Mondays with Mike Webinars

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Virus Season

In a response to the pandemic this webinar discusses how to track financial loses, excuse clients, send custom messages, and telehealth consent forms. Ease the burden of managing your practice while working from afar.

Recorded: 3/18/2020

The Basics

This video is great for new staff or those who are wanting a refresher on adding new clients, check-in, notes, calendar and more.

Recorded: 3/23/2020

Treatment Thread

This video takes a look at the Treatment Thread. A convenient way to create a seamless, continuous flow of information from the start of treatment to the end. Auto-populate treatment plan information onto other documents.

Recorded: 3/31/2020

Insurance Part 1

Part 1 of the Insurance webinars walks through setting up a client's insurance, checking in for sessions, common errors and how to fix them and billing.

Recorded: 4/6/2020

EOB Reconciliation

Part 2 of the Insurance webinars walks through creating, balancing and reconciling EOB's from an insurer.


Recorded: 4/13/2020


Part 3 of the billing webinars walks through adding client funding to their profile, charging against it, invoice creation and payment posting.


Recorded: 4/20/2020


A look at the various assessment options ReliaTrax has to offer including SUD assessments, Domestic Violence assessments (including the DVRNA) and SO assessments

Recorded: 4/27/2020

Communicating with Clients

See how client appointment reminders have been expanded to allow for optional telehealth links, messaging all clients at once and finding client contact information.

Recorded: 5/4/2020

Engaging with Referral Sources

Learn how to add PO's to your ReliaTrax system, sending options for documents, and more. Better engage with your referral sources.


Recorded: 5/11/2020

The PO Side of Things

Take a glimpse of ReliaTrax from the prospective of your referral sources. We'll walk through the RTUN Portal, what PO's can view and the functionality available to them.

Recorded: 5/18/2020

First Monday with Mike

Managing Testing

Manage testing across your agency and multiple offices. Join us for this webinar that will cover where to find UA's, linking test results, creating a testing schedule and more.

Recorded: 7/6/2020