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How to set up third parties to invoice:

by CompanyOn | Sep 11, 2021 | All Tutorials, Online Payment | 0 comments

How to set up third parties to invoice

This feature allows you to assign invoices to a party other than your client. It is a perfect solution when your services need to be charged to a facility or someone other than your client.

Let’s show you how it works.

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First go to your client’s profile and click on assign invoice to. You will be able to choose between a guardian or a contact.



Complete their contact information and if needed add any notes.



Once the information is added, both invoices and receipts will reflect the third party information in addition to the description of your services and the name of the client.



That's is it!

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How to re-issue an invoice

by CompanyOn | Sep 11, 2021 | All Tutorials, Online Payment | 0 comments

How to re-issue an invoice and reverse a payment

This feature allows you to annul a receipt issued by mistake and re-issue the respective invoice. This is a perfect solution to when a payment was tracked by mistake, either because the method of payment was wrong or the transaction never took place

Let’s show you how it works.



Go to the payment module in your Companyon account. Select the payment you want to reverse and click on the delete icon. This action will automatically reissue the invoice.



Next, head to the invoice module. Find the invoice that was reissued and you can now reprocess the payment.



Note that a notice stating that the first receipt issued had been annulled. Providing transparency to your practice and accounting reports



That's is it!

Ready to make the switch?

Try Our Platform Free for 14 days.

Start My Trial

See CompanyOn in Action

Schedule A Free 1:1 Personalized Demo

Book a Demo

How to merge invoices

by CompanyOn | Sep 11, 2021 | All Tutorials, Online Payment | 0 comments

How to merge invoices

This feature allows you to group invoices and submit them at once for your clients or a third party to pay.
A good example of when to use this feature is when a facility contracts your services for its residents. You can use the merge feature to group your invoices for each client and submit them at once to the facility

Let’s show you how it works.



Head to your Invoice module and choose the invoices you would like to merge. You can use the search feature to find the ones you want faster.



Once selected, please click the merge tab. A new invoice with all the invoices merged will be created. Note that you can merge invoices only for the same client.



That’s it. Now that your invoices are merged into one, you are ready to process it and get paid!

Ready to make the switch?

Try Our Platform Free for 14 days.

Start My Trial

See CompanyOn in Action

Schedule A Free 1:1 Personalized Demo

Book a Demo

eConsent form Templates

by CompanyOn | Sep 11, 2021 | All Tutorials, Smart Charting | 0 comments

Welcome to CompanyOn’s eConsent Template Forms

Our eConsent form template allows you to create and customize a consent template for your services so your clients can make informed decisions in a simplified and consistent way.

Let’s show you how it works.



You can create or customize as many eConsents forms as you need by going into your admin menu and clicking on the templates tab.



To create your own, please click on the create tab. Give a name to the template you are creating and on the form builder add any information you would like your client to consent as part of the services you provide.



You can use our special shortcut by typing 2 square brackets, to pre-populate your client’s and practice’s information. So every time you want to send a consent, this information will be automatically populated. Otherwise, you can always draft a consent with the information you want manually.



Once you have added the content you need, save the template. You will now be able to send your eConsent via our online forms



Head to the timeline and click on online forms to select the consent you wish to send electronically.



That it is. You can now access your eConsent form from your patient’s timeline via online forms. Every time you create a new eConsent , it will be listed as part of your online forms.

Ready to make the switch?

Try Our Platform Free for 14 days.

Start My Trial

See CompanyOn in Action

Schedule A Free 1:1 Personalized Demo

Book a Demo

Tags/Identifiers

by CompanyOn | Sep 11, 2021 | All Tutorials, Smart Charting | 0 comments

Welcome to CompanyOn’s Tags/Identifiers

This feature allows you to assign any kind of alerts, be it for medical reasons or for specific information you want to identify your client by, such as location or special needs regarding their care.

Let’s show you how it works.



To create or add a tag, please head to “My Tags” link found in your account settings or directly on your client's profile.



You will be able to create, edit or delete any tag/identifier.



Once a tag is added to a client’s profile, They will show below the client’s name in the timeline as a reference and as part of their appointment information in the calendar thereafter



That's it!

Ready to make the switch?

Try Our Platform Free for 14 days.

Start My Trial

See CompanyOn in Action

Schedule A Free 1:1 Personalized Demo

Book a Demo

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How to set up third parties to invoice

Let’s show you how it works.

First go to your client’s profile and click on assign invoice to. You will be able to choose between a guardian or a contact.

Complete their contact information and if needed add any notes.

Once the information is added, both invoices and receipts will reflect the third party information in addition to the description of your services and the name of the client.

That's is it!

Ready to make the switch?

See CompanyOn in Action

How to re-issue an invoice and reverse a payment

Let’s show you how it works.

Go to the payment module in your Companyon account. Select the payment you want to reverse and click on the delete icon. This action will automatically reissue the invoice.

Next, head to the invoice module. Find the invoice that was reissued and you can now reprocess the payment.

Note that a notice stating that the first receipt issued had been annulled. Providing transparency to your practice and accounting reports

That's is it!

Ready to make the switch?

See CompanyOn in Action

How to merge invoices

Let’s show you how it works.

Head to your Invoice module and choose the invoices you would like to merge. You can use the search feature to find the ones you want faster.

Once selected, please click the merge tab. A new invoice with all the invoices merged will be created. Note that you can merge invoices only for the same client.

That’s it. Now that your invoices are merged into one, you are ready to process it and get paid!

Ready to make the switch?

See CompanyOn in Action

Welcome to CompanyOn’s eConsent Template Forms

Let’s show you how it works.

You can create or customize as many eConsents forms as you need by going into your admin menu and clicking on the templates tab.

To create your own, please click on the create tab. Give a name to the template you are creating and on the form builder add any information you would like your client to consent as part of the services you provide.

You can use our special shortcut by typing 2 square brackets, to pre-populate your client’s and practice’s information. So every time you want to send a consent, this information will be automatically populated. Otherwise, you can always draft a consent with the information you want manually.

Once you have added the content you need, save the template. You will now be able to send your eConsent via our online forms

Head to the timeline and click on online forms to select the consent you wish to send electronically.

That it is. You can now access your eConsent form from your patient’s timeline via online forms. Every time you create a new eConsent , it will be listed as part of your online forms.

Ready to make the switch?

See CompanyOn in Action

Welcome to CompanyOn’s Tags/Identifiers

Let’s show you how it works.

To create or add a tag, please head to “My Tags” link found in your account settings or directly on your client's profile.

You will be able to create, edit or delete any tag/identifier.

Once a tag is added to a client’s profile, They will show below the client’s name in the timeline as a reference and as part of their appointment information in the calendar thereafter

That's it!

Ready to make the switch?

See CompanyOn in Action

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