EasySteps Resources
Instructions & Optimization
Download our PDF file with instructions for using the app and optimizing your device.
How-To Videos
Archive Charts 30 Sec
Attendance Policy Agreement 1 Min
Chart Overview 5 Min
Chart Setup 30 Sec
Consent for Texts & Emails 1 Min 13 Sec
Create a Monthly Note 20 Sec
Create Daily Contact Notes 4 Min 30 Sec
Create Meeting Visits 2 Min
Create Memos 1 Min
Create Missed Visits & Makeup Visits 4 Min
Create Monthly Notes 3 Min
Create PDFs 45 Sec
FSC Lookup 1 Min 2 Sec
In-App Fax Overview 30 Sec
In-App Fax - Physician’s Orders (OT) 2 Min
Master List of Specific Activities 20 Sec
Monthly Note 2 Min 51 Sec
Note Audit Feature 2 Minutes 41 Sec
One-Click Signature 30 Sec
Scheduling 45 Sec
Track Authorizations 30 Sec
Create & Upload Files to ES Online 3 Min 20 Sec
EasySteps App Download & Update:
How to Install the EasySteps Online App (iPad and iPhone) 1 Min 15 Sec
How to Install the EasySteps Offline App (iPad and iPhone) 2 Min​ 40 Sec
How to Toggle Between Online and Offline Apps 1 Min 31 Sec
Online, Offline, WebDirect 2 Min 33 Sec
EasySteps Medicaid Billing Add-On:
How to Add EasySteps One-Click LA Medicaid Billing 2 Min
How to Use EasySteps One-Click Medicaid Billing 20 Sec
LA Medicaid Eligibility 2 Min
Medicaid Billing Overview 5 Min 32 Sec
Quick Claims 44 Sec
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Sample LA Medicaid EDI Contract
To use EasySteps Medicaid One-Click Billing, we can generate the form for you or you can fill out the EDI contract just like this sample form with your name and information. Mailing instructions are on the last page.
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EasySteps Non-Medicaid Billing Add-On:
EasySteps One-Click CFO Billing Overview 2 Min
How to Use EasySteps One-Click CFO Billing 20 Sec
How to Find Your CFO Remittance 2 Min 3 Sec
Quick Claims 2 Min
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What people say about EasySteps
Angie Coleman, SLP
Hands down one of the biggest improvements in my quality of life related to a specific job that I’ve ever experienced in 24 years. It was like one day documentation and billing was a huge hassle and deeply dreaded, the next day after starting EasySteps, everything easy and concise, like magic!
Joellen Freeman, SLP
EasySteps has made "paperwork" a dream. It's fast, easy and done! Christie and Ann are so open to suggestions to improve the system for the benefit of providers and always on top of the latest changes. I am so thankful for EasySteps, Christie, and Ann! My professional life has been made easier with this app!
Valerie Barcelona, PT
EasySteps has been a dream in every way! It has made all charting and billing so much less of a hassle. Everything is so organized and saves me so much time. The customer service is absolutely the best. Ann and Christie are easy to contact and go above and beyond to make EasySteps the best service/business ever. They are constantly finding ways to make it even better. The monthly subscription is well worth the money. Thank you EasySteps!