PsychEase | Admin | Knowledge Base

Admin
How to Map Forms to Folders
This article covers how a user with administrator access can update mapping of forms/notes to folders Within PsychEase, click the Admin menu dropdown and select Map Forms To Folders A new modal opens up; allowing you to search for the formName and ...
Add New User: Complete Setup PM & EHR
Overview This tip sheet will show you how to add a new user in the PsychEase software. This feature is only available to a Site Admin user. If you are not the Site Admin for your account, please contact your Site Admin to add or make changes to ...
Map Patients to Providers
This article will outline how to map Patients to Providers. This is only effective if the related provider is associated to a username that has it's permissions "Limited to Clinician". This is also only available to users that have admin privileges ...
How-to change PsychEase unlock code
If you have access to the admin menu, you can open that up and scroll down to the "Change Unlock Code" item. Clicking it will open a window asking for the current unlock code, and to enter the new preferred unlock code.
How to Set User Permissions
Updating user permissions is not limited to the PsychEase team, practice admins can make this change on their end. To adjust permissions a user has to clinicians and associated patients, you will need to navigate to the "Admin" menu in the top ...
How-to Merge Patients
Before you start the process Once you merge 2 patients, this operation cannot be reversed. You may only merge patients with identical names and date’s of birth. You must separately merge the 2 patients in the Practice Management module ‘Merge ...
Connecting PsychEase User to Practice Management
You must be an admin to make the following changes.
Setting Provider ID
You must be an admin to make the following changes.
Modifying User Info
You must be an admin to make the following changes.
Disabling a User
You must be an admin to make the following changes.
Adding a User
You must be an admin to make the following changes.
Adding an IP address
You must be an admin to make the following changes. 1.) Go to to https://whatismyipaddress.com/ and make note of IP address

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PsychEase | Admin | Knowledge Base

Admin

How to Map Forms to Folders

Add New User: Complete Setup PM & EHR

Map Patients to Providers

How-to change PsychEase unlock code

How to Set User Permissions

How-to Merge Patients

Connecting PsychEase User to Practice Management

Setting Provider ID

Modifying User Info

Disabling a User

Adding a User

Adding an IP address

Popular Articles

Office Therapy - Adding, Deleting, and Modifying Place of Service Codes

Office Therapy - Setting Up a CPT Code with a Modifier

QuicDoc Pro - How to create custom forms

Rescheduling/Reschedule Queue

Changing the Trizetto SFTP Password on website and in Office Therapy