Related Articles
Client billing macros
Enter a code on a direct billing invoice, and have multiple codes appear automatically to save time entering the same details on a regular basis. Set up client billing macros under the admin menu, select ‘client billing macro setup’. Click new. Enter ...
Alberta Health claims macros
Alberta Health claims macros can eliminate the need to enter the same information repeatedly, resulting in a more streamlined process for creating claims. Using AH claim macros Once the macros have been created, they are very straight forward to use. ...
Creating new letter types
The use of letter types will help clearly decipher what letters are on a patient chart without opening them. Setup > Add item types > select letters in the ‘type’ section. Click add item. The new entry will default to the bottom of the list. Enter an ...
Letter templates
Letter templates are a predefined letter layout, including headers/footers and commonly typed text. This standardizes outgoing letters from the clinic, as well as reducing the time taken to produce new letters. Setting up templates with form fields ...
Creating a new letter
From the charting window click 'new' above the letter section, click the ‘+’ at the top of the letter section on the reference panel, or open the client card and click 'letters'. Client letters will open in a secondary window with the new letter ...