010
• Adding a care plan to patient's case
Rolodex
April 8th, 2010
• A quick overview of the Rolodex and how to customize
it for each user.
Toolbar
April 8th, 2010
• A quick overview of CoAction's Toolbar
Admin
April 8th, 2010
• A quick overview of the Admin and its tools.
Login
April 8th, 2010
• Logging in for the first time
User
April 8th, 2010
• Learn how to add a user to the system.
User Groups
April 8th, 2010
• Assign privileges to groups of users (user groups)
Clinics
April 8th, 2010
• Add, edit, and inactivate clinics.
Reasons for Visit
April 8th, 2010
• Set up different times and colors for all the different reasons a patient comes into the office.
Setting up Payers
April 8th, 2010
• Set up payers, printing options for 1500 forms and scrubing.
Billing
April 8th, 2010
• Billing information for clinic or providers.
Providers
April 8th, 2010
• Add providers into CoAction.
Modifiers
April 8th, 2010
• Access, add, edit and delete modifiers.
CPT Codes
April 8th, 2010
• Configue, add, delete CPT codes.
Price List
April 8th, 2010
• Create your clinic's pricelist
Schedule
April 8th, 2010
• Set up fee schedule for each payer.
• Set up multiple fee schedules.
ICD Codes
April 8th, 2010
•Create a list of your most commonly used ICD codes.
• Add and delete ICD codes from master list.
List Manager
April 8th, 2010
• Learn how to manage all drop down lists.
Place of Service
April 8th, 2010
• Add and delete places of service
Referring Provider
April 8th, 2010
• How to add referring providers.
Facility
April 8th, 2010
• Add facilities list for out of office treatments rendered.
Attorneys
April 8th, 2010
• Add attorneys to the master attorneys list.
System Update
April 8th, 2010
• Select a time which CoAction updates software.