Getting Started with Cognix Health

Your guide to getting started with Cognix Health's Practice Management Platform

Welcome to Cognix Health - your comprehensive practice management solution designed specifically for behavioral health providers. Our platform streamlines your practice operations, from client management to insurance billing, allowing you to focus on what matters most: providing exceptional care to your clients.

What's Covered in This Guide

This documentation will walk you through:

1. Initial Setup

  • Creating your practice account
  • Configuring organization settings
  • Setting up security and compliance measures

2. Staff Management

  • Adding team members
  • Configuring roles and permissions
  • Managing provider credentials
  • Setting up schedules

3. Client Management

  • Client registration process
  • Insurance verification
  • Treatment planning
  • Documentation management

4. Practice Operations

  • Appointment scheduling
  • Session documentation
  • Insurance billing
  • Payment processing

Key Features

  • Smart Practice Management: Streamline your administrative tasks
  • Integrated EMR: Comprehensive electronic medical records
  • Automated Insurance Processing: Efficient claims management
  • Real-time Analytics: Data-driven practice insights
  • HIPAA Compliance: Built-in security measures

Getting Started Steps

  1. Complete your practice profile
  2. Set up your organization structure
  3. Configure your staff accounts
  4. Start managing clients
  5. Begin processing insurance claims

Let's get started with transforming your practice management experience!


Getting Started

Learn how to set up your Practice Owner account and start using Cognix Health

Organization Setup

Learn how to configure your organization's practice settings, including locations, insurers, service types, and documentation templates.