K
🧮
Eggmed help center
🚀
Getting started
🙋♀️
Creating your account
👩🏫
Understanding your dashboard
💻
Getting started with telehealth on Eggmed
🤝
How clients join the portal
📅
Schedule
👁️
Navigating calendar
⚠️
Managing conflicts
➕
Managing working hours
🔖
Booking sessions/events
🔄
Calendar sync
🤖
File management
🗂️
Files
👨👩👧👦
Team management
➕
How to add a team member and assign a role
👥
How to manage team permissions and access levels
👨👧👧
How to assign clients to team members
🚫
How to remove a team member
📞
AI agents
🗒️
AI note taker
⚙️
Settings
⚙️
Your account settings
⚙️
Practice settings
⚙️
Configuration
⚙️
Payment settings
💳
How to set up and use Stripe payments
👁️
How to change your Password?
📋
Documentation
📄
Assesment
📄
Client intake
📄
Note taking
🏦
Finances
👁️
Navigating the Finances tab
🗂️
Finances-All section
🗂️
Finances-Self pay section
🗂️
Finances-Insurance section
📝
How to create an Invoice?
📝
How to create a Superbill?
📝
How to create a Claim/CMS 1500?
🧍♀️
Clients
🧐
Viewing your Clients list
🥰
Client General tab
☹️
Client Activities tab
🤗
Client Sessions tab
🤓
Client Tasks tab
🤒
Client Records tab
🥱
Client Settings tab
😁
Client Messages tab
👀
How to view session reports
💬
Inbox
🆕
Creating a new conversation
🎯
Tasks
📍
Task creation
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