Link to manual on customizing
Link to manual on managing insurance claims
Link to manual on managing patient accounts
Link to manual on managing office reports
Link to manual on managing ehr charts
Link to manual on managing appointments
Link to manual on managing patient billing
link to manual on backup and restore data

MANAGING PATIENT DATA

Adding New Patient Demographics

1) In the patient data window, click the button “New Patient” at the top
2) In the pop up window, enter the patients first and last name (NOTE: A username, password, and account ID will automatically be generated)
3) Click “Save” in the pop up window to save and exit
4) Click on the patients name and click the button “Edit Patient”
5) Enter the remaining demographic information in the appropriate fields
6) Click “Update” at the bottom to save information

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Adding a new insurance company

1) Click any patients name
2) Click the button “Edit Patient” at the top of the window.
3) Click “Select Insurance Company”.
4) In the pop up window, click “New” button
5) Enter the information in the “Insurance Company Data” window.
6) If insurance company automatically forwards claims to patients’ secondary insurance carrier, (i.e. Medicare) check the box “Do not submit secondary”.
7) Click “OK” to save and exit.

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Editing Insurance Company Information

1) Click on any patients name
2) Click the button “Edit Patient” at the top of the window.
3) Click “Select Insurance Company”.
4) Select the insurance company you want to edit
5) Click “edit” in the “select insurance company window”
6) Change the appropriate information in the “insurance company data” window that appears.
7) A warning popup window will appear. Click Yes to save changes and exit window.
8) Click “OK” to save and exit

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Recording Insurance Benefits

1) In the patient data application, click on the patients name.
2) Click button “Edit Patient” at the top.
3) Click button “Select Insurance Company”
4) In the pop-up window, find the primary insurance company and check the box under the column labeled primary.
5) Type the insured’s ID number and group number in the columns labeled “patient insurance ID number” and “group number” respectively.
6) If there is a secondary insurance company, follow the same steps in the secondary column.
7) If patient has workers compensation or personal injury claim, check the box under the column “
8) Click “Ok” to save and close
9) Select the drop menu within the field labeled “Visit Type” to choose “standard insurance visits” or “deductible insurance visit”. (NOTE: do NOT use the “Deductible Insurance Visit” option if you have no insurance reimbursement fees recorded in the administration window. See pages 11-12 to learn how to populate these fees.)
10) Enter the primary insurance company Co-pay and Co-insurance (NOTE: do NOT use the “Co-insurance” option if you have no insurance reimbursement fees recorded in the administration window. See page … to learn how to populate these fees.)
11) Enter referring physician’s name in the appropriate field
12) Enter referring provider’s insurance ID in field labeled “Referring Provider’s ID”. If unknown, leave blank.
13) Enter referring provider’s NPI number in field labeled “Referring Provider’s NPI”
14) Select the type of case from the drop menu labeled “case”
15) To add a new case, click on the button “New Case” and type the description in the pop-up window. Click “OK” to save and exit.
16) If condition occurred from an automobile, work or other personal injury, then check the appropriate box labeled “auto”, “employment”, or “other accident” respectively.
17) Enter the date of incident by clicking on the calendar icon and selecting the appropriate date.
18) Enter Prior Authorization Number if required
19) Click “Update” to save
20) NOTE: If insured information is different from the patient’s, click button “Insured (if different)” at the bottom of the window and enter the appropriate information.

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Creating A New Account

Adding New Patient Demographics

1) In the patient data window, click the button “New Patient” at the top
2) In the pop up window, enter the patients first and last name (NOTE: A username, password, and account ID will automatically be generated)
3) Click “Save” in the pop up window to save and exit
4) Click on the patients name and click the button “Edit Patient”
5) Enter the remaining demographic information in the appropriate fields
6) Click “Update” at the bottom to save information

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Adding a new insurance company

1) Click any patients name
2) Click the button “Edit Patient” at the top of the window.
3) Click “Select Insurance Company”.
4) In the pop up window, click “New” button
5) Enter the information in the “Insurance Company Data” window.
6) If insurance company automatically forwards claims to patients’ secondary insurance carrier, (i.e. Medicare) check the box “Do not submit secondary”.
7) Click “OK” to save and exit.

