3. Session Billing Configuration

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Connect and Coach allows you to classify educational sessions as billable and non-billable. To configure these settings: The Session Billing Configuration screen is divided between Billable Subsessions and Non-Billable Subsessions. In each section, you can add, update or delete a subsession. Adding a New Billable Subsession To add a new billable subsession: The Add Billable Subsession […]

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5. Adding Program Forms

Connect and Coach allows you to upload forms specific to your program.  Examples include a nutrition counseling consent and HIPAA privacy policy.  These forms are housed under the Program tab within the Program Forms tab.

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