Getting Started Tips:

Go through the setting wizard to customize the software to your practice.

Advanced Settings Tips:

Patient Data export is a great place to get a mailing and birthday list.

Patient Account Tips:

SOAP Note Day Sheet- Click “File, report and Daysheet.” Select date and click “Generate Report”. Right click over patient’s name on alphabetical list and click “Edit” to get into the patient’s demographic information

Documentation Tips:

Creating Templates will help when creating care plans for your patients. Care plans speed up your daily note-taking process.

Financial Tips:

In the Payment Plan section you can create Auto Draft Payments. The Insurance Estimate allows you to apply an allowable fee schedule and patient eligibility benefits for a more accurate picture of the patient’s out of pocket expenses

Appointment Book Tips:

Create recurring appointments for your patients by clicking “Find Next Slot”. To print an appointment list for the next day click “Reports”, change the date, and click “Find”.

Billing Tips:

Clearing house reports are under E-claims reports. Basic Patient Ledger is a quick overview of a patient’s account.

Mobile SOAP App Tips:

Work flow needs to be created from the desktop application before creating notes with the app.