TABLE OF CONTENTS

Overview and Shortcut Training

Scheduler

Check In/Check Out

Charge Posting

Billing Tips

Objective and Goals – Claims Processing

Collection Module

Faxes Received and Viewing Sent Faxes

Patient Ledger

My Tasks

Diagnostic/Lab Tracking

Insurance Payment Posting

Objective and Goals – Scanning and Document Management

Document Categories, Letterhead, and Letter Template Set-up

Sure Scripts

Objective and Goals – Visit Note Data Entry Only

Patient Special Search

Family Billing

IMS Auto Check-In

Billing Dashboard

Objective and Goals – Set-up CPT and ICD-9 Options

Objective and Goals – Charge Posting