ChartCaddy Videos

ChartCaddy Videos

Overview

ChartCaddy videos are referenced throughout the help and website, but a complete list is also kept here for convenience. We are currently in the process of updating all our ChartCaddy videos and as new videos are completed they will move from the Legacy list to the Current list.

Current Videos

  1. Adding A Client
  2. Adding A PreAuth Request

Legacy Videos

  1. ChartCaddy Overview
  2. Main Menu Overview
  3. Reports Overview
  4. Logging In and Out
  5. Adding a Contact
  6. Adding a Client File
  7. Adding a Client Encounter
  8. Adding a Service Plan
  9. Adding a Client Payment
  10. Adding a Client Group
  11. Adding a Group Session
  12. Adding a User
  13. Finalizing Chart Items
  14. Chart Items Report