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/CZKO'[GU"602"JCU"OCP["PGY"HGCVWTGU"KP"CNOQUV"CNN"QH"VJG"CTGCU"YKVJKP"/CZKO'[GU"VJCV"
FKFPNV"GZKUV"KP"CP["RTGXKQWU"XGTUKQPU0"6JKU"VWVQTKCN"KU"FGUKIPGF"VQ"UJQY"[QW"VJGKT"NQECVKQP."
WUG"CPF"DGPGHKVU0
2CVKGPV"/CPCIGT
6JG"2CVKGPV"/CPCIGT"EQPVCKPU"C"XCTKGV["QH"PGY"HGCVWTGU<
Patient Records Purpose
Pre-Registration Screen Allows you to quickly enter the minimum data necessary to schedule an
appointment
Welcome Form Allows you to collect patient info, visual and medical histories, and
insurance information
Referral Required Flag Allows you to instantaneously know that the patients insurance com-
pany requires a referral
Table 1
4"""/CZKO'[GU
2TG/4GIKUVTCVKQP"5ETGGP
0QY."YJGPGXGT"[QW"ETGCVG"C"PGY"RCVKGPV"TGEQTF."C"RTG/TGIKUVTCVKQP"UETGGP"YKNN"CRRGCT"
VJCV"CNNQYU"[QW"VQ"SWKEMN["GPVGT"VJG"OKPKOWO"COQWPV"QH"RCVKGPV"FCVC"VQ"UEJGFWNG"VJG"
RCVKGPV0
;QW"OWUV"EJQQUG"YJGVJGT"VQ"WUG"VJKU"HGCVWTG"QP"VJG"5GVWR"VCD"QH"5[UVGO"2TGHGTGPEGU0
Inactive Patients Allows you to choose whether or not to include a patient in the recall
found sets
Thank You for Referring Letter Allows you to send thank you letters to the individual who referred the
patient to your practice
Primary Care Physician Allows you to link the primary care physician to the Referring Physician
list
Referring Auths Allows you to store up to five referring doctor authorizations per insur-
ance company
Notes Allows you to view the insurance company notes from Office Admin on
the Benefits & Auths tab
Recall There are now additional types of recall letters
Patient Records Purpose
Table 1
Figure 1
0GY"602"(GCVWTGU""5
9GNEQOG"(QTOU
/CZKO'[GU"PQY"JCU"YGNEQOG"HQTOU"VJCV"CNNQY"[QW"VQ"EQNNGEV"KORQTVCPV"FCVC"HTQO"DQVJ"
PGY"CPF"TGVWTPKPI"RCVKGPVU0
6JG"YGNEQOG"HQTOU"CNNQY"[QW"VQ"EQNNGEV<
U 2CVKGPV"KPHQ
U 8KUWCN"JKUVQT[
U /GFKECN"JKUVQT[
U +PUWTCPEG"KPHQ
6Q"WUG"VJG"YGNEQOG"HQTOU<
3 %NKEM"9GNEQOG"(QTOU"QP"VJG"2CVKGPV"4GEQTFU"EQOOCPF"OGPW0
1PEG"[QW"ENKEM"9GNEQOG"(QTOU."VJG"9GNEQOG"(QTO"UETGGP"CRRGCTU0"0QVG"VJCV"VJG"YGN/
EQOG"HQTO"KU"FKXKFGF"DGVYGGP"HQWT"VCDU0
4 %NKEM"2TKPV"QP"VJG"9GNEQOG"(QTOU"EQOOCPF"OGPW0
5 )KXG"VJG"RTKPVGF"HQTOU"VQ"VJG"RCVKGPVU"YJGP"VJG["EQOG"KPVQ"VJG"YCKVKPI"TQQO0
0QVG<"5QOG"QH"VJG"KPHQTOCVKQP"CNTGCF["GZKUVKPI"KP"2CVKGPV"4GEQTFU"YKNN"VTCPUHGT"CWVQOCVKECNN["VQ"
VJG"YGNEQOG"HQTO0
Figure 2
Figure 3
Figure 4
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VJG"FCVC"QPVQ"VJG"9GNEQOG"(QTO"VCDU0
9JGP"GPVGTKPI"VJG"RCVKGPVNU"/GFKECN"*KUVQT["KP"VJG"'ZCO"/CPCIGT."[QW"ECP"PQY"EQR["
VJG"FCVC"HTQO"VJG"9GNEQOG"(QTO"VQ"VJG"UGNGEVGF"/GFKECN"*KUVQT["VCD"*QT"VQ"VJG"GPVKTG"
UGV"QH"/GFKECN"*KUVQT["VCDU+"YKVJ"VJG"ENKEM"QH"C"DWVVQP0
+PCEVKXG"2CVKGPVU
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5GNGEV"VJKU"EJGEM"DQZ"VQ"RTGXGPV"VJG"RCVKGPV"HTQO"DGKPI"KPENWFGF"KP"VJG"TGECNN"HQWPF"UGVU0
6JCPM";QW".GVVGT"HQT"4GHGTTCNU
;QW"ECP"PQY"IGPGTCVG"C"6JCPM";QW"NGVVGT"VQ"UGPF"VQ"VJG"KPFKXKFWCN"KP"VJG"4GHGTTGF"$["
HKGNF"QH"VJG"&GOQITCRJKE"+PHQ"UGEVKQP"QH"VJG"4GHGTTKPI"&GVCKNU"VCD0
6Q"IGPGTCVG"VJKU"V[RG"QH"6JCPM";QW"NGVVGT<
Figure 5
Figure 6
0GY"602"(GCVWTGU""7
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4 5GNGEV"6JCPM";QW".GVVGT"/"4GHGTTKPI"HTQO"VJG"CWZKNKCT["OGPW0
#HVGT"UGNGEVKPI"6JCPM";QW".GVVGT"/"4GHGTTKPI."VJG"NGVVGT"YKNN"DG"IGPGTCVGF"CPF"YKNN"DG"
CFFTGUUGF"VQ"VJG"KPFKXKFWCN"KP"VJG"4GHGTTGF"$["HKGNF0
Figure 7
Figure 8
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YGNN0
Figure 9
Figure 10
Click in the ID field and select from the drop-
down list or double-click in the field and manu-
ally type in the information
0GY"602"(GCVWTGU""9
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9JGP"[QW"ETGCVG"VJG"+PUWTCPEG"%QORCPKGU"NKUV."[QW"ECP"KPFKECVG"D["UGNGEVKPI"C"EJGEM"
DQZ."VJCV"VJKU"KPUWTCPEG"EQORCP["TGSWKTGU"C"TGHGTTCN0
9JGP"CP"KPUWTCPEG"EQORCP["YKVJ"VJG"4GHGTTCN"4GSWKTGF"EJGEM"DQZ"UGNGEVGF"KU"EJQUGP"
HQT"C"RCVKGPV."VJG"$GPGHKVU"("#WVJU"VCD"YKNN"KPFKECVG"VJKU0
+PUWTCPEG"%QORCP["0QVGU
6JG"PQVGU"GPVGTGF"YKVJ"VJG"KPUWTCPEG"EQORCPKGU"CTG"PQY"VTCPUHGTTGF"QP"VQ"VJG"$GPGHKVU"
("#WVJU"VCD0
