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Enroll a Client in Treatments and Groups
Check-in Clients for Groups and Individuals
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!
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.
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.
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!
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!
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.
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.
Client Portal: Phase 2
This webinar will preview Phase 2 of the Client Portal which will allow client to edit their demographic information.
Join us as we discuss the various options for running reports in the system including financial information, activity reports and more.
QuickNotes will have some new features to help your day to day operations. Join us as we go through the new features.
Client Portal: Phase 1
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.
Locking it Down
Join us as we discuss our latest function for limiting who has access to clients, even internal staff.
Managing Authorizations: Special Webinar
Join us for a Special ReliaTrax Webinar as we discuss New features to manage multiple authorizations, Authorization forms and Authorization limit reports.
Bringing the Team Together
Join us for a joint webinar with treatment providers and referral sources as we discuss the collaborative care options available to each within ReliaTrax.
Join us as we discuss tracking clients using categories, client contracts and client events (used for tracking hours, medication, safety planning and more).
Back to Basics
Join us as we discuss the basic functions of ReliaTrax. This webinar is great for new staff members and anyone looking for a refresher.
Join us as we discuss available functions to Supervisors for approving notes, auditing supervisee activity, tracking productivity and more.
For older videos, you can access the Video Archives below.