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Home → Administrative Software

Administrative Software

• 1. Appointments
  • 1.1. Open Slots
  • 1.2. Scheduling Appointments on Doctor Schedule Screen (Version 6)
  • 1.3. Appointment Tracking (Version 6)
  • 1.4. Scheduling Emergency Appointments
• 2. Check In
  • 2.1. How to Check In A Patient
• 3. Clinical FollowUp
  • 3.1. Clinical FollowUp in the Admin Software
• 4. Consultation Letters
  • 4.1. Creating Consultation Letters
  • 4.2. Sending Consultation Letters
  • 4.3. Troubleshooting Consultation Letters
• 5. Contact Lens Orders
  • 5.1. Contact Lens Orders
• 6. Insurance Referrals
  • 6.1. Entering Referrals from the Schedule Appointment Screen
  • 6.2. Linking a Referral to an Appointment
  • 6.3. Unsetting a Referral from an Appointment
  • 6.4. Editing a Referral
• 7. Insurance Payments
  • 7.1. Posting Insurance Payments
• 8. Medicare Secondary Electronic Claims
  • 8.1. Preparing a Medicare Secondary Claim for Electronic Submission
• 9. Miscellaneous Letters
  • 9.1. Miscellaneous Letters Overview
  • 9.2. Using Miscellaneous Letters to Follow Up on Patient Cancellations
  • 9.3. Adding a New Miscellaneous Letter
  • 9.4. Postcard Stock for Printing Miscellaneous Letters
• 10. Optical
  • 10.1. Glasses Ordering
  • 10.2. Financials for Optical
• 11. Patient Financials
  • 11.1. Patient Financials Version 4
  • 11.2. Patient Financials Version 6 for Version 4 Users
• 12. Payments
  • 12.1. Posting Payments - Version 6 for Version 4 Users
• 13. PQRI
  • 13.1. Getting PQRI Right
• 14. Submit Transactions
  • 14.1. Sending Claims to MD On-Line
  • 14.2. Generating Claims for Medicare
  • 14.3. Sending Monthly Patient Statements via ExpressBill
  • 14.4. Printing Monthly Patient Statements
• 15. Timeclock
  • 15.1. Using the Timeclock
  • 15.2. Editing Punches
  • 15.3. Timeclock Reporting
  • 15.4. Limitations of the IO Timeclock
• 16. Appointment Confirmations
  • 16.1. Appointment Confirmation: Auto-Phoning with House Calls
  • 16.2. Appointment Confirmation: Telephoning by Practice
  • 16.3. Appointment Confirmation: By Mail
• 17. Surgery Management
  • 17.1. Surgery Management in the Exam Software
  • 17.2. Surgery Management - Checkout
  • 17.3. Surgery Management in the Administrative Software
  • 17.4. Surgery Management - Generate Forms
• 18. Recalls
  • 18.1. Getting Started With Recalls
  • 18.2. Printing Recalls
  • 18.3. Exporting Recalls for ExpressBill
  • 18.4. Postcard Stock for Printing Recalls
• 19. Set Up
  • 19.1. Set Up Appointment Types
  • 19.2. Set Up Clinical Templates
  • 19.3. Set Up Doctors' Schedules - How To
  • 19.4. Set Up Doctors' Schedules - Purge a Session, Clear a Session, Vacation Days
  • 19.5. Set Up Exam Rooms
  • 19.6. Set Up Facilities
  • 19.7. Set Up Favorite Links
  • 19.8. Set Up Fee Schedules
  • 19.9. Set Up Impression Linked Plan Notes
  • 19.10. Set Up Miscellaneous Letters
  • 19.11. Set Up Modifiers (and Remove or Change)
  • 19.12. Set Up Ordered Items for the Exam Plan Screen
  • 19.13. Set Up Payment Types
  • 19.14. Set Up Plans
  • 19.15. Set Up Plans - Distribute Across All Plans of This Insurer?
  • 19.16. Set Up Practice
  • 19.17. Set Up Practice Holidays
  • 19.18. Set Up Practice Hours
  • 19.19. Set Up Provider Numbers for a Group
  • 19.20. Set up Quantifiers
  • 19.21. Set Up Reasons for Visit (RV) / Chief Complaint
  • 19.22. Set up Referring and Primary Care Doctors
  • 19.23. Set up Report Permissioning
  • 19.24. Set Up Resources
  • 19.25. Set Up Scan Types
  • 19.26. Set Up Schedule Templates
  • 19.27. Using Schedule Templates
  • 19.28. Set Up Services (and Remove and Change)

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