Tutorials

Tutorials for new users, experienced users and prospective users.

New Tutorials are added now and then so please return as often as you like.  These are excellent for new staff training, touch up training for the experienced user and also as a taste of how the program can work for you as a prospective user.

Accounts Lookup        
Alerts     
Adding a New Patient     
Claims     
Collections Management     
Creating an Appointment     
Customizing EMR     
Foundations of Billing     
HCFA/UB92     
Initial Setup   


Insurance Eligibility:     
Viewing in Appointments     
Checking by Appointment     
Checking in Batches
Insurance Payment Posting        
Letters functionality      
Letter Generation - Logs    
Letter Template Management    
Most used reports for Month End Reporting      
NPI      
Patient Check In and Check Out      
Patient Statements    


Progress Notes Templates:    
Creating a Template (Family Practice)      
Creating a Template (Specialty Practice)      
Creating a Template Simulation      
Saving a Progress Notes as a Template      
Setting Progress Notes Template Defaults      
Using Progress Notes Templates
Refunds        
Specialty Forms
Submit Claims using IPE      
Telephone Encounters      
Templates    


UDS Reports:    
Configuring UDS Reports      
Using UDS Reports