Category

How To Articles

Setup User Permission Groups

This article will guide you through creating a user permission group that you can assign individual users to. Select Practice from the top menu bar. Select Maintenance Manager from the sub menu. Select the Setup tab. Then select the User Group Codes icon. Select the Plus Folder icon to start a new user group. Fill in the Group Code…
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Adjustment Code Reference

Download & Print Transfer Code Description Patient Insurance Affect Today's Deposit TB Transfer Balance Owing Transfers the balance owing from the patient side of the ledger to the insurance side. Transfers the balance owing from the insurance side of the ledger to the patient side. Yes Increase Code Description Patient…
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Print an Appointment Daysheet

This article will guide you through configuring and printing an appointment day sheet. This sheet is typically printed so the office has a paper record of appointments for the day. Select Patient from the top menu bar. Select Appointment from the sub menu. Select the Scheduler Report & Utilities icon. Select the Appt Day Sheet button.…
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Chair Display Order

This article will guide you through defining the order that columns (chairs) will be displayed on your scheduler. Note: This is a per-user settings and will not change how other users have setup their columns. Select Patient from the top menu bar. Select Appointment from the sub menu. Select the User View Options icon. Select the…
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Configure Appointment Colors

This article will guide you through changing the color that's displayed for each appointment type on the scheduler. Select Patient from the top menu bar. Select Appointment from the sub menu. Select the Scheduler Options icon. Select the Appt. Type Setup button in the Scheduler Options window. Select the appointment type you want to change the…
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Add a New Chair

This article will guide you through adding a new chair that can be assigned to a producer. Select Patient from the top menu bar. Select Appointment from the sub menu. Select the Scheduler Options icon. Select the Chairs button in the Scheduler Options window. Select the New button in the top left corner. Fill in the…
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Add and Remove Scheduler Columns

This article will guide you through adding and removing columns (chairs) from your scheduler view. This article will also assist if you don't see any columns being displayed on your scheduler. Note: This is a per-user settings and will not change how other users have setup their columns. Select Patient from…
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Add a New User

This article will guide you through creating a new user account and setting it's password. Select Practice from the top menu bar. Select Maintenance Manager from the sub menu. Select the Setup tab. Then select the User Codes icon. Select the Plus Folder icon to create a new user. Fill in…
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Configure Your Default Startup Task

This article will guide you through configuring which task windows will automatically open each time you sign into the program. From the top menu bar, select Options. The select Startup from the drop down menu. Select the Start Default Tasks in the Startup Options section. Select all the Modules you'd like…
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