Schedule an Appointment for an existing patient

Click on Scheduler from the main menu and the Appointment Scheduler opens in a new window If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled. To view the scheduler for a particular Provider, select the provider from the list. By default All Provider is […]

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Schedule an Appointment for a new patient

Click on Scheduler from the main menu 1. If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled 2. Select All Providers to view the scheduler for all the Providers for the selected legal Entity. To view the scheduler for a particular provider, select the […]

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Block Provider Off-Time

Go to Setup and click on Provider Off-Time 1. On the Proceeding window, click on  to add new Provider Off-Time information. 2. From the dropdown select an Off-Time Type 4. Select the provider from the dropdown 5. Select the Start Date and End Date for the off time 6. Enter the provider Phone Number for […]

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Generate Patient Statement

To generate patient statement, click on Report Central and then go to Generate Patient Statement under Patient section. You can also click on the Generate Statement option from the Patient Information screen, to generate statement for the selected patient Generate Patient Statement screen opens in a new window 1. To Generate Patient Statements for a […]

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Patient Registration

1. Click on Scheduler from the main menu 2. Select the Legal Entity from the list 3. Select All, to view the scheduler for all the Providers for the selected Legal Entity. To view the scheduler for a particular provider, select the Provider from the list 4. Click on the date for which the appointment […]

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Generate Custom letters from Scheduler

1. Select Master Setup module from the menu on the left. Click on the Letter Master to open the Editer to add/edit letters. 2. Select/Add the letter which is to be generated from the Scheduler on saving the appointment. 3. Enter the Group Code of the selected letter as “PATIENT_ENCOUNTER_FORMS” 4. Save the letter master […]

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Setup custom letters

Letters are setup from the Letter Master, which contains many customizable letter templates. You can add new letters or edit and customize existing ones to suit your needs. 1. Select Master Setup module from the menu on the left. Click on the Letter Master to open the Custom Letter Templates page as shown below. Letters […]

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Review Patient Ledger

1. Choose the Scheduler from the Main Menu. 2. Move the mouse over the appointment whose eligibility is to be checked to open small pop up window. 3. From the Pop up window click the Ledger link to open Patient Ledger. The Ledger gives a snapshot of the details of the Last Claim and also […]

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Setup Scheduling Alerts

1. Choose the Scheduler from the Main Menu. 2. Move the mouse over the appointment whose eligibility is to be checked to open small pop up window. 3. From the Pop up window click the Recalls link to open patient Recall page. 4. The list of existing Recalls will be displayed on the top. To […]

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