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Enroll a Client in Treatments and Groups
Check-in Clients for Groups and Individuals
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
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
Reports
Join us as we discuss the various options for running reports in the system including financial information, activity reports and more.
Recorded: 8/2/2021
QuickNotes Updates
QuickNotes will have some new features to help your day to day operations. Join us as we go through the new features.
Recorded: 7/12/2021
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.
Recorded: 6/7/2021
Locking it Down
Join us as we discuss our latest function for limiting who has access to clients, even internal staff.
Recorded: 5/3/2021
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.
Recorded: 4/14/2021
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.
Recorded: 4/5/2021
Tracking Clients
Join us as we discuss tracking clients using categories, client contracts and client events (used for tracking hours, medication, safety planning and more).
Recorded: 3/1/2021
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.
Recorded: 2/1/2021
Supervision
Join us as we discuss available functions to Supervisors for approving notes, auditing supervisee activity, tracking productivity and more.
Recorded: 1/4/2021
For older videos, you can access the Video Archives below.
