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 a Referral Template (Article)
• Creating Named Discounts (Article)
• Understanding Data Entry Types in TreatAnyone Templates (Article)

Global menu

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

Managing your caseload

• Managing Complex Billing in TreatAnyone (Article)
• Creating a Group (Article)
• Adding a Client (Article)
• Caseload Page (Article)

Navigating the client chart

• How to Create a Specialist Referral (Article)
• PDF Downloads Aren't Working (Article)
• Managing Treatment Modifications (Article)
• Enhanced Amendment Workflow (Article)
• Completing a specialist referral (Article)
• Overview of SREFs in TreatAnyone (Article)

See all 9 articles

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)

See all 8 articles