0QVG<"6JKU"KU"CNUQ"TGHNGEVGF"D["C"RWTRNG"FKCOQPF"QP"VJG"UEJGFWNG"WPVKN"VJG"CWVJQTK\CVKQP"KU"
GPVGTGF0"
Figure 11
Figure 12
:"""/CZKO'[GU
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VKQPU"RGT"KPUWTCPEG"EQORCP[0
Figure 13
Figure 14
0GY"602"(GCVWTGU"";
$KNNKPI"/CPCIGT
6JG"$KNNKPI"/CPCIGT"QH"/CZKO'[GU"EQPVCKPU"C"XCTKGV["QH"PGY"HGCVWTGU"CU"YGNN<
Figure 15
New Features Purpose
Routing Tickets Allows you to print batch tickets based on scheduled patients for the spe-
cific day
Copay Receipts Allows you to print a specific receipt for copayments only
Billing Alert Allows you to enter specific notes regarding the patient or insurance
Charge and Payment
Remarks
Allows you to enter notes regarding the specifics of a charge or payment
Enhancements to the Super-
bill Relookup command
Allows users to receive prompts to so that they can avoid writing over
areas that have been modified intentionally
Insurance Relookup Allows you to relookup the insurances selected on the Insurance Details
tab only
Tax Notes Allows you to note which tax was applied and why
Table 2
32"""/CZKO'[GU
4QWVKPI"6KEMGVU
9JGP"[QW"RTKPV"TQWVKPI"VKEMGVU."C"UWRGTDKNN"KU"ETGCVGF"HQT"GCEJ"RCVKGPV"VJCV"JCU"C"VKEMGV"
RTKPVGF0
%QRC["4GEGKRVU
6Q"RTKPV"C"TGEGKRV"URGEKHKECNN["HQT"C"EQRC[<
3 (TQO"VJG"5WRGTDKNN"QT"2C[OGPVU"UETGGPU."UGNGEV"%QRC["4GEGKRV"HQT"VJKU"$KNN"HTQO"VJG"
#WZKNKCT["OGPW0
4 8GTKH["VJCV"VJG"KPHQTOCVKQP"KU"EQTTGEV"CPF"VJGP"ENKEM"2TKPV"CV"VJG"VQR"QH"VJG"UETGGP0
Statement Tracking Allows you to track when statements were sent for each bill
Check Reconciliation Allows you to find all bills and their total to ensure that the whole amount
was posted
New Features Purpose
Table 2
Figure 16
0GY"602"(GCVWTGU""33
$KNNKPI"#NGTV
/CZKO'[GU"PQY"CNNQYU"[QW"VQ"GPVGT"CP"CNGTV"OGUUCIG"TGICTFKPI"C"URGEKHKE"DKNN"CV"VJG"DQV/
VQO"QH"VJG"$KNNKPI"CPF"2C[OGPVU"UETGGPU0
6Q"GPVGT"C"$KNNKPI"#NGTV<
3 %NKEM")Q"#NGTV"CV"VJG"DQVVQO"TKIJV"QH"VJG"UETGGP0
Figure 17
Figure 18
34"""/CZKO'[GU
4 9JGP"VJG"#NGTV"FKCNQI"DQZ"CRRGCTU."ENKEM"KP"VJG"HKGNF"CPF"V[RG"KP"VJG"FGUKTGF"CNGTV"
OGUUCIG0
5 %NKEM"%QPVKPWG"CV"VJG"DQVVQO"QH"VJG"FKCNQI"DQZ0
6 ;QW"YKNN"DG"VCMGP"DCEM"VQ"VJG"KPKVKCN"UETGGP"CPF"VJG"#NGTV"OGUUCIG"YKNN"CRRGCT"KP"VJG"
ITGGP"HKGNF"CV"VJG"DQVVQO"QH"VJG"UETGGP0
%JCTIG"CPF"2C[OGPV"4GOCTMU
;QW"ECP"PQY"GPVGT"EJCTIG"TGOCTMU"VQ"VJG"NKPG"KVGOU"QP"VJG"UWRGTDKNN"CPF"GPVGT"RC[OGPV"
TGOCTMU"QP"VJG"NKPG"KVGOU"QH"VJG"2C[OGPVU"UETGGPU0"'PVGTKPI"VJGUG"TGOCTMU"CTG"FQPG"KP"
VJG"UCOG"YC[."VJGTGHQTG"GPVGTKPI"C"%JCTIG"4GOCTM"YKNN"DG"WUGF"VQ"KNNWUVTCVG"JQY"DQVJ"
CTG"ETGCVGF"CPF"XKGYGF0
6Q"ETGCVG"C"%JCTIG"4GOCTM<
Figure 19
Figure 20
0GY"602"(GCVWTGU""35
3 %NKEM"VJG"DWVVQP"KP"VJG"4O"EQNWOP"PGZV"VQ"VJG"FGUKTGF"EJCTIG0
4 9JGP"VJG"%JCTIG"FKCNQI"DQZ"YKNN"CRRGCT."ENKEM"KP"VJG"HKGNF"CPF"UGNGEV"C"TGOCTM"HTQO"
VJG"FTQR/FQYP"NKUV"QT"FQWDNG/ENKEM"KP"VJG"HKGNF"CPF"V[RG"KP"C"TGOCTM0
5 %NKEM"%QPVKPWG"CPF"[QW"YKNN"DG"VCMGP"DCEM"VQ"VJG"UWRGTDKNN0"#P[VKOG"[QW"ENKEM"VJKU"
4O"DWVVQP"CICKP."VJG"OGUUCIG"[QW"LWUV"GPVGTGF"YKNN"CRRGCT"KP"VJG"%JCTIG"4GOCTMU"FKC/
NQI"DQZ0
'PJCPEGF"5WRGTDKNN"4GNQQMWR
0QY"YJGP"[QW"WRFCVG"C"UWRGTDKNN."[QW"YKNN"DG"UJQYP"C"UGTKGU"QH"RTQORVU"UQ"VJCV"[QW"ECP"
CXQKF"QXGTYTKVKPI"CTGCU"[QWNXG"CNTGCF["OQFKHKGF"KPVGPVKQPCNN[0
9JGP"[QW"ENKEM"4GNQQMWR"6JKU"$KNN"QP"VJG"5WRGTDKNN"QT"2C[OGPVU"EQOOCPF"OGPWU."VJG"
HQNNQYKPI"VYQ"RTQORVU"YKNN"DG"FKURNC[GF"CNNQYKPI"[QW"VQ"EJQQUG"YJCV"KPHQ"VQ"WRFCVG0
Figure 21
Figure 22
36"""/CZKO'[GU
+PUWTCPEG"4GNQQMWR
0QY"[QW"ECP"WRFCVG"VJG"KPUWTCPEG"FCVC"QP"VJG"UWRGTDKNN"YJGP"[QWNXG"OCFG"EJCPIGU"QP"
VJG"+PUWTCPEG"&GVCKNU"VCD"QH"2CVKGPV"4GEQTFU0
5GNGEV"4GNQQMWR"+PUWTCPEG"*3/8+"HTQO"VJG"5ETKRV"OGPW"QH"VJG"5WRGTDKNN"QT"2C[OGPVU"
UETGGPU"CHVGT"[QWNXG"OCFG"VJG"FGUKTGF"EJCPIGU"QP"VJG"+PUWTCPEG"&GVCKNU"VCD0
Figure 23
Figure 24
Figure 25
0GY"602"(GCVWTGU""37
6CZ"0QVGU
0QY"/CZKO'[GU"CNNQYU"[QW"VQ"GPVGT"PQVGU"TGICTFKPI"VJG"VCZGU"VJCV"CTG"CUUKIPGF"VQ"FKH/
HGTGPV"EJCTIGU0";QW"ECP"GPVGT"CPF"XKGY"VCZ"PQVGU"QP"VJG"2C[OGPVU"UETGGPU0
6Q"GPVGT"C"VCZ"PQVG<
3 %NKEM"VJG"6CZ"DWVVQP"PGZV"VQ"VJG"RC[OGPV"[QW"YKUJ"VQ"PQVCVG0
1PEG"[QWNXG"ENKEMGF"VJG"6CZ"DWVVQP."VJG"6CZ"0QVG"FKCNQI"DQZ"YKNN"CRRGCT0
