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Eggmed help center
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Getting started
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Creating your account
๐ฉโ๐ซ
Understanding your dashboard
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Getting started with telehealth on Eggmed
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How clients join the portal
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Schedule
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Navigating calendar
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Managing conflicts
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Managing working hours
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Booking sessions/events
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Calendar sync
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File management
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Files
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Team management
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How to add a team member and assign a role
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How to manage team permissions and access levels
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How to assign clients to team members
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How to remove a team member
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AI agents
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AI note taker
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Settings
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Your account settings
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Practice settings
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Configuration
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Payment settings
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How to set up and use Stripe payments
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How to change your Password?
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Documentation
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Assesment
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Client intake
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Note taking
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Finances
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Navigating the Finances tab
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Finances-All section
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Finances-Self pay section
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Finances-Insurance section
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How to create an Invoice?
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How to create a Superbill?
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How to create a Claim/CMS 1500?
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Clients
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Viewing your Clients list
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Client General tab
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Client Activities tab
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Client Sessions tab
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Client Tasks tab
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Client Records tab
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Client Settings tab
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Client Messages tab
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How to view session reports
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Inbox
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Creating a new conversation
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Tasks
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Task creation
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