ReliaTrax Video Library

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Learn the Basics

Add a New Client

Enroll a Client in Treatments and Groups

Check-in Clients for Groups and Individuals

How to Write Notes

Mondays with Mike

Releasers, Approver, Documents, Oh My!
Join us for this webinar as we explore new options for document visibility, release and approve capabilities and more.

Recorded: 09/12/2022

Audit Prep
Join us for this webinar which will take a look at preparation for an audit including granting temporary access, limiting access, conducting internal audits and more.

Recorded: 08/01/2022

Basics: Documentation
Join us for this webinar which will take a look at the basics of documentation within ReliaTrax including Session Notes, Monthly Reporting, Treatment Planning and more!

Recorded: 07/11/2022

Basics: Client Profile

Join us for this webinar offering an overview of the basics of Client Profiles within ReliaTrax. Great for new staff members or staff members looking for a refresher.

Recorded: 06/06/2022


Join us for a look at the various scheduling functions of ReliaTrax including Scheduling appointments, Enter counselor availability, Enter telehealth links
Using the day planner, and more!

Recorded: 05/02/2022

Default User Settings

Join us for a look at a brand new function that lets you define default user settings for quick and easy user set-up. Easily define user permissions per staff role.

Recorded: 04/04/2022

Closing Out the Year

Join us for a look at various accounting and income reports to help close out your year (hint, hint: tax time). We'll be taking a look at the new income report, counselor activity, treatment/session summaries and more.

Recorded: 03/07/2022

Insurance Table

We're very excited to offer this webinar which will preview the brand new, editable insurance table. Set defaults for HCPCS/CPT codes, prices and more! 

Recorded: 01/07/2022

Client Portal Phase 3

We're very excited to offer this webinar which will preview Phase 3 of the Client Portal where clients will be able to fill out and sign documentation including intake packets, releases of information, treatment plans and more!

Recorded: 12/06/2021

Tricks and Treats

Want to improve your use of ReliaTrax? Join us for a look at time-saving tips and tricks to make your day to day easier.

Recorded: 11/01/2021

Year in Review

Join us as we review new features of ReliaTrax, meetings and updates to the system. We will go over topics previously covered so come to learn some new functions or for a refresher.

Recorded: 10/04/2021

Client Portal: Phase 2

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

Recorded: 9/13/2021

For older videos, you can access the Video Archives below.