CoCharts Mental Health
Clinic portal guide
Run your clinic from one place. Explore the shared schedule, patient directory, staff, billing, payroll, and practice settings in the clinic portal.
12 topics · 36 articles
Explore the clinic portal
Guides for clinic administrators and front-desk teams, organized around the tools in your portal. Administrator-only tasks are labeled.
- Getting startedSign in as clinic staff, set up the practice, and get oriented on Home.3 articles
- Staff & provider setupInvite the team, manage roles, and assign provider services, locations, and hours.5 articles
- Clinic scheduleCoordinate appointments, booking requests, attendance, and calendars across providers.5 articles
- Patients & intakeManage the clinic directory, intake invitations, administrative records, and care teams.3 articles
- Clinic billingWork with clinic-wide balances, invoices, payments, receipts, and refunds.3 articles
- PayrollFor clinic administrators: configure provider pay rules, review earnings, and record payouts.3 articles
- Clinic online bookingPrepare the clinic booking page, provider availability, reminders, and cancellation rules.2 articles
- Clinic chatUse Chat for patient office conversations and coordination with colleagues.2 articles
- Clinic reports & activityExplore clinic-wide financial and activity reports, exports, and the Activity Log.2 articles
- Practice settingsManage clinic identity, services, locations, intake, payments, and subscription settings.4 articles
- Importing clinic patientsFor clinic administrators: review a patient spreadsheet and assign primary clinicians.2 articles
- Copilot for clinic staffGet help finding clinic tools and completing the operations available to your role.2 articles
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