Category: Tips

Tips to improve internet speed

Tips to improve internet speed

Our friends at Porch.com have compiled some very helpful tips for increasing your available internet speed. https://porch.com/advice/simple-wifi-tips-improve-internet-speed-lockdown

Clocktree recommends that providers and clients have a minimum internet speed of 5 Mbps for a reliable video and audio connection. You can test your internet speed at www.speedtest.net.

In addition to the tips from Porch.com, here are some top troubleshooting tips for successful Clocktree calls:

  1. Restart your computer or mobile device just prior to the session and don’t open up other browser tabs or apps
  2. Reduce the number of people using the WiFi network, so all available bandwidth goes to the Clocktree call. Others on the same network should avoid streaming videos during the Clocktree call.
  3. If possible, connect the computer via ethernet cable instead of WiFi
  4. If using WiFi, go to a room where WiFi reception is good 
  5. If on a mobile phone, switch between WiFi signal and data signal (4G, LTE) to see which is better. WiFi is usually stronger but not always.

Screen Sharing on Clocktree calls

In addition to uploading documents during a Clocktree appointment, clients and providers can also share their entire screen, a browser tab, or an application. 

Supported Devices and Browsers
Screen sharing is supported on desktop and laptop computers. It is not available on mobile devices. Supported browsers are Chrome, Firefox, Edge and Safari. We recommend using Google Chrome browser.

Setup for Mac Users
If you are using a MacBook or iMac, please make sure Chrome browser has screen recording permission. 
Click on the Apple icon in the upper left. 
Select System Preferences –> Security & Privacy –> Screen Recording. 
Add a checkmark next to Google Chrome. 
For this change to take effect, please close and restart your Chrome browser. You only have to change this setting once.

How to Screen Share
To share your screen during an appointment, start by clicking the Screen Share icon at the bottom of the appointment room. 

If using Chrome browser, you will then be asked if you’d like to share your entire screen, an application window, or a browser tab. Highlight your selection and click Share.

You will be able to click, scroll or interact with the screen that you shared and the people on the other end of the call will able to view your screen movements in real time.  

When you are done sharing your screen, click the Stop button or click the Screen Share icon again.  This will not end the video appointment, just the screen sharing element.

Streaming Audio
If you are sharing a video or audio clip, please make sure your sound is turned up and you aren’t using headphones, so the sound from the video can be shared as well. 

As always, if you have any questions or feedback, please contact our Customer Care team at 302-990-8935 or support@clocktree.com.

Add Client Billing to your Clocktree account

Choose a Payment Processor

To use the client billing feature in Clocktree, you will first need to establish an account with one of these supported payment processors.

Authorize.net
Elavon
Stripe

Please research and choose the payment processor that is right for your practice. Clocktree will not add additional processing fees, but will serve as a convenient conduit for invoicing and billing your clients from your Clocktree account.
Please note: To use Stripe you must check ‘enable unsafe processing’ in your Stripe account. Clocktree secures your clients’ credit cards information in the same way we protect all HIPAA data

Add payment processor to Clocktree account 

This requires Admin authority on your Clocktree account.

  1. Log in and switch to Admin role
  2. Click on Billing tab
  3. Click on Setup
  4. In the Payment Processors section, add a description (for internal use only)
  5. Select your payment processor from the Processor Type pulldown menu
  6. Complete the rest of the fields with the required info from your payment processor account
The final setup step on this page is to select your Sales Tax calculation requirements.

Enable the Client Billing service

Only Admins on your Clocktree practice can enable this service and assign billing capability to colleagues who will handle online billing for your practice.

  1. Log in and switch to your Admin role
  2. Click the Services tab
  3. Find the service called Client Billing and click the Edit Service button
  4. Click the Assign Providers line and check all colleagues who will create client invoices
  5. Click the Enable Service line and toggle the service to on/green
  6. Click Save

Create invoices

Any provider assigned to the Client Billing service can create an invoice. Your client will receive an alert, letting them know they have an invoice, but they will need to log into their Clocktree account to see the invoice and pay with their credit card.

  1. Log in to Clocktree and stay in your Provider role
  2. Click the Clients tab
  3. Click the client’s name to access their profile
  4. Click the Billing tab within their profile
  5. Click the Create Invoice button
  6. Enter a description, which the client will see, and the invoice amount
  7. Click Send Invoice

Manage invoices

Admins can access a view of all invoices sent from the practice by clicking the Billing tab. Providers can access invoices sent to individual clients via the Clients tab. In both places, you can see the date, amount and status of an invoice. 

 

To access the invoice, click on the dollar amount. You have the ability to refund a paid invoice. You can forgive, void, or record payment for an unpaid invoice.

 

If you have any questions or need assistance setting up Client Billing on your Clocktree account, our Customer Care team can help at support@clocktree.com or 302-990-8935.