User Guide
RCM
General
- Create New Patient Referral Sources
- Create New Patient Referral Sources
- Options on the Patient Overview page
- How to Set Up Patient Flags
- How to Setup an Operatory
- How to Set Up Location Information
Scheduler (Diary)
- Add & Manage Lab Cases
- How to Set up Working Hours and Holidays
- Create Diary Views for Office Use
- How Can I Add the Diary Filter for a User?
- Customize Scheduler View
- How to Set Up A Lab
Patient Services
- How to Setup Patient Connect
- New Patient For Patient Kiosk
- Patient Check-in from Patient Kiosk
- View Treatment and Accept from Office Mode
- Edit Account Details from Office Mode of Patient Connect
- Patient Portal Book Appointments
Clinical
- Mark Treatment as Complete and Charge Codes
- Upload Images to CareStack
- How to Create Care Notes
- How to Trigger Care Notes from Procedure Codes
- Smart Answers and Smart Phrases
- Add Prescriptions to Patients
Patient Payments
- How to Assign Fee Schedule
- Write Off Patient Balances
- Print Patient Ledger
- Payment Transactions List
- Payment Plan Control Center
- Manage Unadjusted Transaction Charges
Patient Engagement
Reporting & Ananlytics
- Production Summary Report
- Generate Cashing Up Report
- Set Up a List in Opportunity Miner
- Use Cases from Opportunity Miner
- All About the Appointments Report
- Income Allocation Report