Go to "Administrative" menu and click "Edit Employee Data" as shown here:

Double-click on the name "Therapist" to open the employee edit page. You will put your information on that page.

Enter in the data that has the red headers. On all screens, the input boxes that have the red headers are required for insurance submissions. On this screen, the other fields are for documentation purposes only and are not used in the system at this time.

The 'Display Name" field on this and the "add new client" screen is automatically filled in with the first and last name entered when you click inside the box.

The "Formal / Display" name is the name that shows up on screens and some printed reports and letters.

The "No Show Fee" will be automatically populated onto your session notes screens when you document a scheduled appointment as 'no show.' You can then change the value on the session note if you want.

Go to the 'Insurance Company Lookup' screen off of the Admnistrative Menu. For a detailed description, click here. The database was pre-populated with many insurance companies, but they may not be the ones you use, or you may want to combine some or split others out. Look over this list and make any changes you need to make it your list. The addresses you enter will be the default addresses that will be populated on the client's individual insurance screen for mailing printed claim forms. Remember to double-check the address on the client's insurance card.

Go to the 'Edit Provider Insurance Info' screen off of the Admnistrative Menu. For a detailed description, click here. There will be the same list of insurance companies you entered into the above screen, but you now have the opportunity to plug in your NPI and legacy numbers that will appear on your claims.

Also from the Administrative Menu, go to the 'Service Code Edit' screen. For detailed instructions, click here. The check-box to the left allows you to control which items show up on the pull-down list on the session screen when you document the type of session it was. Check the box for those items you want on the pull-down list. Add, delete, or edit the list to suit your business. The second column allows you to control the sequence of the items on that same pull-down menu. On the session note screen, when you click the first letter in the white input box for the service, the first item on the list that matches that letter will automatically appear. If you arrange the items so the ones you use most offen to the top of the list, you will make your data entry more convenient as you can then typically just type the first letter of the service in the service input box.

That's all you need to do for your initial setup. Next, you will set up your clients' information.