SFVCMHC, FreshDesk Exym tickets

There can only be one location assigned to the client’s chart, however notes can be billed/added out of multiple locations. What the clinician would just ne...

There isn’t a way to assign two primary therapists under one client’s chart in the system.

This is done on the accounting menu. Accounting -> Manage Claims -> Individual Activities -> Locate the claim on the grid -> There is a butt...

You can pull back a note yourself until midnight of the same day. Past that, IF your notes require approval your supervisor can return it. If your n...

The minutes recorded in session duration are credited to all clinicians participating in a group activity. For example, if three staff participate in a plan...

You can go into the goal screen and click on 'Repeat'.  This will make a copy of the current goal but will let you enter a new effective date.  Once...

There are some moving parts here.  The most important factor that determines this is the clinician's access level.  It needs to match how you want them ...

Complete the PFI as follows: 1. Add all of the data to the various fields on the PFI until it's completely filled out and ready to sign. This can be do...

To enable self-serve password reset, please fill out your security questions by going to HOME->UPDATE YOUR USER ACCOUNT and clicking 'Manage Security...

Here are steps to take for ALL test clients. First, Use the word TEST in the client name. fname or lname, not middle name   In order for the test client ...