FAQ

Frequently Asked Questions

Configure different SOAPs for different Appointment Types
When you're on the "Exam Flow Management" screen with the list of exam types, you'll see some buttons next to each type: So if y...
Mon, 27 Apr, 2020 at 6:07 PM
Adding an Estimate to an Appointment / Encounter
turn an estimate into an invoice, you would go through the following steps. 1. Schedule an appointment from the calendar page 2. Check the appo...
Mon, 27 Apr, 2020 at 6:10 PM
Creating an Appointment Type
make sure that you have a service item in QuickBooks that will map to the appointment type.  Once that is done, you can go to Manage Appointments from t...
Tue, 1 Dec, 2020 at 10:09 AM
Adding an appointment
First go to the Appointments screen and then just click a spot on the calendar. This will open the appointment creator Here you woul...
Mon, 27 Apr, 2020 at 6:14 PM
Reassigning tasks for a clinic user
To reassign those, you would go to the Practice Manager Dashboard. To get there you click on the Practice Management option from the gear menu. Once t...
Mon, 4 May, 2020 at 9:21 AM
Create reminders for Vaccinations administered previously
To add Vaccination information that will generate future reminders you first go to the patients chart (history). From here you open the context menu in the ...
Wed, 10 Jun, 2020 at 11:52 AM
How do I best upload test results?
For best (filterable) results you should use the "Test History" note type (under "Enter Note") that looks like this: This will all...
Tue, 16 Jun, 2020 at 9:31 AM
SMS Autoresponder
To start with your auto responder settings will look something like: Two important things that should be pointed out: First the auto responder is e...
Wed, 17 Jun, 2020 at 6:25 PM
Change Patient Owners (Transfer patient)
To transfer ownership, first find the correct patient on the search screen. Once you have found the patient, you click on the context menu for that patient ...
Wed, 15 Mar, 2023 at 7:15 AM
Create a daily reconciliation ("end of day") report in QuickBooks
A daily reconciliation report is going to be based off of the standard Transaction Detail by Account Report. So the first thing you do is to (in QuickBo...
Thu, 11 Feb, 2021 at 11:58 AM