Tutorial
Tutorials CompanyOn app
Confirmation & Cancelation of Appointments online Feature
Discover how CompanyOn’s confirmation and cancellation feature improves client communication and reduces scheduling hassles. A simple way to manage appointments in real time—fully automated and easy to use.
CompanyOn Client’s Route Map
CompanyOn helps solo practitioners run their practice by streamlining all aspects of patient care. From the moment a client books an appointment, to the moment a client pays for healthcare services. All done online, in a safe and simple way.
Welcome to CompanyOn’s specialized foot care charting
CompanyOn’s foot care charting tool helps you document treatments with photos, notes, and assessments. Choose from SOAP, 2D foot diagrams, or risk charts for detailed client care
How to set up third parties to invoice:
How to set up third parties to invoice This feature allows you to assign invoices to a party other than your client. It is a perfect solution when your services need to be charged to a facility or someone other than your client.Let’s show you how it works.Try Our...
How to re-issue an invoice
How to re-issue an invoice and reverse a payment This feature allows you to annul a receipt issued by mistake and re-issue the respective invoice. This is a perfect solution to when a payment was tracked by mistake, either because the method of payment was wrong or...
How to merge invoices
How to merge invoices This feature allows you to group invoices and submit them at once for your clients or a third party to pay. A good example of when to use this feature is when a facility contracts your services for its residents. You can use the merge feature to...
eConsent form Templates
Welcome to CompanyOn's eConsent Template Forms Our eConsent form template allows you to create and customize a consent template for your services so your clients can make informed decisions in a simplified and consistent way.Let’s show you how it works.Try Our...
Tags/Identifiers
Welcome to CompanyOn's Tags/Identifiers This feature allows you to assign any kind of alerts, be it for medical reasons or for specific information you want to identify your client by, such as location or special needs regarding their care.Let’s show you how it...
Waitlist
Welcome to CompanyOn’s waitlist. This feature allows you to create a list of appointment times that are currently booked.Giving you an opportunity to remind yourself of such requests and schedule a visit as soon as an opening becomes available.Let’s show you how it...
CompanyOn Product Feature
Welcome to CompanyOn's Product Retail Feature This feature allows you to add and list products on your CompanyOn account, making it easier to offer and billing products as part of your services. Products can be billed together with your current services or separately....
CompanyOn Calendar
Welcome to CompanyOn Calendar. This feature allows you to Effortlessly book, check-in, send automated notifications of appointments, process payments and access your client’s records. All in one place.Let’s show you how it works.Sign upFor frreeFocus on growing your...
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