Tutorial
Tutorials CompanyOn app
CompanyOn Client’s Route Map
Clients' visit route map In addition to the ability to access google maps directly from your CompanyOn calendar to get directions to your next visit, we are happy to share two new features on CompanyOn Maps that help our mobile practitioners see the geographical...
Confirmation & Cancelation of Appointments
Confirmation & Cancelation of appointments online Feature This feature allows your client to either confirm or cancel an appointment when as part of reminders sent electronically.Let’s show you how it works.Try Our Platform Free for 14 days.Schedule A Free 1:1...
How to set up third parties to invoice:
How to set up third parties to invoice This feature allows you to assign invoices to a party other than your client. It is a perfect solution when your services need to be charged to a facility or someone other than your client.Let’s show you how it works.Try Our...
How to re-issue an invoice
How to re-issue an invoice and reverse a payment This feature allows you to annul a receipt issued by mistake and re-issue the respective invoice. This is a perfect solution to when a payment was tracked by mistake, either because the method of payment was wrong or...
How to merge invoices
How to merge invoices This feature allows you to group invoices and submit them at once for your clients or a third party to pay. A good example of when to use this feature is when a facility contracts your services for its residents. You can use the merge feature to...
eConsent form Templates
Welcome to CompanyOn's eConsent Template Forms Our eConsent form template allows you to create and customize a consent template for your services so your clients can make informed decisions in a simplified and consistent way.Let’s show you how it works.Try Our...
Tags/Identifiers
Welcome to CompanyOn's Tags/Identifiers This feature allows you to assign any kind of alerts, be it for medical reasons or for specific information you want to identify your client by, such as location or special needs regarding their care.Let’s show you how it...
Waitlist
Welcome to CompanyOn’s waitlist. This feature allows you to create a list of appointment times that are currently booked.Giving you an opportunity to remind yourself of such requests and schedule a visit as soon as an opening becomes available.Let’s show you how it...
CompanyOn Product Feature
Welcome to CompanyOn's Product Retail Feature This feature allows you to add and list products on your CompanyOn account, making it easier to offer and billing products as part of your services. Products can be billed together with your current services or separately....
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.Sign upFor frreeFocus on growing your...
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...
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