{"id":972,"date":"2020-01-31T22:10:55","date_gmt":"2020-01-31T22:10:55","guid":{"rendered":"https:\/\/paydc.com\/paydcsupport\/?page_id=972"},"modified":"2020-01-31T23:08:13","modified_gmt":"2020-01-31T23:08:13","slug":"quick-tips","status":"publish","type":"page","link":"https:\/\/paydc.com\/paydcsupport\/quick-tips\/","title":{"rendered":"Quick Tips"},"content":{"rendered":"

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Getting Started Tips:<\/h4>
Go through the setting wizard to customize the software to your practice.<\/div><\/div><\/a><\/div>\n
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Advanced Settings Tips:<\/h4>
Patient Data export is a great place to get a mailing and birthday list.<\/div><\/div><\/a><\/div>\n
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Patient Account Tips:<\/h4>
SOAP Note Day Sheet- Click \u201cFile, report and Daysheet.\u201d Select date and click \u201cGenerate Report\u201d. Right click over patient\u2019s name on alphabetical list and click \u201cEdit\u201d to get into the patient\u2019s demographic information<\/div><\/div><\/div>\n
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Documentation Tips:<\/h4>
Creating Templates will help when creating care plans for your patients. Care plans speed up your daily note-taking process.<\/div><\/div><\/a><\/div>\n
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Financial Tips:<\/h4>
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\u2019s out of pocket expenses<\/div><\/div><\/div>\n
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Appointment Book Tips:<\/h4>
Create recurring appointments for your patients by clicking \u201cFind Next Slot\u201d. To print an appointment list for the next day click \u201cReports\u201d, change the date, and click \u201cFind\u201d.<\/div><\/div><\/a><\/div>\n
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Billing Tips:<\/h4>
Clearing house reports are under E-claims reports. Basic Patient Ledger is a quick overview of a patient\u2019s account.<\/div><\/div><\/a><\/div>\n
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Mobile SOAP App Tips:<\/h4>
Work flow needs to be created from the desktop application before creating notes with the app.<\/div><\/div><\/div>\n[\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

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