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


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


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


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.