Client / Patient Interactions
How do I create an appointment on the schedule?
Schedule --> Click anywhere on the schedule --> Look up the client/patient --> Create Appointment
An invoice must be ______ prior to being able to process payment.
Finalized
How do I create a new encounter outside of an appointment?
Patient Chart --> "New" --> Select Encounter Template
Where do I enter charges in an encounter?
Orders
Where do I find...incoming emails and text messages for clients?
Inbox
How do I log conversations with clients? (2 answers)
1. Patient Chart --> New --> Phone Call
2. Patient Chart --> New --> Communication Log
How can I tell if an owner has an outstanding balance?
In the patient's chart, there will be a orange DUE tag
How do I search the chart to find a specific items or keywords (EX: otitis externa, nuclear sclerosis, heartworm test)?
Patient Chart --> Search Bar
How do I create an estimate? (2 Answers)
Same Day Estimate: Enter Encounter --> Use Bottom Footer --> Create Estimate
Future Services:Patient Chart --> Billing --> Estimates --> Create Estimate
Where do I find...previous consent forms and estimates for a patient and send a new consent form?
Patient Chart --> Forms
How can I quickly lookup a price for a client?
Quick Price Check Tool ($)
On the ____ page, I can see patients in "Checking Out"
Flow
Where can I download full medical records for a patient?
Patient Chart --> Tools --> Full Medical Records
I must update the dose AND ____ when ordering medications for the chart and invoice to be accurate.
Quantity
Where do I find...the end of day report?
Financials --> End of Day
Users can assign ____ to be completed by other users.
Tasks
How do I email or print a client's invoice?
Patient Chart --> Billing --> Select invoice --> Email Invoice or Download PDF
How do I mark a medical record as complete and prevent further edits?
Encounter --> SIGN
How do I order a labs and print a requisition sheet?
Patient Chart --> Encounter --> "Order Lab"
Where do I find...all invoices for the day and check the payment status of these invoices?
Financials --> Invoices
Where do I enter notes or alerts that should NOT be sent in the patient's medical record? (2 answers)
1. Patient/Client Alerts in Chart
2. Private Note
How do I process a split payment?
Invoice --> Check Out --> Select the amount on the "Pay Now" line --> Edit this amount
What can I use to quickly input discharge instructions or general information for clients?
Macros
How do I link an estimate to an encounter?
Patient Chart --> Billing --> Enter Estimate --> Assign Encounter Under Clipboard (Encounter Must Be Started)
Where do I find...tasks and Open Encounters with my name associated with them?
Dashboard