Show Me How/Help Topics/Smart Tips
Show Me How/Help Topics/Smart Tips
- Located on the Title bar at the top of the screen, you have access to Help Topics. These will appear as a Show Me How link which gives you access to Knowledge Base Documentation, Videos, and PDFs.
- Show me How is on all primary Dashboards except the Reports Dashboard which has a Question Mark.
- Located on the bottom left, you have access to Help Topics plus the ability to search by a Key Word or Question.
- Located on the Left Side Menu, you have access to the Knowledge Base Articles.
Show Me How on the Title Bar
Select Show Me How for a list of topics.
- Home Dashboard
- Keyboard Shortcuts (Tour)
- Filter Criteria Controls (Tour)
- Find Patient/Guarantor Dashboard
- Find Patients/Guarantors/Policyholders (Tour)
- Find Inactive Patients (Tour)
- Shortcut to Registration (Tour)
- Scheduling Dashboard
- Add Appointment Types (Tour)
- Add Calendar Resources (Tour)
- Add Calendar Slots (Tour)
- Add Appointment Statuses (Tour)
- Add Calendar Builds (Tour)
- Download the Calendar App (Tour)
- Charges Dashboard
- Payments Dashboard
- Claims Management Dashboard
- Batch/Send Electronic Claims (Tour)
- Claim Submission Queue (Tour)
- Statements Management Dashboard
- Interface Dashboard
- Reports
- PHI Reports
- Libraries Dashboard
- Pay To/Billing Locations Setup (Tour)
- Add Procedure Codes (Tour)
- Billing/Rendering Provider Setup (Tour)
- Referring Provider Setup (Tour)
- Service Facilities Setup (Tour)
- Edit Insurance Library (Tour)
- Add an Employer (Tour)
- Admin Dashboard
- Admin Setup (Tour)
- Add New User (Tour)
- Add new Statement Profile (Tour)
- Change Log (Tour)
Search for a Topic using Show Me How (Bottom Left)
To make it more convenient to retrieve Articles from the Knowledge Base, use Show Me How on the bottom left.
- Select ? Show Me How.
- Enter a question or a key word in the Search field to find Articles, Videos, and PDFs.
Icon Types
Question Mark (?) on the Title Bar
Click the Question Mark on the title bar for a list of topics.
- Reports Dashboard
- Secondary Dashboards, such as:
- Patient Dashboard
- Encounter Dashboard
- Cases
- Add Payment Receipt
Smart Tips throughout the System
There are Question Marks located beside topics that contain Smart Tips. Hover-over the Question Mark to view additional information.
- Buttons
- Links
- Report Filters
- Individual Fields
Example 1: The Enrollments button
Example 2: Links
Example 3: Report Filters
Example 4: Individual Fields
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