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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
How to assign intake templates to a client
๐Ÿง‘โ€๐ŸณInsurance billing
Unapplied payments and how to resolve them
Write-offs, adjustments, and reconciliation
How to add insurance coverage to a patient
Corrected and resubmitted claims
When to bill insurance vs self-pay
How treatment plan supervision works
Understanding invoices and superbills
What to do when a claim is rejected or stuck
How to post and allocate payments
Understanding claim statuses
How to create and submit insurance claims
How to add insurance to a client profile
How copays work and how to charge them
How to record cash or check payments
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Schedule

1 min
Updated 30 Jan 2026
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How clients join the portal
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Navigating calendar
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