Software Navigation
The Opportunity Board
Settings
- Add Your Phone Number for SMS Text Notifications
- How to Change Your Email
- How to Reset Your Password
- How to edit your Service Types
- Posting Your Public Profile on Your Website
- Turning on the Dual-Factor Authentication
Resources
Journaling
Payment Method
Transfers
Session Billing
Super Bill
Billing & Payments
- Creating a Stripe Account
- Connecting an Existing Stripe Account Through Telehealth Portal
- How to reconnect a single provider Stripe Account
- Turning on Billing for an specific client
- Exporting Session Notes
- Personal Stripe Account Support
Provider Plans & Subscriptions
eSign & Custom Form Templates
Document Storage & Sharing
- How Can a Provider Remove Template Documents from a Patient Account?
- Admin Document Storage and Sharing
- Downloading a Client's Session List
- Note Taking
- The Difference Between a PDF Form/Template and a Document
- Sending a Document
Instant Chat
Admin Scheduling
Client Session Requests
Provider Scheduling
- The New and Improved Session Scheduler
- Sending a Session Invite Via Text Message
- Scheduling Group Sessions
- Canceling an Available Time Block
- Scheduling a repeating session
- Canceling a Repeating Session
Secure Messaging
Managing Clients
- Editing a Client's Email and Resending the New Patient Invitation
- How to change the Time Zone associated with your client Account
- Batch Upload / Mass User Import
- Broken Link?
- Client Registration Process
- Remove a Client from the Client List
Video/Audio Troubleshooting
- Browser Related Issues
- Enable Cookies on Your Browser
- Issues with iPhone/iPad APP
- I am hearing an echo while video conferencing. What should I do?
- Video network connectivity requirements can be found here.
- What happens if a session is terminated due to a technical failure?
Video Conferencing
- VisuWell's Video Session Overview
- Sip Dial Out Feature in Video Session
- How to Screen Share in a Video Session
- Setting up Internet Explorer for Video Sessions
- Whiteboard Feature Overview
- How to set a session's status