Katie M.
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Activity overview
Latest activity by Katie M.-
Katie M. created an article,
How to Read your Statement- Provider (KASA)
Permissions: Must be an account owner to view statements. Jump to Section: [Reports to Reference] [Sections of your Statement] Reports to Reference There are two reports that will be helpful fo...
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Katie M. created an article,
Merge Duplicate Client Files (KASA)
In the event that you have duplicate Client Files, you will need to contact Support to merge the duplicate files. Submit a support request to the KASA Support Team. Important: To protect the Cl...
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Katie M. created an article,
Set Notification Preferences (KASA)
It is important to set your Notification Preferences so that you do not miss out on any pertinent information, such as when a note is unlocked, information about appointments, etc. Hover over the ...
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Katie M. created an article,
Reset Support Password (KASA)
KASA utilizes ZenDesk for Support. Through ZenDesk, you can submit Support Requests and check the status of existing Support Requests. You can also reset your Password after you set up your account...
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Katie M. created an article,
Check Existing Support Requests (KASA)
After you have submitted a Support Request, you can follow the steps below to access your existing Requests. Note: Make sure you have created a ZenDesk account. Navigate to https://kasa.zendesk....
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Katie M. created an article,
Set Up a Support Account (KASA)
KASA uses ZenDesk as its support system. This allows for streamlined communication and more KASA resources at your finger tips. Jump to Section: [First Time: Set Up Account] [After Account is Set U...
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Katie M. created an article,
Submit a Support Request (KASA)
There are multiple ways for you to submit a Support Request to our KASA Customer Support team. Important: Do not include any Client PHI in your Support Requests or screenshots. Use the Client ID wh...
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Katie M. created an article,
Disable Telehealth Plan (KASA)
Permissions: Only managers can enable or disable plans for certain providers. Hover over the Management tab in the navigation bar, and click Integrated Telehealth from the drop-down. Click Conti...
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Katie M. created an article,
Provider and Client: Access Telehealth Appointment (KASA)
Links to Telehealth appointments will not be sent out in appointment reminders. However, Providers and Clients can access their Telehealth appointments from within KASA or the Client Portal. Jump...
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Katie M. created an article,
Choose a Telehealth Plan (KASA)
Permissions: Only managers can enable or disable plans for certain providers. Jump to Section: [Telehealth Plans] [Select a Telehealth Plan] Telehealth Plans There are two subscription levels ava...