Julie R.

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Articles

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  • How To Apply A Write-Off Within A Patients Ledger

     In the software there are two ways to apply a write off within a patient's ledger. A Bulk Write-Off or A Manual Write-Off. The Bulk Write off area can be used to write off Patient Balances ONLY. I...

  • Interested in Moving to Fortis as your Integrated Merchant?

    Interested in Moving to Fortis as your Integrated Merchant?   We are now integrated with Fortis!   **Check out the attachment for to view the Fortis brochure created for our clients** Here is the i...

  • Understanding A Patient's Ledger

    PATIENT LEDGER A patient's ledger is the section of a patient file that houses all payments the patient has made as well as all charges for products purchased, and for services provided to the pati...

  • Adding A Secondary To An Existing Insurance Policy

      * Please note, when following the instructions below, the system WILL NOT allow you to select the same start date as the Primary Policy. If you need both the Primary and Secondary to start at the...

  • Over The Counter Charges (OTC)

      The OTC are of your software Toolbar allows you to apply charges to a New or Existing Patient. Anyone you need to add a charge to, MUST be a patient and have a case created. Allows you to a add c...

  • CPT Stat Report

      The CPT STAT Report will give you information on a CPT codes performance within your Database. This report will show you by CPT code: the frequency or units, total amounts, tax, total amount col...

  • Patient Recall Report

      The Patient Recall Report will allow the clinic to run a report to see how long its been since the patients' last completed appointment, if they do not have a future appointment scheduled.   This...

  • How to Enter a New Care Plan to a Patient's Case w/o using a Care Plan Template

        Please note: If you are your office provides certain types of Care Plans in the office, you can create a template to save time. You would create your template in Admin > Care Plan     How to En...

  • Care Plan- Utilizing a Care Plan Template without needing to alter data within

    How to Apply a Care Plan Template to a patient Utilizing a care plan template to apply a care plan to create a care plan for a patient will save the clinic a lot of time. When you are utilizing a C...

  • How to Create and Use Document Templates

    How to Create and Use Document Templates   The documentation template feature is where a clinic can create professional letters, referrals, and SOAP note templates. This article will show the steps...