Using Additional Modules, Products, and Services > Additional Modules > Using the Zuelke Financial Module > Using the Setup Menu

Setting Up the Zuelke Monitor

Set up the Zuelke Monitor to enable functionality for the Case Start Tracking, the New Patient Exam Monitor, the Patient Detail Comparison, the Practice Investigator, the Referral Source Monitor, the Recall Monitor, and the Zuelke Practice Monitor reports.

To set up the Zuelke Monitor:

1. From the Setup menu, select Zuelke Setup. The Contract Type Setup window is displayed.  The Zuelke Monitor tab is selected.

2. In the Zuelke Monitors area, select the monitor type to configure. A list of available and selected procedures are displayed.

3. To move a procedure to the selected list, find the procedure in the Available list and double-click it.

4. You can also select the procedure and use the > or >> buttons to move procedures from one list to the other.

4. Click Apply.

5. Repeat steps 2 through 4 until procedures are added for each monitor type.

6. Click Close.

Related Topics

Using the Setup Menu

Setting Up Contract Types in the Zuelke Financial Module

Setting Up Paid In Full Adjustment Types

Setting Up Status

Installing Zuelke Letters

Removing Promises