Inter-office Messaging

1.   From the main page click on the  icon 2.  Click on compose to compose a new message 3.  Enter patient name 4.  Displays the users name 5.  Select the user to whom the message need to send 6.  Enter a subject line for the message 7.  Enter comment 8.  Click on the dropdown to […]

Read More

Attach patient insurance card

First Scan the insurance card and Save it on to the computer. 1.From the main menu click on Patient and search for the patient whose Insurance card needs to be attached. 2. On the Patient Information screen click on the Insurance for which the Insurance card need to be attached. 3. Insurance Information screen pops […]

Read More

Print Superbill

1. Go to Report central and click on Superbill Report under Super Bill section.   2. Enter the Appt. Date From and To, to generate Missed and Cancelled Appointment Report between two given dates. 3. To generate this report for a particular Legal entity, select that Legal Entity from Legal Entity list. 4. To generate […]

Read More

Print Demographics Sheet

Go to Scheduler from the main menu. The Scheduler opens in a new window. 1. Click on the patient for whom you need the Demographic Sheet Report. 2. Click on “Demographic Sheet report”  

Read More

Generate Labels

From the main menu click on Patient 1.  Enter the first three letters of the Last Name or First Name in the box provided. A list of patients fulfilling the search criteria will be displayed 2. From this list, select the patient by checking the radio button corresponding to the required patient. 3. Click on […]

Read More

Print Missed and Cancelled Appointment Report

Click on Report Central from the main menu and then navigate to Missed/Cancelled Appointment Report under Scheduler section On the new window that pops up 1. Enter the Appt. Date From and To, to generate Missed and Cancelled Appointment Report between two given date. 2. To generate this report for a particular Legal entity, select […]

Read More

Appointment Schedule Report

Go to Report Central from the main menu and click on “Appointment Schedule Report” under Scheduler section 1. Enter the Start Date and End Date to generate the Appointment Schedule Report between two appointment dates. 2. To pull the Appointment Schedule Report for a particular Legal Entity, click on the drop down and select the […]

Read More

Change Provider Display Sequence

Click on Setup and then click on Provider to view the list of Providers in the system. From the Provider list, click on the Edit button corresponding that provider whose Display Sequence needs to changed. Enter the Listing Order number in the highlighted box and click on Save. For Example if you want this provider […]

Read More

Display holidays and unavailable days on the scheduler

Here the selected date falls under a holiday. To view the unavailable days and holidays on the scheduler, click on “Include Holiday” check box Once clicked on the Include holiday Check box, the scheduler is displayed and the color code indicates it as a holiday.

Read More