The following tutorial videos require QuickTime for viewing.

• General Overview
  This video tutorial provides an overview of the PsychBook CMS interface and features; including appointments, the client list, sessions, and the search tab.

• Initial Setup
  This video tutorial describes the initial start-up of PsychBook CMS in order to prepare for day to day use.

• Basic Workflow
  This video tutorial provides the six-part, basic workflow of the PsychBook CMS application. This tutorial is intended to provide a basic understanding of how to use PsychBook CMS.

• Working with Clients
  This video tutorial provides an overview of the client window in the PsychBook CMS application. This tutorial demonstrates adding new clients as well as how to enter demographic and insurance coverage information.

• The Session Window
  This video tutorial provides an overview of the session window in the PsychBook CMS application. This tutorial demonstrates how to enter and edit new client sessions for documentation and billing purposes.

• Client Documents
  This video tutorial provides an overview of creating and editing client documentation in the PsychBook CMS application. This tutorial demonstrates how to manage diagnoses, treatment plans, and intake summaries for documentation and billing purposes.

• Transactions & Billing
  This video tutorial describes managing transactions in the PsychBook CMS application. This tutorial also demonstrates the process of billing insurers for sessions and handling payments.

• The Search Tab
  This video tutorial provides an overview of the search tab in the PsychBook CMS application. This tutorial demonstrates how to create new searches and apply actions on the selected results for documentation and billing purposes.

• The Data Source
  This video tutorial provides an overview of the Data Source window which was introduced in PsychBook CMS version 1.5.