4 %NKEM"KP"VJG"5GNGEV"6CZ"0QVG"HKGNF"CPF"UGNGEV"C"PQVG"HTQO"VJG"FTQR/FQYP"NKUV."QT"
FQWDNG/ENKEM"KP"VJG"HKGNF"CPF"V[RG"KP"VJG"FGUKTGF"PQVG0
Figure 26
Figure 27
38"""/CZKO'[GU
5 %NKEM"%QPVKPWG"CV"VJG"DQVVQO"TKIJV"QH"VJG"FKCNQI"DQZ"VQ"TGVWTP"VQ"VJG"2C[OGPVU"
UETGGP0
5VCVGOGPV"6TCEMKPI
/CZKO'[GU"PQY"CNNQYU"[QW"VQ"VTCEM"YJKEJ"RCVKGPVU"JCF"UVCVGOGPVU"IGPGTCVGF"QP"C"RCT/
VKEWNCT"FCVG0
6Q"VTCEM"YJKEJ"RCVKGPVU"JCF"C"UVCVGOGPV"IGPGTCVGF<
3 %NKEM"(KPF"2CVKGPV"QP"VJG"2CVKGPV"4GEQTFU"EQOOCPF"OGPW0
4 'PVGT"VJG"FCVG"[QW"YKUJ"VQ"UGCTEJ"D["KP"VJG"5VCVGOGPV")GP"&CVG"HKGNF"QP"VJG"(KPF"
2CVKGPV"FKCNQI"DQZ0
5 %NKEM"%QPVKPWG"QP"VJG"UKFG/DCT0
Figure 28
Figure 29
Figure 30
0GY"602"(GCVWTGU""39
6 6JG"HQWPF"UGV"QH"RCVKGPVU"JCXKPI"UVCVGOGPVU"IGPGTCVGF"QP"VJCV"FCVG"YKNN"DG"IGPGT/
CVGF"CPF"FKURNC[GF"KP"VJG"NKUV"XKGY0
%JGEM"4GEQPEKNKCVKQP
/CZKO'[GU"PQY"CNNQYU"[QW"VQ"HKPF"CNN"VJG"DKNNU"VJCV"CTG"CUUQEKCVGF"YKVJ"C"RCTVKEWNCT"EJGEM0"
6JKU"KU"C"JCPF["PGY"VQQN"VJCV"NGVU"[QW"VQVCN"VJG"DKNNU"VQ"OCMG"UWTG"VJG"GPVKTG"COQWPV"YCU"
RQUVGF0
6Q"XGTKH["VJCV"C"EJGEM"EQXGTU"CNN"QH"VJG"CUUQEKCVGF"DKNNU<
3 %NKEM"(KPF"$KNN"QP"VJG"5WRGTDKNN"QT"2C[OGPVU"EQOOCPF"OGPWU0
4 9JGP"VJG"(KPF"$KNN"FKCNQI"DQZ"CRRGCTU."GPVGT"VJG"EJGEM"PWODGT"KP"VJG"%JGEM"%"
HKGNF0
5 %NKEM"%QPVKPWG"QP"VJG"UKFG/DCT"CPF"VJG"NKUV"QH"DKNNU"CUUQEKCVGF"YKVJ"VJG"URGEKHKGF"
EJGEM"YKNN"DG"IGPGTCVGF0
Figure 31
Figure 32
3:"""/CZKO'[GU
'ZCO"/CPCIGT
6JG"'ZCO"/CPCIGT"CNUQ"EQPVCKPU"C"XCTKGV["QH"PGY"HGCVWTGU"KP"/CZKO'[GU"602<
Figure 33
New Features Purpose
Exam Log Allows the user to copy all exam data into a secure file when the Data
Transfer button is clicked
Final Rx/Dx button Allows the user to return to the Final Rx/Dx tab from a specialty exam
Previous Rx Allows the user to choose whether to copy the previous Rx from the
last Rx or from the previous exam
Contact Lens Flow Sheet There is an added lens type to the Trials Flow Sheet in the CL Evalua-
tion
Copy Previous Diagnosis Allows you to copy the previous diagnosis to the current exam
Copy Previous Exam findings Allows you to copy previous exam results to the current exam
Digital Pen Allows you to place an electronic signature on the letters and exams
created in MaximEyes
Drawing Module Allows you to create detailed graphics that correspond directly to the
diagnoses and procedures
Find Patient Records Allows you to take a found set of exams to generate a found set of all
corresponding patient records
Copy from OD buttons Allows you to copy the exam data from the right eye to the left eye
Table 3
0GY"602"(GCVWTGU""3;
'ZCO".QI
6Q"UGV"WR"VJG"GZCO"NQI"VQ"UGEWTG"[QWT"GZCO"FCVC<
3 )Q"VQ"VJG"'ZCO"VCD"QH"5[UVGO"2TGHGTGPEGU0
4 5GNGEV"VJG".QI"VJG"GZCO"FCVC"VQ"C"RCUUYQTF"RTQVGEVGF"HKNG"EJGEM"DQZ0
1PEG"[QWNXG"UGNGEVGF"VJKU"RTGHGTGPEG."WPOQFKHKCDNG"EQRKGU"QH"GXGT["GZCO"YKNN"DG"RNCEGF"
KP"VJG"'ZCO".QI
6Q"CEEGUU"VJG"'ZCO".QI<
3 )Q"VQ"VJG"'ZCO"/CPCIGT0
4 (TQO"VJG"9KPFQYU"OGPW"UGNGEV"/QTG"9KPFQYU000
5 (TQO"VJG"5GNGEV"9KPFQY"FKCNQI"DQZ."UGNGEV"'ZCO.QI0HR50"
Figure 34
Figure 35
42"""/CZKO'[GU
(KPCN"4Z1&Z"$WVVQP
#HVGT"EQORNGVKPI"C"URGEKCNV["GZCO."/CZKO'[GU"PQY"CNNQYU"[QW"VQ"SWKEMN["TGVWTP"VQ"VJG"
(KPCN"4Z1&Z"VCD"VQ"TGXKGY"CPF"CRRTQXG"CNN"FCVC"DGHQTG"[QW"ENKEM"&CVC"6TCPUHGT0
%QR[KPI"VJG"2TGXKQWU"4Z
;QW"ECP"EJQQUG"YJGVJGT"VQ"EQR["VJG"2TGXKQWU"4Z"HTQO"VJG"NCUV"4Z"QT"HTQO"VJG"RTGXKQWU"
GZCO0
Figure 36
Figure 37
0GY"602"(GCVWTGU""43
%QR[KPI"VJG"2TGXKQWU"&KCIPQUKU
;QW"ECP"PQY"EQR["VJG"FKCIPQUKU"GPVGTGF"QP"VJG"NCUV"GZCO"VQ"VJG"EWTTGPV"GZCO"UKORN["D["
ENKEMKPI"%QR["2TGXKQWU"&KCIPQUKU"KP"VJG"&KCIPQUGU"UGEVKQP"QH"VJG"(KPCN"4Z1&Z"VCD0
%QR[KPI"2TGXKQWU"'ZCO"(KPFKPIU
/CZKO'[GU"PQY"CNNQYU"[QW"VQ"EQR["RTGXKQWU"GZCO"HKPFKPIU"HQT"VJG"#PVGTKQT"CPF"2QUVG/
TKQT"VCDU"VQ"VJGUG"VCDU"QH"VJG"EWTTGPV"GZCO"CV"VJG"ENKEM"QH"C"DWVVQP0
6JKU"KU"C"XCNWCDNG"HGCVWTG"YJGP"VJG"RTGXKQWU"GZCO"FCVC"JCU"PQV"EJCPIGF"QT"JCU"PQV"
EJCPIGF"OWEJ."GUUGPVKCNN["NGVVKPI"[QW"GFKV"VJG"RTGXKQWU"FCVC"VJCV"JCU"EJCPIGF"CU"QRRQUGF"
VQ"GPVGTKPI"KV"CNN"CICKP"HTQO"UETCVEJ0
1P"VJG"#PVGTKQT"QT"2QUVGTKQT"VCDU"QH"VJG"GZCO"[QW"YKUJ"VQ"EQR["RTGXKQWU"GZCO"FCVC"VQ."
