Recent Updates

  • Updated on: Dec 07, 2022

    Print Receipt in Ledger

    Print a Receipt/Statement from the Patient Ledger Tab. Select by date or a date range. Select by Posted Date or Date of Service. This report can be Previewed and/or Printed

    Manual Practice Management 2010.2 User Manual
    Itemized Statement by date range Print from Ledger Print Receipt Print Receipt by date range Print Receipt in Ledger Receipt

  • Updated on: Dec 07, 2022

    View Insurance Payment Details from Ledger

    View Insurance Payment Details from the Ledger Tab

    Manual Practice Management 2010.2 User Manual
    Insurance Payment Details Insurance Payments Ledger Details View Insurance Payment Details from Ledger

  • Updated on: Dec 07, 2022

    View Personal Payments in Ledger

    View details of personal payments from the Patient Ledger

    Manual Practice Management 2010.2 User Manual
    Patient Ledger Payment Details Personal Payments View Payments View Personal Payments in Ledger

  • Updated on: Dec 07, 2022

    View Charges in Ledger

    View charge details in patient account ledger

    Manual Practice Management 2010.2 User Manual
    Account Ledger Charge Details Charges Patient Account Patient Ledger View Charges View Charges in Ledger

  • Updated on: Dec 07, 2022

    Spread One Payment to Multiple Dependents

    Pay multiple patient/dependent accounts from an Active Patient Account in the Make Payment dialog . Click on the Make Payment button found in several sections within the Patient Account.

    Manual Practice Management 2010.2 User Manual
    Apply Guarantor Payment Dependents Family Balance Family Billing Guarantor Payment Make Payment Payment Spread Post Payment Spread One Payment to Multiple Dependents Spread Payment

  • Updated on: Dec 07, 2022

    Searching for Available Appointments

    Find Open Appointments

    Scheduler menu -> Find Open Appointment

    Manual Practice Management 2010.2 User Manual
    Advanced Appointment Search Appointment Available Appointments Date Range search for appointment Duration of Appointments Find Next Open Appointment Find Open Appointment Open Appointment search Open Appointments in Scheduler schedule Scheduler

  • Updated on: Dec 07, 2022

    Schedule Reports

    Access reports on the Schedule data.

    Scheduler -> Reports

    Manual Practice Management 2010.2 User Manual
    Patient Report for Scheduler Patient Status reports Print Advanced Schedule Print Schedule Print Schedule Reports Print Simple Schedule Schedule Reports Scheduler Print Simple Schedule Status Report for Scheduler

  • Updated on: Dec 07, 2022

    Export the Schedule

    Export the clinic schedule.

    Manual Practice Management 2010.2 User Manual
    export Export the Schedule Exporting Schedule include visit comments in schedule exporter schedule Select Scheduler menu to Export

  • Updated on: Dec 07, 2022

    Coloring

    Set the coloring for Appointments and Resources.

    Manual Practice Management 2010.2 User Manual
    Appointment Coloring Appointments Coloring for Appointments Resource Coloring Scheduler Coloring Scheduplate Scheduplate Coloring status Status Coloring

  • Updated on: Dec 07, 2022

    Time Increments

    Set the time increments shown on the Schedule.

    Scheduler menu -> Time

    Manual Practice Management 2010.2 User Manual
    Appointment Increments Scheduler Time Increments Scheduplate Increments Select Time Increments for Appointments Set Appointment Duration Time Increments