Using TreatAnyone

Approvals

• Approving Items (Article)

Calendar

• Find Coverage for a Session (Article)
• Missing Appointment, Report, or Assessment (Article)
• Quick Schedule an Appointment (Article)
• Re-sync Google Calendar (Article)
• Schedule a Session (Article)
• Search for Availability (Article)

Config

• Creating Named Discounts (Article)

Global menu

• Global Actions (Article)
• Print Sign In Sheets (Article)

Managing your caseload

• Creating a Group (Article)
• Adding a Client (Article)
• Caseload Page (Article)

Navigating the client chart

• Managing Treatment Modifications (Article)
• Enhanced Amendment Workflow (Article)
• Start a New Conversation (Article)
• Create a Clinical Report from the Chart (Article)
• Email a Chart Item (Article)

Navigating the client profile

• Complex Billing Rules (Article)

Navigating your profile

• Enter Your Working Hours (Article)

Referrers

• Adding a Referrer (Article)
• Adding an Organization (Article)

Task management

• How to Accept Homework (Article)
• How to Assign Homework (Article)
• Filtering Tasks (Article)
• How to Complete an Individual Attendance Task (Article)
• Deleting a Task (Article)
• Completing a Custom Task (Article)

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