CompanyOn Calendar

Welcome to CompanyOn Calendar.

This feature allows you to Effortlessly book, check-in, send automated notifications of appointments, process payments and access your client’s records. All in one place.

Let’s show you how it works.

Head to your calendar module and click on the day and time desired and complete the fields required.

Once an appointment is created, you can access google maps to help you get to your client’s home and even call them!

Also, an automated reminder notification is sent via email or text to your client 24 hours prior to the appointment.

Additionally, by checking an appointment in, our platform automatically creates an invoice for the services you are providing during your visit.

By clicking on your client’s name, you are directed to their timeline where you will be able to record the care you provide and access all their records.

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For frree

Focus on  growing your practice instead of dealing  with day  to day  chaos of your  (manually run) processes.

Online forms

Welcome to CompanyOn’s online forms.

This feature allows you to collect the client’s information, prior to the provision of any care. Allowing you to learn in advance, important information that might impact the care you provide and saving you time at the point of careRemember that you can use our Dynamic Forms to create and customize any form you want. And that you need to create a subdomain as part of your clinic profile to take advantage of this feature.

Let’s show you how it works.

Head to the timeline of your client and click on the online form icon, located to the right of your screen.

You will be able not only to send forms, but also request updates of your client’s information.

I hope this video helps, but if you have any additional questions reach out to CompanyOn’s support team, we’ll be happy to help

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Dynamic Forms

Welcome to CompanyOn

Today, I’d like to introduce you to CompanyOn’s Dynamic forms.

Let’s show you how it works.

By dragging, dropping and editing content, you will be able to create and customize any chart template you need to record the care you provide.

You can customize your chart templates directly from the timeline, by clicking on the setting icon in the add a new entry tab.

Or by going into your account settings and clicking on the dynamic forms link.

Let’s show you how to create a chart template.

On the template builder to your left, you can choose between one or two columns for your chart templates.

On your right, you will be able to choose the type of content you want.

Once you have chosen the content you need, make sure you click on each component to name it as required.

Now, let’s give it a name

That it is. Every time you create a new chart template, it will be listed in the new entry tab of the timeline of your client.

See you next time!

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Account setting

Welcome to CompanyOn

Now that you have activated your CompanyOn account, Let us help you navigate through the key steps to set up the account.

Let’s show you how it works.

First, head to your account profile and set up any taxes your services may need.

Set the name and the tax percentage and assign as required.

Now, Let's set up the services you will be providing as part of your practice. You can name them as you need. Add prices, any penalties fee, duration and taxes if needed.

You can also add a description to the service. This information will be reflected in your invoices.

Next, let's set up your profile as a practitioner. Enter your personal information, your professional registration number, add a short bio about you, assign roles if needed and add the services you will be providing.

Note that the information entered here will be reflected in your invoices and receipts, in addition to your online services such as booking and online forms, if you decide to add one. Pause

Finally, let's set up the profile of your clinic. Add a logo, and any information related to your business. As with your profile, information entered here will be reflected in your invoices and receipts, in addition to your online services such as booking and online forms. (Pause)

That is it!

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Foot Care Charting

Welcome to CompanyOn’s specialized foot care charting.

It allows you to document in detail the care you provide. You can add photos and notes to better track your care.

Let’s show you how it works.

Head to the timeline of your client and click on add a new entry.

Next, choose the assessment chart template.

You will find 3 ways you can record the care you provide. You can use all of them or skip to the one you prefer.

You can use a SOAP charting, our unique foot 2D diagrams, or our Foot Risk Assessment charting.

Once you record the care provided, you have the ability to save the entry as a draft, to review it later or as complete.

Note that once the entry is complete, you cannot edit that entry any longer.

I hope this video helps, but if you have any additional questions reach out to CompanyOn’s support team, we’ll be happy to help

That is it! You are ready to record the care you provide!

Ready to make the switch?

Try Our Platform Free for 14 days.

See CompanyOn in Action

Schedule A Free 1:1 Personalized Demo