2. Staff and Associate Topics
Schedule an appointment for a new patient
Schedule an appointment for an existing patient
Add a new patient
Search database for patient
Patient Work Flow
Patient Check In
Update patient account details
Direct text message patient
Reply to text messages sent from a patient
Personalize theme and background
Refund an order
Patient Profile upload / manage paper documents
Set patient as inactive
Add patient primary insurer information
Securely email prescription link
Manage a material order
Selecting payment type for order
Add and manage contacts to securely transmitted reports
Update patient date of payment
Reschedule an appointment
Run a daily report
Run a day end payment report
Run a month end payment report
Run a year end payment report
Delete unwanted exam
Delete unwanted patient
Add patient intraoffice notes / alerts
How to create and send a eyeglasses lab order
3. Doctor Topics
Finalize multiple eyeglasses prescriptions
Finalize multiple contact lens prescriptions
Finalize exam
Generate Customized Referral
Generate and transmit Medical Rx
Exam form builder to manage exam default values
Add customized eyeglasses doctor recommendations
Securely fax patient prescription from exam form
Copy refraction data in subtests
Using Review of Systems
Adding Multiple HPIs to chief complaint
Enter / Finalize RGP Lens
Create, fax, download a contact lens trial
View and import any previous exam findings
Managing trial contact lens orders
4. Admin Topics
Exportable and in-app finance report
Set doctor reoccurring schedule
Set doctor schedule out of office & closures
Add Doctor Signature
Set doctor special schedule
Set store reoccurring schedule
Set store schedule out of office & closures
Set store special schedule
Update and manage patient automated text message and emails
Customize patient intake form
Manage Patient Terms of Service / Agreements
Filters in payments
Add a new contact lens
Customize header, footer data, and patient information for reports
Manage eyeglass and misc item inventory
Add procedures into the Master List
Enter insurance payers
Color code appointments / exam procedures to display in the calendar
5. Billing Topics
Claim Submission to Trizetto
Print CMS-1500 Text File
Post an insurance payment
Posting Multiple Insurance Payments
Bulk claim submission
6. Super Admin Topic
Add new user
Assign store to user
Add new store
Set up to a integrate Marco device
Patient export
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ifeoma ezeani wrote: Feb 2, 2023
Yes, hepful.