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Editing Insurance Company Information

1) Click on any patients name
2) Click the button “Edit Patient” at the top of the window.
3) Click “Select Insurance Company”.
4) Select the insurance company you want to edit
5) Click “edit” in the “select insurance company window”
6) Change the appropriate information in the “insurance company data” window that appears.
7) A warning popup window will appear. Click Yes to save changes and exit window.
8) Click “OK” to save and exit

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Recording Insurance Benefits

1) In the patient data application, click on the patients name.
2) Click button “Edit Patient” at the top.
3) Click button “Select Insurance Company”
4) In the pop-up window, find the primary insurance company and check the box under the column labeled primary.
5) Type the insured’s ID number and group number in the columns labeled “patient insurance ID number” and “group number” respectively.
6) If there is a secondary insurance company, follow the same steps in the secondary column.
7) If patient has workers compensation or personal injury claim, check the box under the column “
8) Click “Ok” to save and close
9) Select the drop menu within the field labeled “Visit Type” to choose “standard insurance visits” or “deductible insurance visit”. (NOTE: do NOT use the “Deductible Insurance Visit” option if you have no insurance reimbursement fees recorded in the administration window. See pages 11-12 to learn how to populate these fees.)
10) Enter the primary insurance company Co-pay and Co-insurance (NOTE: do NOT use the “Co-insurance” option if you have no insurance reimbursement fees recorded in the administration window. See page … to learn how to populate these fees.)
11) Enter referring physician’s name in the appropriate field
12) Enter referring provider’s insurance ID in field labeled “Referring Provider’s ID”. If unknown, leave blank.
13) Enter referring provider’s NPI number in field labeled “Referring Provider’s NPI”
14) Select the type of case from the drop menu labeled “case”
15) To add a new case, click on the button “New Case” and type the description in the pop-up window. Click “OK” to save and exit.
16) If condition occurred from an automobile, work or other personal injury, then check the appropriate box labeled “auto”, “employment”, or “other accident” respectively.
17) Enter the date of incident by clicking on the calendar icon and selecting the appropriate date.
18) Enter Prior Authorization Number if required
19) Click “Update” to save
20) NOTE: If insured information is different from the patient’s, click button “Insured (if different)” at the bottom of the window and enter the appropriate information.

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MANAGING PAPER DOCUMENTS AND IMAGE FILES

Scanning with TWAIN drivers

1) Click the “Source” button,
2) Select scanner in pop up window
3) Click “Select” to save & close
4) Click “Scan” button and follow the steps in the scanner utility window,
5) Type the image description and/or notes in the designated text fields
6) Click “OK” to exit and import the image.

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Scanning with WIA drivers

1) Click the “WIA Scan” button,
2) Select scanner in pop up window
3) Click “Ok” to save and close,
4) Follow the steps in the windows scanner utility window
5) Type the image description and/or notes in the designated text fields
6) Click “OK” to exit and import the image.

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Removing Documents

1) Select the document in the thumbnail list on the left
2) Click “Remove” button to delete documents from the list.

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Printing Documents

1) Select the document in the thumbnail list
2) Click “print” button
3) In the print preview window, click “Print”
4) Follow the steps in the printer utility window.

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Adding an Image File

(i.e. a jpg, bmp, or png file)

1) Click “Add” at the bottom of the imported documents window
2) Find the file on your computer and click “Open”
3) In the next window, type the image description and/or notes in the designated text fields
4) Click “OK” to exit and import the image.

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Removing an Image File

1) select the image in the thumbnail list on the left
2) click “Remove” button to delete image from the list.

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Printing an Image File

Printing an image file: 1) select the image in the thumbnail list, 2) click “print” button, 3) In the print preview window, click “Print”, 4) Follow the steps in the printer utility window.

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Managing Paper Documents

Scanning with TWAIN drivers

1) Click the “Source” button,
2) Select scanner in pop up window
3) Click “Select” to save & close
4) Click “Scan” button and follow the steps in the scanner utility window,
5) Type the image description and/or notes in the designated text fields
6) Click “OK” to exit and import the image.

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Scanning with WIA drivers

1) Click the “WIA Scan” button,
2) Select scanner in pop up window
3) Click “Ok” to save and close,
4) Follow the steps in the windows scanner utility window
5) Type the image description and/or notes in the designated text fields
6) Click “OK” to exit and import the image.

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Removing Documents

1) Select the document in the thumbnail list on the left
2) Click “Remove” button to delete documents from the list.

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Printing Documents

1) Select the document in the thumbnail list
2) Click “print” button
3) In the print preview window, click “Print”
4) Follow the steps in the printer utility window.

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Managing Image Files

Adding an Image File

(i.e. a jpg, bmp, or png file)

1) Click “Add” at the bottom of the imported documents window
2) Find the file on your computer and click “Open”
3) In the next window, type the image description and/or notes in the designated text fields
4) Click “OK” to exit and import the image.

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Removing an Image File

1) select the image in the thumbnail list on the left
2) click “Remove” button to delete image from the list.

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Printing an Image File

Printing an image file: 1) select the image in the thumbnail list, 2) click “print” button, 3) In the print preview window, click “Print”, 4) Follow the steps in the printer utility window.

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See a 5 Min. DemoWATCH HERE