Getting Started
Set-Up Guide, Checklist, Where to Begin
- Invoicing Overview
- SOAP Process & Templates
- Set-Up / Link Your QuickBooks Account
- Getting Started Checklist
- Invoice Layout Format and Customize Default Invoice Notes
- Manage Pull-Down Lists
- How to Log-In & Download Mobile App
- Reports for Tracking Controlled Substances, Production, etc.
- Set-Up Stripe for Credit Card Payments
- Set-Up / Import Your Customers
- Manage Locations / Farms / Addresses
- Set-Up / Import Your Patients
- How to Do an Evaluation (App)
- Customize Assessment Discharge Summary
- Set-Up Staff & Account Users
- Sales Tax Set-Up and Management
- Manage Services/Prices (Plan Items) and Controlled Substances/Vaccines
- Set-Up Your GVL Account
- Registration
- Manage Practice Account Details