ENKEM"%QR["2TGXKQWU"(KPFKPIU0
Figure 38
Figure 39
Figure 40
44"""/CZKO'[GU
6JG"&TCYKPI"6QQN
6JG"&TCYKPI"6QQN"KU"QPN["CXCKNCDNG"VQ"VJQUG"YJQ"JCXG"RWTEJCUGF"KV"UGRCTCVGN[0
6JG"&TCYKPI"6QQN"IKXGU"[QW"EQORTGJGPUKXG"FTCYKPI"ECRCDKNKVKGU"VQ"ITCRJKECNN["KNNWUVTCVG"
VJG"FKCIPQUGU"CPF"RTQEGFWTGU"CPF"KU"CEEGUUGF"YJGP"[QW"ENKEM"QP"VJG"GXCNWCVKQP"DWVVQPU"
QP"VJG"#PVGTKQT"5GIOGPV"CPF"2QUVGTKQT"5GIOGPV"VCDU0
)GPGTCVKPI"C"5GV"QH"2CVKGPV"4GEQTFU"HTQO"'ZCO
1PEG"[QWNXG"ETGCVGF"C"HQWPF"UGV"QH"GZCOU."/CZKO'[GU"PQY"CNNQYU"[QW"VQ"IGPGTCVG"C"NKUV"
QH"RCVKGPV"TGEQTFU"DCUGF"QP"VJG"HQWPF"UGV"QH"GZCOU0
3 )GPGTCVG"C"HQWPF"UGV"QH"GZCOU0
4 (TQO"VJG"5ETKRV"OGPW."UGNGEV"(KPF"VJGUG"2CVKGPVU"KP"2CVKGPV"4GEQTFU0
Figure 41
Figure 42
0GY"602"(GCVWTGU""45
4Z"/CPCIGT
6JG"4Z"/CPCIGT"EQPVCKPU"C"YKFG"XCTKGV["QH"PGY"HGCVWTGU"VQ"OCMG"OCP["QH"VJG"VCUMU"RGT/
HQTOGF"YKVJKP"VJG"4Z"/CPCIGT"DQVJ"HCUVGT"CPF"GCUKGT0
6CDDGF"(QTOCV
6JG"FKHHGTGPV"VCDU"CNNQY"[QW"VQ"GPVGT"CNN"EQORTGJGPUKXG"KPHQTOCVKQP"KP"CP"QTICPK\GF."GCU/
KN["CEEGUUKDNG"OCPPGT"EQPEGTPKPI"VJG"RCVKGPVNU"4Z."NCD"QTFGT."HGGU"CPF"EJCTIGU0
6JG"VCDU"CNNQY"GCU["PCXKICVKQP"DGVYGGP"VJGUG"ITQWRU"QH"KPHQTOCVKQP"CU"YGNN"CU"VJG"CDKNKV["
VQ"GPVGT"OWEJ"QH"VJG"KPHQTOCVKQP"WUKPI"FTQR/FQYP"NKUVU."4Z"NKUVU."CPF"GXGP"VJG"CDKNKV["VQ"
VTCPUHGT"KPHQTOCVKQP"DGVYGGP"4Z"CPF"QVJGT"RCTVU"QH"/CZKO'[GU"VQ"UCXG"[QW"VKOG"D["JCX/
KPI"VQ"GPVGT"KPHQTOCVKQP"QPN["QPG"VKOG0
.KMG"OCP["QVJGT"UETGGPU"CPF"HQTOU"KP"/CZKO'[GU."OQUV"QH"VJG"HKGNFU"QP"VJG"4Z"VCDU"ECP"
DG"HKNNGF"D["UGNGEVKPI"HTQO"FTQR/FQYP"NKUVU0
5RGEVCENG"4Z
6JG"5RGEVCENG"4Z"VCD"CNNQYU"[QW"VQ"GPVGT"KPHQTOCVKQP"TGICTFKPI<
# 4Z"QTFGT"KPHQ
$ 4Z"FCVC
% .GPU"V[RG."UV[NG."CPF"QRVKQPU"URGEKHKECVKQPU
& .GPU"VKPV"URGEKHKECVKQP
' 5GNGEVGF"HTCOG"FCVC
(TQO"VJG"5RGEVCENG"4Z"VCD"[QW"ECP<
( %QR["VQ"QT"RCUVG"HTQO"VJG"ENKRDQCTF
) 8KGY"VQFC[NU"URGEVCENG"'6#U
New Features Purpose
Tabbed Format Allows you to easily enter and view organized information
Duplicate Rx Allows you to copy a similar Rx to modify instead of creating the order
from scratch
Auto Billing Allows you to link all items and services to a fee schedule so that they will
be applied from Rx
Rx Lists Allows you to quickly make Rx selections
Table 3-1
46"""/CZKO'[GU
* 6TCEM"VJG"LQD"CPF"HTCOG"QTFGT"UVCVWU
+ 'PVGT"CPF"VTCEM"NCD"QTFGT"FCVC
%."4:
6JG"%."4Z"VCD"KU"UKOKNCT"VQ"VJG"5RGEVCENG"4Z"VCD"CPF"CNNQYU"[QW"VQ"GPVGT"KPHQTOCVKQP"
TGICTFKPI<
# %."4Z"QTFGTKPI"KPHQ
$ 4Z"FCVC
% %QPVCEV"NGPU"OCVGTKCN."V[RG."CPF"TGCUQP
& +PXGPVQT["FCVC
' %."HGGU
6JG"%."4Z"VCD"CNUQ"CNNQYU"[QW"VQ<
( 8KGY"VJG"'6#U"EWTTGPVN["FWG
) 6TCEM"LQD"CPF"QTFGT"UVCVWU"QTFGT"UVCVWU
* %QR["VQ"QT"RCUVG"HTQO"VJG"ENKRDQCTF
+ 'PVGT"PQVGU
A
B
C
E
D
F G
I
H
Figure 43 The Spectacle Rx tab
0GY"602"(GCVWTGU""47
/+5%'..#0'175"
6JG"/KUE"VCD"CNNQYU"[QW"VQ<
# 'PVGT"CPF"MGGR"VTCEM"QH"VJG"QTFGTKPI"KPHQ
$ 'PVGT"CFFKVKQPCN"4Z"KPHQ
% 'PVGT"PQVGU
& &GHKPG"VJG"UGIOGPV"JGKIJV"TGHGTGPEG
' &GHKPG"VJG"QRVKECN"EGPVGT"TGHGTGPEG
A
C
E
D
B
F
I
H
Figure 44 The CL Rx tab
G
48"""/CZKO'[GU
$KNNKPI
1PG"QH"VJG"OQUV"EQPXGPKGPV"CURGEVU"QH"VJG"4Z"OQFWNG"KU"KVU"KPVGTCEVKQP"YKVJ"5WRGTDKNN//
KPHQTOCVKQP"KU"GCUKN["VTCPUHGTTGF"HTQO"VJG"$KNNKPI"VCD"VQ"VJG"RCVKGPVNU"UWRGTDKNN"VQ"GNKOKPCVG"
VJG"PGGF"QH"TGV[RKPI"VJG"KPHQTOCVKQP0"6JG"$KNNKPI"VCD"EQPVCKPU<
# 5GTXKEG"CPF"RTQFWEV"DKNNKPI"KPHQ
$ &GUETKRVKQP"CPF"DKNNKPI"KPHQTOCVKQP"QH"VJG"UGNGEVGF"KPXGPVQT["KVGOU"
% (GG"HKNVGT."HGG"UEJGFWNG."CPF"KPUWTCPEG"EQORCP["+&U
& #DKNKV["VQ"WRFCVG"KPXGPVQT["KVGOU"HTQO"VJG"QVJGT"VCDU
' #DKNKV["VQ"VTCPUHGT"VJG"4Z"DKNNKPI"FCVC"VQ"VJG"UWRGTDKNN
( 6QVCN"EJCTIGU"CPF"CFLWUVOGPV"FCVC
Figure 45 The Miscellaneous tab
A
C
B
E D
0GY"602"(GCVWTGU""49
&WRNKECVKPI"4ZU
/CZKO'[GU"PQY"CNNQYU"[QW"VQ"FWRNKECVG"CP"4Z0"+H"[QW"CTG"ETGCVKPI"CP"4Z"VJCV"KU"VJG"UCOG"
QT"UKOKNCT"VQ"CPQVJGT"4Z"[QWNXG"ETGCVGF"HQT"VJG"RCVKGPV."[QW"ECP"FWRNKECVG"VJG"RTGXKQWU"
4Z"CPF"VJGP"OQFKH["KV0
;QW"ECP"FWRNKECVG"GKVJGT"VJG"GPVKTG"QTFGT"QT"LWUV"VJG"4Z0"6Q"FWRNKECVG"C"RTGXKQWU"4Z<
