Julie R.

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Articles

Recent activity by Julie R. Recent activity Votes
  • Using a Fee Schedule For Self Pay Patients

      Using a Fee Schedule to discount Services/Supplements for patients WITHOUT Insurance   The steps provided within this article can be followed if you have a cash clinic/practice and want to b...

  • Training Guide For New Clinics

    Welcome to your Training Guide!! Your training guide has been broken down into Five Phases. We recommend that you complete one phase before moving on to the next.  Below you will find a specific se...

  • Training Guide for New Employees of Established Clinics

    Hello!! Welcome to your Training Guide. Below you will find a specific set of Training Videos and Articles that we have categorized to help you, as a new user, become comfortable within your softwa...

  • Needing Some Additional EMR Training from Support?

    Please click HERE to schedule some training time with a support representative. This can be one on one or staff training. When scheduling, indicate in the note section what you would like training ...

  • How to customize your Rolodex

    Patient Rolodex   The New Rolodex Layout allows for the ability to completely customize your Rolodex view.           If you Right-Click a Column Header, You Can Select the following options: Unpi...

  • Trying to Export Patients from Chiro touch?

      Exporting Patients from Chiro touch We have successfully exported Patient Lists from them and here are some instructions on how to do this:   Click on Chiro Touch Front Desk Click on “Billing St...

  • Trying to Export a Patient Demographics list from Atlas?

    Within Atlas, you can generate a report of all your active patients by going to: Reports -> Patient Reports -> Patient Lists. From here you can click "report" and generate a report of all your a...

  • User Groups- Add/Edit/Delete

    User Group Options Clinics have the ability to add privileges to staff members based on groupings. There are some defaults available but, each one can be completely customized. For example: the Doc...

  • Add Billing Entity

      This is where you will enter the providers NPI's, Tax Id's, etc., for billing insurance payers. A Billing Entity must be created for each person who will be billing services under their provider ...

  • List Manager

      The List Manager is where you will manage various options throughout your Database. To access, go to Administration area, then click on List Manager button. First, select the list you want to man...