Recent updates
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Setting up the Google Chrome Extension for Your Team (For Admin)
Updated on Apr 06, 2020WorkflowThe Chrome browser extension works for users who have Admin, Editor, and Learner user roles.
If a user has the role of Reader or API Access, then the Chrome browser extension will not work for that user. You will need to edit their role to be Learner for it to work.
Using ScreenSteps / Contextual Help / Setting up Contextual Help
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How Much Can be Borrowed for Paycheck Protection Program?
Updated on Apr 03, 2020WorkflowAdditional Help Resources / Example Content / Example Conversation Flows
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How to Add Email Address to "Application Notification List" in CRM System
Updated on Apr 02, 2020ArticleThe Applications Notifications List is in our CRM system. Log in to the system and complete the following steps.
Additional Help Resources / Example Content / Example Conversation Flows
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How to Create a New Patient Record
Updated on Apr 02, 2020ArticleFollow these instructions to create a new patient record in the system.
Additional Help Resources / Example Content / Example Conversation Flows
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What to do if a Caller Does Not Have Insurance
Updated on Apr 02, 2020ArticleIf a patient is scheduling a doctor's visit and does not have insurance, you can offer the following options:
Additional Help Resources / Example Content / Example Conversation Flows
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Included Payroll Cost
Updated on Apr 02, 2020WorkflowThe sum of payments of any compensation with respect to employees that is a:
- salary, wage, commission, or similar compensation;
- payment of cash tip or equivalent;
- payment for vacation, parental, family, medical, or sick leave
- allowance for dismissal or separation
- payment required for the provisions of group health care benefits, including insurance premiums
- payment of any retirement benefit
- payment of state or local tax assessed on the compensation of the employee
Additional Help Resources / Example Content / Example Conversation Flows
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Excluded Payroll Costs
Updated on Apr 02, 2020Article- Compensation of an individual employee in excess of an annual salary of $100,000, as prorated for the period February 15, to June 30, 2020
- Payroll taxes, railroad retirement taxes, and income taxes
- Anycompensationofanemployeewhoseprincipalplaceof residence is outside of the United States
- Qualifiedsickleavewagesforwhichacreditisallowedundersection 7001 of the Families First Coronavirus Response Act (Public Law 116– 5 127); or qualified family leave wages for which a credit is allowed under section 7003 of the Families First Coronavirus Response Act
Additional Help Resources / Example Content / Example Conversation Flows
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How to generate a preview link before an article is published
Updated on Mar 30, 2020ArticleSometimes you want to send a preview of an article or determine what the url of the article will be before you publish it. This article will show you how to do that.
Setting Up ScreenSteps / Organizing Content / Articles
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Education: Supporting a Transition to Remote Learning
Updated on Mar 27, 2020ArticleMany schools and universities are having to make a rapid transition to remote learning.
Additional Help Resources / Implementation Guides / Articles