3 7UG"VJG"(KPF"4Z"EQOOCPF"VQ"NQECVG"VJG"4Z"[QW"YKUJ"VQ"FWRNKECVG0
A
E
F
D
B
C
Figure 46 The Billing tab
Figure 47 Previous Rx to duplicate
4:"""/CZKO'[GU
4 %NKEM"&WRNKECVG"4Z"QP"VJG"EQOOCPF"OGPW0
5 #HVGT"ENKEMKPI"&WRNKECVG"4Z."[QW"YKNN"DG"RTQORVGF"VQ"EJQQUG"YJGVJGT"VQ"FWRNKECVG"
VJG"GPVKTG"QTFGT"QT"LWUV"VJG"4Z0"*(QT"VJKU"GZCORNG"YG"YKNN"EJQQUG"VQ"FWRNKECVG"QPN["VJG"
GPVKTG"QTFGT+0
1PEG"VJKU"KU"UGNGEVGF."C"PGY"4Z"QTFGT"YKNN"DG"ETGCVGF"EQPVCKPKPI"CNN"QH"VJG"UCOG"KPHQTOC/
VKQP0
#WVQ"$KNNKPI
/CZKO'[GU"PQY"CNNQYU"[QW"VQ"NKPM"CNN"QH"[QWT"NKUV"KVGOU"VQ"C"HGG"UEJGFWNG"CPF"VJKU"YKNN"
CWVQOCVKECNN["DG"CRRNKGF"VQ"VJG"$KNNKPI"VCD0
Figure 48
Figure 49
Figure 50
0GY"602"(GCVWTGU""4;
7UKPI"6JG"4Z".KUVU
.KMG"KP"VJG"QVJGT"CTGCU"QH"/CZKO'[GU."[QW"ECP"GPVGT"FCVC"D["V[RKPI"FKTGEVN["KPVQ"HKGNFU"QT"
D["UGNGEVKPI"QRVKQPU"HTQO"FTQR/FQYP"NKUVU0"5QOG"QH"VJG"FCVC"KU"CNUQ"CWVQOCVKECNN["VTCPU/
HGTTGF"KPVQ"4Z"HTQO"QVJGT"CTGCU"QH"/CZKO'[GU0"
*QYGXGT."WPKSWG"VQ"VJG"4Z"OCPCIGT"CTG"VJG"4Z"NKUVU0"9JGP"[QW"ENKEM"KP"CP["QH"VJG"HKGNFU"
QWVNKPGF"KP"TGF."C"UETGGP"YKNN"CRRGCT"YKVJ"QPG"QT"OQTG"FKCNQI"DQZGU"QH"QRVKQPU"VQ"EJQQUG0"
6JGUG"FKCNQI"DQZGU"CTG"FGUKIPGF"UQ"VJCV"[QW"ECP"EQPXGPKGPVN["XKGY"CPF"OCMG"UGNGEVKQPU"
HTQO"VJG"GPVKTG"NKUV"QH"QRVKQPU0
5GNGEVKPI"(TQO"6JG"4Z".KUVU
6Q"UGNGEV"QPG"QH"VJG"QRVKQPU"HTQO"VJG"OGPW"QH"CP"4Z"NKUV"ENKEM"VJG"5GNGEV."1&"QT"15"DWV/
VQP"*FGRGPFKPI"QP"YJKEJ"NKUV"OGPW+"VQ"VJG"TKIJV"QH"VJG"QRVKQP0"6JKU"VTCPUHGTU"VJG"KVGO"VQ"
VJG"TGURGEVKXG"5GNGEVGF"1RVKQPU"HKGNF"FKTGEVN["CDQXG"VJG"NKUV0
0QVG<"&GHCWNV"4Z"NKUVU"CTG"KPENWFGF"KP"[QWT"/CZKO'[GU"U[UVGO0
+ORQTVCPV<"/CMG"UWTG"VJG"EQTTGEV"1TFGT"6[RG"KU"UGNGEVGF"KP"VJG"4Z0"852"WUGU"C"FKHHGTGPV"UGV"QH"
NKUVU"YJKEJ"QPN["852"YKNN"CEEGRV"
Click in the Lens Type field to access and select
from the Lens Type list for both the OD and OS
fields
Figure 51 The Lens Type section of the
Spectacle Rx tab
Figure 52 The Lens Type Rx list menu
Make OD and OS selections by
clicking on these buttons
Select OU to select the same
option for both OD and OS
Click Clear to delete the
selection
Click Edit to manually type or modify the
selection
52"""/CZKO'[GU
5GVVKPI"7R"VJG"4Z".KUVU
6JG"4Z"NKUVU"CTG"CP"GUUGPVKCN"RCTV"QH"VJG"4Z"/CPCIGT"CPF"EQTTGURQPF"FKTGEVN["VQ"VJG"HKGNFU"
QP"VJG"5RGEVCENG"CPF"%."4Z"VCDU0"9JGP"[QW"ENKEM"KP"EGTVCKP"HKGNFU."C"FKCNQI"DQZ"YKNN"
CRRGCT"CNNQYKPI"[QW"VQ"XKGY"VJG"GPVKTG"NKUV"CPF"UGNGEV"VJG"FGUKTGF"QRVKQP0"
;QW"ECP"CNUQ"WUG"4Z"NKUVU"URGEKHKECNN["FGUKIPGF"HQT"WUG"YKVJ"852"VJCV"QPN["EQPVCKP"KVGOU"
CRRTQXGF"D["8520"
9JGP"[QW"ENKEM"4Z".KUVU"QP"VJG")GPGTCN"VCD."VJG"4Z".KUVU"UETGGP"CRRGCTU0
6JG"UETGGP"KU"OCFG"WR"QH<
# 6JG"NKUV"OGPW
$ 6JG"PCOG"CPF"1TFGT"6[RG"QH"VJG"FKURNC[GF"NKUV
% 6JG"FKURNC[GF"NKUV
& 6JG"EQOOCPF"OGPW
.+56"/'07
6JG".KUV"/GPW"CNNQYU"[QW"VQ"XKGY"CPF"OQFKH["CNN"QH"VJG"4Z"NKUVU"KP"[QWT"U[UVGO0
6JG".KUV"/GPW"NGVU"[QW"CEEGUU"CP["QH"VJG"4Z"NKUVU"[QW"YKUJ"VQ"XKGY"QT"OQFKH[."CNN"QH"YJKEJ"
CTG"NCDGNGF"QP"VJG"OGPW0"9JGP"[QW"ENKEM"QP"C"NKUV"OGPW"DWVVQP."VJG"EQTTGURQPFKPI"NKUV"
YKNN"CRRGCT"DGNQY"VJG"OGPWU0
A
B
C
D
Figure 53 The Rx Lists screen
0QVG<"$GHQTG"GFKVKPI"CP["QH"VJG"NKUVU."OCMG"UWTG"VJCV"VJG"EQTTGEV"QTFGT"V[RG"KU"UGNGEVGF0
0GY"602"(GCVWTGU""53
.+56"0#/'"#0&"14&'4"6;2'
6JG"PCOG"CPF"QTFGT"V[RG"QH"VJG"FKURNC[GF"NKUV"KU"UJQYP"TKIJV"DGNQY"VJG"NKUV"OGPW0"
.+56"+6'/5
6JG"NKUV"KVGOU"KP"GXGT["NKUV"CTG"KFGPVKECN"KP"VJGKT"HQTO"CPF"EQPVCKP"C"EQFG."FGUETKRVKQP."HGG"
UJQTVEWV."CPF"RTKEG0
7RFCVKPI"6JG"4Z".KUVU
6JG"EQOOCPF"OGPW"NGVU"[QW"EWUVQOK\G"VJG"4Z"NKUVU"VQ"VJG"PGGFU"QH"[QWT"RTCEVKEG"D["
CFFKPI."HKPFKPI."CPF"FGNGVKPI"KVGOU"KP"VJG"NKUVU0"6JG"EQOOCPF"OGPW"CNUQ"JCU"CP"CFFKVKQPCN"
EQOOCPF."VJG"7RFCVG"852".KUVU"DWVVQP0
Figure 54 The List menu
Figure 55 List name and order type
Figure 56 The Lens Types list
Figure 57 The Rx Command Menu
54"""/CZKO'[GU
*QYGXGT."VJKU"KU"QPN["CXCKNCDNG"VQ"EWUVQOGTU"YJQ"JCXG"RWTEJCUGF"VJG"/CZ/852".KPM"OQF/
WNG0"6JG"EQOOCPF"OGPW"YQTMU"KP"VJG"UCOG"OCPPGT"CU"VJG"QVJGT"UGVWR"EQOOCPF"OGPWU."
