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Archived Videos

Client Portal: Phase 2​ (Recorded: 9/13/2021)

This webinar will preview Phase 2 of the Client Portal which will allow client to edit their demographic information.

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Reports (Recorded: 8/2/2021)

Join us as we discuss the various options for running reports in the system including financial information, activity reports and more.

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QuickNotes Updates (Recorded: 7/12/2021)

QuickNotes will have some new features to help your day to day operations. Join us as we go through the new features.

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Client Portal: Phase 1 (Recorded: 6/7/2021)

Join us as we discuss the first phase release of the Client Portal which allows client's to make payments and see minimal account information.

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Locking it Down​ (Recorded: 5/3/2021)

Join us as we discuss our latest function for limiting who has access to clients, even internal staff.

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Managing Authorizations: Special Webinar​ (Recorded: 4/14/2021)

Join us for Special ReliaTrax Webinar as we discuss new features to manage multiple authorizations, Authorization forms & Authorization limit reports.

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Bringing the Team Together​ (Recorded: 4/5/2021)

Join us for a joint webinar w/ treatment providers & referral sources as we discuss the collaborative care options available to each within ReliaTrax.

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Tracking Clients​ (Recorded: 3/1/2021)

Join us as we discuss tracking clients using categories, client contracts & client events (used for tracking hours, medication, safety planning and more).

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Back to Basics​ (Recorded: 2/1/2021)

Join us as we discuss the basic functions of ReliaTrax. This webinar is great for new staff members and anyone looking for a refresher.

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Supervision (Recorded: 1/4/2021)
Join us as we discuss available functions to Supervisors for approving notes, auditing supervisee activity, tracking productivity and more.

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Expanded Demographics (Recorded: 12/7/2020)
We're beefing up the client demographics capabilities in ReliaTrax. Come see how to capture the new expanded information.

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Tricks and Treats (Recorded: 11/2/2020)
Want to do more with your EHR? Join us for this webinar which takes a look at several tips, tricks and hints for improving efficiency within ReliaTrax.

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Attendance Options (Recorded: 10/5/2020)
​ReliaTrax offers several options for tracking and entering client individual and group attendance. Join us as we review the new multiple sessions per day and discuss the differences between make-up groups, double groups and extra groups.

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Documentation (Recorded: 8/31/2020)
​Ever wondered what the options are for documentation in ReliaTrax? Are your forms in need of an update? This webinar discusses the available functions that can be used to build comprehensive forms in ReliaTrax.

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Managing Confidentiality (Recorded: 8/3/2020)
Learn how to maintain confidentiality with new and existing features such as new confidential documents, creating and assigning a user to multiple offices, hiding names in QuickNotes, HIPAA compliant text message and email reminders and more.

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Managing Testing (Recorded: 7/6/2020)
​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.

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The PO Side of Things (Recorded: 5/18/2020)​
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.

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Engaging with Referral Sources (Recorded: 5/11/2020)

Learn how to add PO's to your ReliaTrax system, sending options for documents, and more. Better engage with your referral sources.
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Communicating with Clients (Recorded: 5/4/2020)

See how client appointment reminders have been expanded to allow for optional telehealth links, messaging all clients at once and finding client contact information.
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Assessments (Recorded: 4/27/2020)

A look at the various assessment options ReliaTrax has to offer including SUD assessments, Domestic Violence assessments (including the DVRNA) and SO assessments
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Vouchers (Recorded: 4/20/2020)

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

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Insurance Part 2: EOB Reconciliation (Recorded: 4/13/2020)

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

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Insurance Part 1: Set-Up and Billing (Recorded: 4/6/2020)

Part 1 of the Insurance webinars walks through setting up a client's insurance, checking in for sessions, common errors & how to fix them and billing.
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Treatment Thread (Recorded: 3/31/2020)

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.

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The Basics (Recorded: 3/23/2020)

This video is great for new staff or those who are wanting a refresher on adding new clients, check-in, notes, calendar and more.
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Virus Season (Recorded: 3/18/2020)

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.

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Treatment Thread (Recorded: 12/12/2019)

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.

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What's New with ReliaTrax (Recorded: 6/27/2019)

This video takes a look at the newest features ReliaTrax has to offer including variable sessions, editable insurance previews, calendar updates & more.

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Managing Insurance in ReliaTrax (Recorded: 12/14/2018)

This video provides a look at the insurance process in ReliaTrax, including client set-up, diagnostic codes, billing and reconciliation. Whether you're a beginner or a veteran there's something for everyone.

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Managing DV Clients in ReliaTrax (Recorded: 4/23/2018)

This video provides an in-depth look at how to manage your domestic violence clients in ReliaTrax including the DVRNA, a new Evaluation template, Level B Second Contact and more.

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RTUN Portal Introduction (Recorded: 2/9/2018)

This video provides an introduction to the ReliaTrax Unified Network Portal. The Portal is used by various referral sources to access agency ReliaTrax site's to make referrals, view client attendance, and more.

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Optional Permissions (Recorded: 12/15/2017)

This video takes a look at the various permission levels & abilities in ReliaTrax. Mix & match permissions to personalize user capabilities as needed.

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Administrative Functions (Recorded: 9/29/2017)

This video takes a look at the administrative functions of ReliaTrax including calendar, scheduling, balancing cash drawers, finding uploaded documents and tasks. 

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