A. Getting Started Guide(3)

• 1. Platform Overview
• 2. Accessing Connect and Coach
• 3. Terminology

B. Adminstrator Guide(6)

• System Administration(1)

• Merging Patients
• 1. Managing Security and Access
• 2. Fax Account
• 3. Session Billing Configuration
• 4. Setting up program-wide e-mail templates
• 5. Adding Program Forms

C. Dietitian User Guide: Patient Management(7)

• 1. Adding Patients
• 2. E-mailing a Pre-Assessment Survey (PSA) link
• 3. Consent and Waiver Signatures
• 4. Setting Goals
• 5. Entering PES Statements
• 6. Messaging Patients using Connect App
• 7. Pre-Assessment Questionnaire Example (Printer Friendly)

D. Dietitian User Guide: Patient Sessions(5)

• 1. Individual 1:1 Classes
• 2. Follow Up Sessions
• 3. Group Sessions
• 4. Updating or Reviewing Past Sessions
• 5. Switch Sites (Stores)

E. Dietitian User Guide: Billing and Claims(3)

• 1. Generate a CMS-1500 Form (formerly HCFA-1500)
• 2. Generate a Superbill
• Generate CMS-1500 Form

F. Dietitian User Guide: Reporting(4)

• 1. Snapshot Reports for Referrers of Patients
• 2. Patient No Show Report
• 3. Delta Report
• 4. Create New Filter Report Template

G. Dietitian User Guide: Communications(3)

• 1. Outgoing Faxes
• 2. Incoming Faxes
• 3. Fax Log

H. Using the Calendar(5)

• 1. Scheduling a 1:1 Class*
• 2. Scheduling a Group Class
• 3. Scheduling Multiple Classes at Once
• 4. Sync Calendar to another calendar
• 5. RD Reminder Settings

I. Video Tutorials(10)

• Patient Records – 1 – Resetting a Patient’s Password
• Patient Records – 2 – Search for Existing Patient Record
• Patient Records – 3 – Create a New Patient Record
• Sending PSA – 1- New Customer
• Sending PSA – 2 – Established Customer
• Sending PSA – 3 – Viewing pdf file
• Comparative Standards – 1 – Choose a formulae
• Comparative Standards – 2 – Add Diet Modifiers
• Comparative Standards – 3 – Dietitian Recommendation
• Generate CMS-1500 Form

J. FAQ(5)

• Is the PSA a required form?
• Can you send 2 PSAs to separate customers who share an email address?
• Can you run a report that shows how many patients were seen by an RD over a specific time period?
• Why can’t I access PHRQL outside of my store?
• What is the best way to work with two patients during the same visit?

K. Training Webinars(2)

• Program Overview Webinar
• Reports Training Webinar