Organize - How to Clean Up Your Doctor File
Did you know the order that producers come up in while posting charges is the same as the list order in Doctors on the Main Menu
Organize - Deactivating or Reactivating Patients and Accounts
Patients and accounts can be inactivated or reactivated either individually or as a group based on common criteria.
Best Practices - Year End Procedures
When year-end arrives, there are some tasks that MUST be done prior to beginning a new year and some that are recommended but not required.
Marketing - How to Build a Holiday List
Each year beginning around the end of September our Customer Support department receives many calls about how to create a list of “active patients” to receive a holiday greeting.
Insurance - How to Create a List of Patients with Remaining Benefits
If your office uses treatment plans to record pending treatment for your patients, you can create a list of patients who have pending treatment and who also have insurance benefits remaining for this year.