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General Overview

• What is Zencare Practice Management?
• How Do I Access Zencare Practice Management?
• What Browser Should I Use?
• Does Zencare Practice Management Work on My Phone?
• Training
• Does Zencare Practice Management Have an App?
• Is There a Free Trial?
• I Have an Office Admin - Can I Grant Them Access to My Zencare Practice Management Account?
• View all articles in “General Overview”

Getting Started

• Welcome to the Getting Started Guide
• Step 1 - Logging In
• Step 2 - The Essential Settings
• Step 3 - Adding and Managing Clients
• Step 4 - Add a Service
• Step 5 - Scheduling Sessions
• Step 6 - Write a Session Note
• Step 7 - Bill for the Session
• View all articles in “Getting Started”

Core Features

• How Can I View Important Client Details Directly From the Calendar?
• Sync Your Calendar with a Third Party Program
• General Overview of the Calendar
• Using Privacy Mode to Schedule Sessions
• Can I Print My Zencare Practice Management Calendar?
• How Can I See More Time In The Calendar?
• What To Do If You Can't See Your Sessions
• Customizing Your View Options
• View all articles in “Core Features”

Client Portal & Online Booking

• Client View: Booking Sessions
• Online Credit Card Pre-Authorization Overview
• Enabling Online Credit Card Pre-Authorization
• Client View: Account Summary
• General Overview of the Client Portal
• Benefits of Online Booking
• Benefits of Clinical Measures
• Benefits of Online Intake and Consent Forms
• View all articles in “Client Portal & Online Booking”

Group Edition

• Welcome to the Group Edition Getting Started Guide
• Step 1 - Limiting User Access in Zencare Practice Management
• Step 2 - Therapist Profiles
• Step 3 - Services and Fees Guide
• Step 4 - Supervisors
• Step 5 - Granting Access
• Group Edition Settings
• Understanding Zencare Practice Management's User Types
• View all articles in “Group Edition”

Video Therapy

• Getting Started
• What is Video Therapy?
• Client Guide
• Collaborative Video
• Granting Client Access to Client Portal
• Couples and Family Sessions
• Hosting a Session
• The Client Experience
• View all articles in “Video Therapy”

Insurance

• What is a Superbill?
• Setting up Your Account for Superbills
• Creating Superbills
• Sending Superbills
• Setup Part 2 - Connecting Your Account to Change Healthcare
• Unadjudicated Claims
• Change Healthcare Insurance Integration
• Setup Part 1 - Ensuring Your Zencare Practice Management Clinical Account is Configured
• View all articles in “Insurance”

Security & Compliance

• Is Zencare Practice Management Compliant?
• Can I Keep a Copy of My Files in Local Storage?
• Once I Upload Information to Zencare Practice Management, Who Owns the Information?
• Should I Reference Zencare Practice Management on My Practice Consent Forms?
• Power of Attorney
• Is There a Privacy Mode?
• Failed Log-in Notifications

Zencare Payments & Integrated Processing

• Zencare Practice Management Payments Overview
• Getting Started - Merchant Enrollment
• What is PCI Compliance?
• Frontline Compliance: Dos and Don’ts
• PCI Compliance
• Merchant Application Underwriting - What You Should Know
• Processing Transactions
• Refunding Transactions
• View all articles in “Zencare Payments & Integrated Processing”