Collect Copay And Print Receipt

Click on the Scheduler module from the main menu. Click on the patient whose receipt is to be printed. Select the  icon to open up the Payment Entry screen for the patient. By default the Payment Date is set to the current date which can be changed to reflect the date that you actually received the payment. Enter […]

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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 needs to be sent. 6.  Enter a subject line for the message. 7.  Enter comment. 8.  Click on the dropdown […]

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Print Demographics Sheet

Go to Scheduler from the main menu. The Appointment Scheduler window will be displayed as shown. Click on the patient for whom you need the Demographic Sheet Report. Click on Demographic Sheet Report. Sample Report

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Generate Labels

From the main menu, select the Patient module and search for the patient by entering his/ her Last Name, First Name, MR#, or PC Ref#. Click on the  corresponding to the patient.   Select Avery 5160 Lab Label to print the Lab Label and Demographics Label to print Demographics Label for the patient.

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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” checkbox. Once clicked on the Include holiday Checkbox, the scheduler is displayed and the color code indicates it as a holiday.

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Mark Missed Appointment And Leave It In The Scheduler

Select the Scheduler module from the main menu. This will open up the Appointment Scheduler screen. Click on the appointment time slot for which the status needs to be changed. The Schedule screen opens in a new window. From the Schedule Status drop down, select MISSED and click on Save.

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Search For An Appointment

To search for an appointment, click on the Scheduler module from the main menu. The Appointment Scheduler window screen will be displayed as below. Select the  icon from the top right corner of the screen and select Search Appointment option from the drop down. This will open up the Search Appointment window. To search appointments for […]

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Double Book Appointment

From the main menu click on Scheduler. 1. For 8.40 AM slot, an appointment is already scheduled for patient Barry Johnson. To schedule another appointment for another patient for the same 8.40 AM slot, click on that time slot. 2. On the proceeding Patient Information window Click on the “New Appt” check box. 3. Enter […]

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Check Patient In

Select the Scheduler module from the left side menu. The Appointment Scheduler screen will pen up as shown. Click on the patient who is to be checked in. On the Schedule screen that opens up, change the Schedule Status to CHECKED_IN. Click on Save when you are done. The schedule color is automatically changed once the status […]

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