Features overview presentation.
Video-only (no speakers required)
- Patient Management
- Electronic Health Records
- Appointments
- Recalls
- Insurance
- Inventory
- Orders
- Accounting
- Reports
- Marketing
- Commissions
- Time-Clock
- E-mail
- And More…
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Features Overview |
Play Book Presentation
Video-only (no speakers required)
- Setting Up Employees
- Using the Time Clock
- Entering a New Patient
- Setting Up Insurance Information
- Creating an Insurance Claim
- Adding an Insurance Plan to a Company
- Billing Medicaid
- Entering Insurance Payments
- Entering Patient Payments
- Entering a New Frame
- Entering VCI Glasses Orders
- Entering VCI Contact Lens Orders
- Entering VSP Glasses Orders
- Entering VSP Contact Lens Orders
- Entering a Quick Cash Order
- Printing Barcode Labels
- Changing/Entering Prices in Inventory
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Play Book Presentation |
- Categories Setup
- Sales Tax Setup
- Customize Receipt Notes
- Recall Reasons Setup
- Required Fields Setup
- Patient's Custom Fields Setup
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Getting Started Setup Part 1 |
- Entering Company information
- Physician and provider information setup
- Employees information/ Login names and passwords
- Commission Structures Setup
- Marketing Options Setup
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Getting Started Setup Part 2 |
- Inventory Setup:
-
Frames
- Spectacle Lenses
-
Contact Lenses (Names & Manufacturers)
-
Other (Miscellaneous Inventory)
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Getting Started Setup Part 3 |
- Insurance Companies Setup
- Insurance Plans
Setup
- Frame Markup Formula
- Supplier and Labs Setup
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Getting Started Setup Part 4 |
- Entering Patient's Information
- Searching for existing patients
- Storing Patient's Pictures
- Filling out prescriptions
- Using the Rx Pad
- Track, modify or delete Orders, Claim Insurance and Calendar
Appointments
- Associate Family members
- Use the Interactions Tab
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Patients |
- Scanning and editing Exam Forms
- Attaching forms to patients records
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Electronic Health Records (EHR) |
- Customize the calendar to your practice needs
- Services setup
- Physician availability and availability exemptions
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Appointment Scheduler Setup |
- Navigating through the calendar
- Changing
calendar colors
- Book, modify and
cancel appointments
- Calendar Printing options
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Using the
Appointment Scheduler |
- How to create, send and delete employee messages
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Employee Messages |
- How to use the time clock feature
- How to
modify time clock entries
- Report of hours worked
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Time-Clock |
- Creating personalized letters
- Using merge
fields
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Letters and Labels |
- Using the recall system
- How to print recall
labels
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Recall Labels - Create Custom List |
- Searching for existing orders
- Creating new orders
- Processing payments
- Printing receipts and lab orders
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Quick Order |
- Setting up the X-charge interface
- Setting up your credit card processing hardware
- Collecting payments
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Credit and Debit Card Processing |
- Post payments to multiple orders
using a single screen
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Batch Payments |
- Processing returns and refunds
- How refunds are reflected on the day sheet
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Returns and Refunds |
- Obligation of charges transfer from patient to
insurance and vice versa
- Transfer a credit from insurance to patient
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Balance Transfers between Patient & Insurance |
- Customize Diagnosis Codes
- Searching for diagnosis codes
- Adding diagnosis codes to orders
- HICF 1500 and diagnosis codes
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Diagnosis Codes |
- How to setup, generate and submit insurance claims
- Single and batch claims
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Insurance Claims |
- Insurance plans Setup
- How to automatically calculate Insurance, patient and
discount amounts in a new order using
- Frame price calculation formula
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Insurance Fee Schedule Setup |
- How to use the insurance fee schedule
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Using the Insurance Fee Schedule |
- How to create custom reports on Excel
Video-only (no speakers required)
|
Creating Custom Reports on Excel |