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Administrative Software
Administrative Software
Admin Features and Troubleshooting
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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