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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
DVRNA (Colorado)
Insurance Setup (Company Level)
Mondays with Mike
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: 1/9/2023
Client Portal Updates
Join us for this latest webinar for a review of the client portal, getting started, sending documents, collecting credit card payments and coming updates and new features.
Recorded: 12/12/2022
Diagnosing
Join us for this latest webinar on entering diagnosis codes. We'll also take a look at new functions for diagnosing per session.
Recorded: 11/07/2022
Oops... I Did It Again!
Join us for this latest webinar that will cover common user errors and how to prevent/fix them.
Recorded: 10/03/2022
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
Scheduling
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
For older videos, you can access the Video Archives below.
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