1. Adding Patients

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Once you have successfully logged into the Connect and Coach platform, your first task is to add your patients so that you can begin to schedule and document your patient interactions. To add a patient: Once you have entered the minimum required fields, the Create a New Patient button will be enabled. First Name, Last Name, […]

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2. Generate a Superbill

For billing purposes, Connect and Coach enables you to generate a Superbill as a receipt for services for patients that pay out of pocket. The Patient Information screen opens.   The Superbill Form screen opens. A Superbill Form is generated in PDF format:   This document can be printed and given to the patient as a receipt of services with […]

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2. E-mailing a Pre-Assessment Survey (PSA) link

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Any patient added to Connect and Coach has the option to complete a pre-assessment survey through a secure online patient portal.  If you have the patient’s e-mail address when you create their record  in Connect and Coach, you can choose to email a link to the pre-assessment survey in advance of your appointment. You can […]

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3. Consent and Waiver Signatures

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PHRQL provides a way for you to store electronically signed consent and waiver forms for your patients.  You can gather consent signatures in one of two ways.  1.) the customer can sign the consents before they attend a session while completing the pre-assessment questionnaire (PSA) or,  2.) you can have them sign the consents […]

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