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๐ŸงฎEggmed help center
๐Ÿš€Getting started
๐Ÿ™‹โ€โ™€๏ธCreating your account
๐Ÿ‘ฉโ€๐ŸซUnderstanding your dashboard
๐Ÿ’ปGetting started with telehealth on Eggmed
๐ŸคHow clients join the portal
๐Ÿ“…Schedule
๐Ÿ‘๏ธNavigating calendar
โž•Managing working hours
๐Ÿ”–Booking sessions/events
๐Ÿ”„Calendar sync
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆTeam management
โž•How to add a team member and assign a role
๐Ÿ‘ฅHow to add a new role
๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘งAdding teams and departments
๐Ÿ‘ฅManaging supervision
โš™๏ธSettings
โš™๏ธManaging your profile
โš™๏ธUsing your calendar
โš™๏ธManaging notifications
โš™๏ธManaging sessions
โš™๏ธUnderstanding superbills
โš™๏ธOrganisation settings overview
โš™๏ธManaging services
โš™๏ธManaging locations
โš™๏ธManaging team access and supervision
โš™๏ธManaging templates
โš™๏ธManaging billing profiles
โš™๏ธManaging fee schedules
โš™๏ธManaging payment providers
โš™๏ธEligibility settings overview
โš™๏ธCopay automation
โš™๏ธBilling rules overview
โš™๏ธPayer setup
๐Ÿ’ธBilling tab
My billing
Good faith estimates (GFEs)
Billing reports overview
Payments overview
Remittances overview
Claims overview
Invoices overview
Billing accounts
Billing overview
๐Ÿ‘ฅClients
Editing a client profile and resetting a password
Client profile overview
How to assign intake templates to a client
๐Ÿง‘โ€๐ŸณRevenue cycle management
Adjustments & reconciliation
Claims management
Payments & ERAs
Insurance setup
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Revenue cycle management

1 min
Updated 19 Feb 2026
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