GZEGRV"HQT"VJG"7RFCVG"852".KUVU"DWVVQP0
#&&+0)"#0"+6'/"61"#".+56
9JGP"[QW"ENKEM"#FF".KUV"+VGO"QP"VJG"EQOOCPF"OGPW."VJG"#FF"0GY"+VGO"FKCNQI"DQZ"
CRRGCTU"CNNQYKPI"[QW"VQ"CFF"OWNVKRNG"KVGOU"VQ"CP["QH"VJG"NKUVU0
#HVGT"[QW"ENKEM"#FF"+VGO."VJG"KVGO"KU"CFFGF"VQ"VJG"NKUV."CPF"ENGCTU"VJG"#FF"0GY"+VGO"FKC/
NQI"DQZ"VQ"CNNQY"[QW"VQ"CFF"CPQVJGT"KVGO"VQ"CP["QH"VJG"4Z"NKUVU0
(+0&+0)"#0"+6'/
9JGP"[QW"ENKEM"(KPF".KUV"+VGO"QP"VJG"4Z".KUVU"EQOOCPF"OGPW."C"DNCPM"NKUV"KVGO"YKNN"
CRRGCT"KP"VJG"FKURNC[GF"NKUV"UGEVKQP"QH"VJG"UETGGP0
;QW"ECP"UGCTEJ"D["GPVGTKPI"VJG"FGUKTGF"KVGONU"EQFG."FGUETKRVKQP."QT"HGG"UJQTVEWV"CPF"
ENKEMKPI"(KPF"QP"VJG"UKFG/DCT0
&'.'6+0)"#0"+6'/
5GNGEV"CP"KVGO"GKVJGT"D["WUKPI"VJG"(KPF".KUV"+VGO"EQOOCPF"*CU"RTGXKQWUN["FKUEWUUGF+."QT"D["
FKURNC[KPI"C"NKUV"CPF"UGNGEVKPI"VJG"FGUKTGF"KVGO"D["ENKEMKPI"QP"KV."VJGP"ENKEM"&GNGVG".KUV"+VGO"
QP"VJG"EQOOCPF"OGPW0
9JGP"[QW"ENKEM"&GNGVG".KUV"+VGO"QP"VJG"EQOOCPF"OGPW."C"FKCNQI"DQZ"YKNN"CRRGCT"CUMKPI"
KH"[QW"YKUJ"VQ"FGNGVG"VJG"GPVKTG"TGEQTF0
Figure 58 The Add Item dialog box
Click in the field
and select the
order type
Click in the field
and select the list
you wish to add
the item to
Click in the field
and type in the
code for the
new item
Click in the field and
type in the descrip-
tion of the new item
Shows the
number of
items you have
added
Click in the field and
select the fee short-
cut for the new item
Click here to add the item
to the list once youve fin-
ished entering the details
0GY"602"(GCVWTGU""55
72&#6+0)"852".+565
7RFCVKPI"VJG"852"4Z"NKUVU"KU"SWKVG"UKORNG0"9JGP"[QW"ENKEM"7RFCVG"852".KUVU"QP"VJG"EQO/
OCPF"OGPW."C"FKCNQI"DQZ"YKNN"CRRGCT"CUMKPI"[QW"VQ"XGTKH["VJCV"PQ"QVJGT"WUGTU"CTG"KP"VJG"
4Z"OQFWNG"QT"4Z"NKUVU"YJKNG"[QW"CTG"WRFCVKPI"VJG"NKUVU0
9JGP"VJG"5GNGEV"852".KUVU"VQ"DG"7RFCVGF"FKCNQI"DQZ"CRRGCTU."UGNGEV"VJG"EJGEM"DQZGU"QH"
VJG"NKUVU"[QW"YKUJ"VQ"WRFCVG"CPF"VJGP"ENKEM"2TQEGGF0
Clicking Delete will permanently
remove the selected item from the
list
Figure 59 The Delete Rx List Item dialog box
Figure 60
0QVG<"6JG"852".KUVU"YQPNV"WRFCVG"KH"QVJGT"WUGTU"CTG"KP"VJG"4Z"OQFWNG"QT"NKUVU0
Figure 61 The Select VSP Lists to be Updated dialog box
56"""/CZKO'[GU
9JGP"VJG"852"NKUVU"CTG"HKPKUJGF"WRFCVKPI."VJG"852"7RFCVG"5WOOCT["FKCNQI"DQZ"YKNN"
CRRGCT"KPHQTOKPI"[QW"QH"VJKU0
4GRQTVU
#P["TGRQTV"ECP"PQY"DG"TWP"HTQO"CP["YQTMUVCVKQP0
4GOCTMU"HTQO"VJG"2C[OGPVU"UETGGPU"YKNN"PQY"DG"FKURNC[GF"DGNQY"GCEJ"RC[OGPV"QP"VJG"
TGRQTV0
Figure 62
Click here to return to
the Rx Lists screen
0QVG<"852"YKNN"KPHQTO"[QW"YJGP"URGEKHKE"NKUVU"PGGF"WRFCVKPI."KP"VJG"0GYU"HTQO"852"UGEVKQP"QH"
VJG"7RFCVG"852".KUV"5WOOCT["CPF"VJG"7RFCVG"852".KUV"5WOOCT["FKCNQI"DQZGU0
0GY"602"(GCVWTGU""57
+PXGPVQT[
6JG"+PXGPVQT["/CPCIGT"KP"/CZKO'[GU"602"CNUQ"EQPVCKPU"C"XCTKGV["QH"PGY"HGCVWTGU0
/CZ(TCOG"/QFWNG
+PXGPVQT["KU"PQY"KPVGITCVGF"YKVJ"VJG"(TCOGU"&CVC"%&0";QW"ECP"PQY"CFF"KPXGPVQT["KVGOU"
HTQO"VJG"%&"CPF"XKGY"KOCIGU"QH"VJG"UGNGEVGF"HTCOGU0
&KUEQPVKPWKPI"+PXGPVQT["+VGOU
;QW"ECP"PQY"FKUEQPVKPWG"CP["HTCOG."EQPVCEV"NGPU"QT"OKUEGNNCPGQWU"KVGO"HTQO"[QWT"KPXGP/
VQT[<
3 5GNGEV"VJG"KPXGPVQT["KVGO"[QW"YKUJ"VQ"FKUEQPVKPWG0
4 %NKEM"&KUEQPVKPWG"QP"VJG"EQOOCPF"OGPW0
5 %JQQUG"VQ"MGGR"VJG"KPXGPVQT["QP/JCPF"QT"TGVWTP"KV0
New Features Purpose
MaxFrame CD Allows you to add inventory and view frame images from a CD-ROM
Discontinue items Allows you to easily discontinue items from your inventory records
Retail price override Allows you to enter a price manually
Consolidate duplicate
items
Allows you to combine all records with the same UPC ID
Enhanced Inventory
Reports
Allows you to better organize your report data
Table 4
Figure 63
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Figure 67
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Figure 70
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Figure 72
1 Click in the Cut off Unit
field and enter desired num-
ber
2 Select the final criteria
from the options menu to
generate the report
New Feature Purpose
Security Access Allows you to control how much access each user has to the Schedule
Manager
Resources by Location Allows you to view and print the schedules of the same resources by differ-
ent locations
One Resource view Allows you to view more patient information on the schedule
Enhanced Finds Allows you to find appointments quicker
Multiple Templates Allows you to create up to 20 templates a day per resource, per day
Copying Templates Allows you to adjust schedules and create templates easily
Double-Booking Allows you to double-book time-slots for each resource
Range Clearing and Block-
ing
Allows you to clear or block a time range for a scheduled resource
