Administrator's Setup Workflow
Welcome to your new Database! Let's get started with your setup! The workflow below will guide you through the setup steps in the most efficient manner.
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Statement/Invoice Profiles Setup
Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...
Check In/Check Out Daily Workflow
Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check In Process On the Calendar, select the Patient's Appointment or Search for the Patient's Appointment. Verify the Patient's Demographics. Select Modify Demographics ...
Wind River Lane Terminal Setup
Initial Setup To set up the credit card device successfully, an internet connection is required, either through an Ethernet cable or Wi-Fi, depending on the chosen device. Verify that an Ethernet port or nearby router is accessible from your ...
Quick Start Guide
Basic setup of the System There is initial setup that needs to be done before using your System. There are step-by-step instructions to guide you through the setup of each Library. Once you have added the basic Libraries, you will be ready for your ...
Anesthesia Billing Setup
Activate Anesthesia Billing A System Setting is used to activate Anesthesia functionality in the System. Admin > System Settings > General > ANESTHESIA > Y Anesthesia Time Units Set up the Anesthesia Time Units Admin > Anesthesia Time Units System ...