Recent Updates

  • Updated on: Dec 07, 2022

    Coloring*

    Set the coloring for Appointments and Resources.

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

  • Updated on: Dec 07, 2022

    Views *

    View the Schedule as Days, Weeks, Months, or Work Weeks.

    Scheduler menu -> View

    Manual Practice Management User Manual
    Days Months Schedule Options Select Schedule View View Appointments View of Scheduler Weeks Work Weeks

  • Updated on: Dec 07, 2022

    Navigation

    Show the various ways to move around in the Schedule.

    Manual Practice Management User Manual
    Days Months Navigate through Schedule Navigation in Scheduler Next Month Scheduler months Weeks

  • Updated on: Dec 07, 2022

    Changing Active Facility*

    Changing the active facility, if a multiple site practice.

    Scheduler menu -> Active Facility

    Manual Practice Management User Manual
    Active Facility Change Active Facility Scheduler Scheduler menu Select a Facility

  • Updated on: Dec 07, 2022

    Statements Tab

    View any patient statements that have been sent out and reproduce with the click of a button. Hold patient statements if you do not want a patient to receive monthly statements.

    Manual Practice Management User Manual
    Patient Statements Previous Statements Reprint Patient Statement Reproduce patient Statements Review Original Statement Statements Statements Tab View Statements Do not send statements Hold Statements no patien

  • Updated on: Dec 07, 2022

    Claims Tab

    View claims associated to patient account. Edit and place claims On Hold for resubmission, if needed from this location.

    Manual Practice Management User Manual
    Change to Electronic Filing Change to On Hold Change to Paper Claim Change to Processed Claim ID Claim Notes Claim Status Claims Tab Details for Claim Edit Claim Details List Claims More Info New in 2012 Claim Details Claims History On Hold remove claim from Claims Manager

  • Updated on: Dec 07, 2022

    Family Tab

    View account details for dependents linked to this account.

    Manual Practice Management User Manual
    Add a Dependent Family Balance Family Tab Guarantor Guarantor Information Payer/Non-Patient

  • Updated on: Dec 07, 2022

    Ledger Tab

    A summary of the patient's financial activity.

    Manual Practice Management User Manual
    Account Details Account Ledger Add Adjustment From Ledger Add Charge from Ledger Add Payment from Ledger Charge Details Ledger Tab Patient Account details Patient Ledger Payment Details Print Itemized Charges Print Itemized Payments Print Rece

  • Updated on: Dec 07, 2022

    Flags/Notes Tab

    Manual Practice Management User Manual
    flags flags/notes notes