Description This article will guide you through the steps of creating an Appointment Type. To create the Appointment Code, please check out the linked article: Adding New Appointment Codes Starting...
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Description This is article will guide you on how to create a custom report of all active patients in your practice using Info Manager. Step-by-Step Select the Office drop down...
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Description This article will is a guide to move patient to other existing accounts. Step-by-Step In the Patient File Module, Select the Move Patient Icon located on the top right...
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Description version 4.9+ If you have deleted a patient file in the past and wish to restore, you now have the option to do so with ease. Follow the guide...
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Description This article will guide you on how to set up your appointment prompts and optional appointment statuses. Step-by-Step In the scheduler, select the Scheduler Setup icon located on the...
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Description This article will guide you through the steps of customizing your icons in the Tool Bar Step-by-Step Select Options from the top menu bar Click on Desktop from the dropdown Next,...
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Description This article follows “Linking Planned Treatments to Appointments” These next steps will guide you through how to schedule the appointment. Step-by-Step On the left hand side under Tasks Bar, click...
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This task will require the use of the Daily Password. Please contact our support team to obtain that information before you begin. Description The Extended Audit feature will greatly help...
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Description This article will guide you through the steps of reprinting EDI responses. Step-by-Step Select Office from the top menu bar. Select EDI Manager from the drop down menu. Under...
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Description This article will guide you through the steps of linking planned treatments to an appointment with prioritization. To schedule the appointment, please check out the linked article: Scheduling Planned...
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