Performing Auxiliary Functions
The Checklist function enables you to view and maintain a list of administrative tasks, such as running the roll, printing a recall list, and so on, to be completed on a daily, weekly, or monthly basis. You can automatically carry out many of the items on the list from the Checklist window. Click herehere to view a list of these items.
Aged Receivable Reports
Bulk Insurance Payments
Collections System
Coupon Books
Database Searches
Daysheet
Insurance Claim Processing
Ledger Scan Reports
Miscellaneous Reports
Patient Labels—New Patients
Patient Tracking Reports
Referral Reports
Roll
Schedule Maintenance—Add Days
Schedule Reports
Statements
Timeclock
Treatment Card History
Word Processing Letters
After performing a task, mark the task as completed. The software records your name, as well as the date and time you completed the task. This enables the office to keep track of what tasks still need to be done and which staff members have completed specific tasks.
You can also use the Checklist function to add your own tasks to the list to suit the specific needs of your office and staff.
The window displays the current day and date, a description of tasks to be completed, a calendar with the current date selected, instructions on how to complete the tasks, and several function buttons at the left and bottom of the window.
To view additional tasks in the list, use the vertical scroll bar in the center of the window. To view the names of the staff members who completed the tasks and the dates the tasks were completed, use the horizontal scroll bar at the bottom.
To view the checklist for a different day, click the day on the calendar.
To view the weekly or monthly checklist, click the corresponding option button. The tasks listed on these checklists contain specific tasks that are typically performed on a weekly or monthly basis.
When you select a task, instructions on how to complete that task are displayed in the Instructions section of the Checklist window. For items that are set to run OrthoTrac functions, the message **Click RUN to perform this task.** is displayed in the Instructions section.
To access the Checklist function from the main menu, click the Checklist button, or select Functions > Checklist from the menu bar. The Checklist window for daily tasks is displayed.