Table 5
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OCTM"CV"VJG"DQVVQO"TKIJV"EQTPGT0
Appointment Counts Allows you to count a scheduled resources appointments for a given day
Appointment Log Allows you to keep a history of all cancellations, no shows, reschedules
and cleared appointments
Tracking Users Allows you to track which users scheduled which appointments
Additional Print Layouts Allows you to choose from five different print layouts
New Feature Purpose
Table 5
Figure 73
Figure 74
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Figure 75
Figure 76
Figure 77
Figure 78
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Figure 79
Figure 80
Figure 81
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Figure 82
Figure 83
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Figure 84
1 Select the template you wish
to copy from by using the drop-
down menus
2 Select the scheduled
resource, date and time
range you wish to copy the
template to by using the
drop-down lists
3 Click Copy
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Figure 85
Figure 86
Figure 87
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Figure 88
Figure 89
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Figure 90
Click here to mark every time slot
between the two selected slots as
available for double-booking
Click here to
only mark the
time slot next to
the selected
check box for
double-booking
Figure 91 A filled range of availability for double-booking
Figure 92
Green diamond in the
status box
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Figure 94
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Figure 100
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Figure 101
Figure 102
Figure 103 The Script menu
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Figure 104 The Delete Verification dialog box
Figure 105 The Find Cleared/Rescheduled Appointment dialog box
Figure 106
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Figure 107
Figure 108
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4 5GNGEV"QPG"QH"VJG"HKXG"FKHHGTGPV"NC[QWVU"HTQO"VJG"FKCNQI"DQZ"D["ENKEMKPI"KVU"EJGEMDQZ0
+H"[QWNF"NKMG"VQ"RTGXKGY"VJG"FKHHGTGPV"NC[QWVU"DGHQTG"OCMKPI"C"UGNGEVKQP."ENKEM"2TGXKGY"
PGZV"VQ"VJG"NC[QWVU"[QW"YKUJ"VQ"XKGY0
Figure 109
Figure 110
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RTQXKFGT"VJCV"WUGU"/CZKO'[GU<
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U .KEGPUG"PWODGTU"CPF"5RGEKCNV["
U 2+0"CPF")42"PWODGTU
U 852
New Features Purpose
Multiple Providers Allows you to track and enter all relevant data concerning the providers
in your system and incorporates data from Paractice Info, Companies,
and Insurance Companies in Office Admin
Employers Allows you to track how many patients in your system have the same
employer
Facilities Allows you to track data concerning each of the facilities used by your
providers to attend to patients other than there place of employment
Denial Codes Allows you to track all of the denial codes of insurance companies to be
used with the Electronic EOMB module
Insurance Companies Allows you to track all of the insurance companies and their specific
coverage data used in your system
Insuance Categories Allows you to track all insurance categories used in your system
Table 6
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'CEJ"/WNVKRNG"2TQXKFGT"GPVT["CNUQ"WUGU"FCVC"HTQO"QVJGT"NKUVU"KP"1HHKEG"#FOKP<
U 2TCEVKEG"+PHQ
U +PUWTCPEG"%QORCPKGU
U %QORCPKGU
2418+&'4"24#%6+%'5
9JGP"[QW"ENKEM"2TCEVKEGU"QP"C"/WNVKRNG"2TQXKFGTU"GPVT[."VJG"2TQXKFGT"2TCEVKEG"GPVTKGU"HQT"
VJG"RTQXKFGT"CRRGCTU0"#"2TQXKFGT"2TCEVKEGU"GPVT["FKURNC[U<
U 2TQXKFGTNU"RTCEVKEG"KPHQTOCVKQP
U 2TQXKFGT"+&"CPF"PCOG
U 852"+&
U (GFGTCN"6CZ"+&
9JGP"[QW"ETGCVG"PGY"RTCEVKEG"GPVTKGU"HQT"C"RTQXKFGT."[QW"YKNN"UGNGEV"HTQO"C"FTQR/FQYP"
QH"CNN"RTCEVKEGU"GPVGTGF"KP"2TCEVKEG"+PHQ0
The list items contains all relevant
information about the providers in
your system
Figure 111 A Multiple Provider list item
Figure 112 A Provider Practices
Click here to return to the
Multiple Providers list
Figure 113 Drop-down of Practice Info Entries
7:"""/CZKO'[GU
2418+&'4"+0574#0%'"("24#%6+%'"+0(1
9JGP"[QW"ENKEM"+PU"%QORCPKGU"QP"C"2TQXKFGT"2TCEVKEGU"GPVT["VJG"2TQXKFGT"+PUWTCPEG"("
2TCEVKEG"+PHQ"UETGGP"CRRGCTU0"6JKU"UETGGP"FKURNC[U"KPHQTOCVKQP"CDQWV"VJG"KPUWTCPEG"EQO/
RCPKGU"C"RTQXKFGT"ECP"UGG"RCVKGPVU"WPFGT"CV"VJG"UGNGEVGF"RTCEVKEG<
9JGP"[QW"ETGCVG"C"PGY"2TQXKFGT"+PUWTCPEG"GPVT[."[QW"YKNN"UGNGEV"VJG"KPUWTCPEG"EQORCP["
HTQO"C"FTQR/FQYP"NKUV"QH"CNN"KPUWTCPEG"EQORCPKGU"GPVGTGF"QP"VJG"+PUWTCPEG"VCD"QH"1HHKEG"
