PRE-MIGRATION
On the pre-migration call, what two items are included in Part 1 of the call?
Migration tool and begin export macros
If the office goes to use Cloud the day after migration and it will not allow them to select an appointment type on the scheduling screen - what is the issue?
Where can you see and manage patient's who do not wish to receive communications?
Patient Opt- Out List
When you email a form directly to a current patient this section will automatically update.:
Patient Demographics
You use this feature when you want to sent a mass message out to patients on your schedule:
Broadcast
Which two Microsoft programs are needed for migration:
Word & Excel
True or false: it is ok to remove the migrated placeholder charge from the encounters that migrated ?
FALSE! Only remove the migrated placeholder charges from new/ auto salted encounters.
This feature in Engage allows you to filter out specific patients to add only or exclude from automatic reminders....
Patient Groups
In this section you can see pending forms that need to be connected to a patient:
Review
To automatically find all patients who are due for an appointment but do not have an appointment on the schedule and send them a text or email you would use this feature...
Patient Recall
What two things are required of active providers that intend to be migrated in the migration tool:
1. email address matching the one used in Cloud
2. NPI number
What should you do if patient's were accidently checked in as self pay when they should have been insurance ?
Edit the bill type on the invoice and make sure the insurance policy is active on their profile.
This Engage feature only works with emails and not with text messaging.:
Campaigns
What does the orange triangle indicate on the Patient Form Review page?
Patient not found in Chirotouch
This is the section you want to use when offices want to determine who received emails from CT Engage:
Manage Users
Migrate all open balances, do not migration open balances, and _________ are the options Migrating offices have for their leger data choices.
Configure open balances
In Classic, fee schedules are associated with the______. In Cloud fee schedules are associated with the_____.
Patient in Classic
Payer in Cloud
If an office does not have a website, they can trying using this instead for their 10DLC....
Social medica BUSNESS url
Which forms come automatically defaulted on the Patient Intake form ?
HIPAA & Patient Messaging Consent
How can you make public links to intake forms ?
Get URL in the Actions menu of the form.
What 4 reports do we advise clients to run in classic prior to ledger migration:
Which field in classic is related to "care type" in cases in Cloud?
True or False: You can block someone on patient communicator?
TRUE! See INFO box in upper right of communicator
Consents and other forms only show up in the patient's profile under documents whereas questionnaires can also be seen in this section of the software:
The chart note!
If you want to send a review request outside of the system's normal parameters what can you do?
QUICK SEND! (Overview screen)