#FOKP0
%1/2#0+'5
6JG"%QORCPKGU"NKUV"KVGOU"CTG"WUGF"KP"VJG"2TCEVKEG"+PHQ"NKUV"KVGOU0
9JGP"[QW"ENKEM"%QORCPKGU"QP"VJG")GPGTCN"VCD."VJG"%QORCPKGU"UETGGP"CRRGCTU"FKURNC[KPI"
C"NKUV"QH"VJG"EQORCPKGU"CPF"C"EQOOCPF"OGPW"VJCV"CNNQYU"[QW"VQ"RGTHQTO"FKHHGTGPV"VCUMU"
YKVJ"VJG"EQORCPKGU"NKUV0
Figure 114 A Insurance & Practice Info list item
Click here to return to
Provider Practices
List item contains all information and num-
bers regarding the insurance companies the
provider can see patients under
Figure 115
0GY"602"(GCVWTGU""7;
6JG"%QORCPKGU"NKUV"KVGO"EQPVCKPU"VJG"EQORCP["+&"PWODGT"YKVJKP"/CZKO'[GU."EQORCP["
PCOG."CPF"VCZ"+&"PWODGT0
'/2.1;'4
6JG"'ORNQ[GT"UETGGP"CNNQYU"[QW"VQ"GPVGT"URGEKHKE"FCVC"CDQWV"CNN"QH"[QWT"RCVKGPVUN"GORNQ[/
GTU"UQ"VJCV"[QW"ECP"VTCEM"VJG"PWODGT"QH"[QWT"RCVKGPVU"VJCV"JCXG"VJG"UCOG"GORNQ[GT0
;QW"ECP"GPVGT"VJG"GORNQ[GTNU"PCOG."CFFTGUU."RJQPG"PWODGT."CPF"VJG"RCVKGPVNU"QEEWRC/
VKQP0
;QW"ECP"CVVCEJ"CP"GORNQ[GT"VQ"[QWT"RCVKGPVU"QP"VJG"4GHGTTKPI"&GVCKNU"VCD"QH"2CVKGPV"
4GEQTFU"D[<
Figure 116 A Companies list item
Figure 117 The Company fields on Practice Info items
The Company list items are used
when creating Practice Info list items
Figure 118 Two Employer list entries
Select the check box to see the entire list of Employer entries to select from when you
click in any of the Employer fields on the Referring Details tab of Patient Records
82"""/CZKO'[GU
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4 /CMG"C"UGNGEVKQP"HTQO"VJG"'ORNQ[GT".KUV"OGPW0
(#%+.+6+'5
6JG"5GTXKEG"(CEKNKVKGU"UETGGP"CNNQYU"[QW"VQ"GPVGT"C"NKUV"QH"CNN"VJG"FKHHGTGPV"NQECVKQPU"QH"[QWT"
RTCEVKEGU"HQT"GCU["GPVT["QH"HCEKNKV["FCVC0
# (CEKNKV["+&"PWODGT
$ (CEKNKV["PCOG"CPF"CFFTGUU
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& %JGEM"DQZ"VQ"KFGPVKH["HCEKNKV["CU"CP"#5%"HCEKNKV[
Figure 119
Figure 120
Figure 121 A Facilities entry
A
C B
D
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+PUWTCPEG"6CD
&'0+#."%1&'5
&GPKCN"EQFGU"QH"KPUWTCPEG"EQORCPKGU"ECP"PQY"DG"UVQTGF"KP"/CZKO'[GU"VQ"DG"WUGF"D["VJG"
'NGEVTQPKE"'1/$"OQFWNG0
9JGP"[QW"ENKEM"&GPKCN"%QFGU"QP"VJG"+PUWTCPEG"VCD."VJG"&GPKCN"%QFGU"UETGGP"CRRGCTU"
CNNQYKPI"[QW"VQ"XKGY"CPF"GFKV"VJG"NKUV"QH"&GPKCN"%QFGU0"6JG"&GPKCN"%QFGU"CTG"WUGF"KP"
'NGEVTQPKE"4GOKVVCPEG0
/CZKO'[GU"EQOGU"NQCFGF"YKVJ"CP"GZVGPUKXG"FGHCWNV"NKUV"QH"FGPKCN"EQFGU."DWV"[QW"ECP"WUG"
VJG"EQOOCPF"OGPW"VQ"CFF."FGNGVG."HKPF"CPF"RTKPV"NKUV"KVGOU0
+0574#0%'"%1/2#0+'5
9JGP"[QW"ENKEM"+PUWTCPEG"%QORCPKGU"QP"VJG"+PUWTCPEG"VCD."VJG"+PUWTCPEG"%QORCPKGU"
UETGGP"CRRGCTU0"6JG"EQORCPKGU"KP"VJG"U[UVGO"CTG"FKURNC[GF"KP"VJG"&GVCKNGF"8KGY0"
#NVJQWIJ"VJG"GPVKTG"NKUV"KU"HQWPF."VJG"&GVCKNGF"8KGY"FKURNC[U"QPG"EQORCP["CPF"CNN"QH"
FGVCKNU"CV"C"VKOG0";QW"ECP"WUG"VJG"ECTF/HKNG"QP"VJG"UKFG/DCT"VQ"XKGY"VJG"FGVCKNU"QH"CNN"KPUWT/
CPEG"EQORCPKGU0"6JG"+PUWTCPEG"%QORCP["HQTO"FKURNC[U<
# +PUWTCPEG"EQORCP["PCOG"CPF"CFFTGUU
$ &GHCWNV"HGG"CPF"DGPGHKV"RNCP"UGVVKPIU
% 0QVGU
& '&+"KPHQTOCVKQP
Figure 122 The Primary Care Physician
section of the Referring Details tab of
Patient Records
The Service Facility
items are selected
and used here
Figure 123 A Denial Code
84"""/CZKO'[GU
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UGEQPFCT[."VJKTF."HQWTVJ."HKHVJ."CPF1QT"UKZVJ"KPUWTCPEG"EQORCP["UGEVKQPU"QH"VJG"+PUWTCPEG"
&GVCKNU"VCD"QH"2CVKGPV"4GEQTFU"HQT"VJG"NCUV"UGNGEVGF"RCVKGPV0"
+0574#0%'")41725
9JGP"[QW"ENKEM"+PUWTCPEG")TQWRU"QP"VJG"+PUWTCPEG"VCD."VJG"+PUWTCPEG")TQWRU"UETGGP"
CRRGCTU0"6JG"+PUWTCPEG")TQWRU"UETGGP"EQPVCKPU"VJG"5GVWR"EQOOCPF"OGPW."CPF"FKURNC[U"C"
NKUV"QH"VJG"KPUWTCPEG"ITQWRU"KP"[QWT"U[UVGO"CPF"VJGKT"+&"PWODGTU0
6JG"+PUWTCPEG")TQWR"NKUV"KVGOU"CTG"WUGF"YJGP"GPVGTKPI"KPUWTCPEG"EQORCPKGU"C"RTQXKFGT"
ECP"UGG"RCVKGPVU"WPFGT"CV"C"RTCEVKEG"KP"2TQXKFGT"+PUWTCPEG"("2TCEVKEG"+PHQ"UETGGP"KP"VJG"
/WNVKRNG"2TQXKFGTU"UGVWR0
Figure 124 The Companies screen
A
B
C
D
Click to copy to the Ins Details tab
of the last patient displayed in
Patient Records
Figure 125 The Group list items
0GY"602"(GCVWTGU""85
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UETGGP"CRRGCTU"CPF"FKURNC[U"C"NKUV"QH"VJG"KPUWTCPEG"ECVGIQTKGU"KP"[QWT"U[UVGO"CPF"VJGKT"+&"
PWODGTU0
6JG"+PUWTCPEG"%CVGIQT["NKUV"KVGOU"CTG"WUGF"YKVJ"DGPGHKV"RNCPU"CPF"HGG"UEJGFWNGU0
Figure 126 Section of a Provider Insurance &
Practice Info list item
Figure 127 Insurance Category list items
Figure 128 The Insurance Coverage
section of a Benefit Plan entry
The Insurance Category list
items are also used on Fee
Items of Fee Schedules
Figure 129 Section of two Fee Items
86"""/CZKO'[GU
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