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PeoplePeopleDisplay
the Person
Pick List, which gives you direct access to clipboard data for each
person in the list, and access to attached Yellow Sticky notes (Stickies)
without launching the Clipboard. See Using
the Person Pick List for more information.
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Person Find ListPerson Find ListSearch
for a person using First or Last Name, Address, City, Phone numbers,
or Email address. See . See Using the Person Find List for more information.
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Employer/plansEmployer/plansDisplay
the Employer/Plan pick list or Insurance Plan pick list window. See
Adding an Employer/Plan for more information.
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Insurance companiesInsurance companiesDisplay a list of insurance
companies. See Displaying the Insurance Company
List for more information.
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Insurance claimsInsurance claimsDisplay the Insurance
Claims window to locate specific claims and view the status, procedures,
and details of a claim. You can also move claims from this list to
an archived list. See Using
the Insurance Claims Window for more information.
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Transaction codesTransaction codesDisplay the Transaction
Code List, sorted by Code #. See Using the
Transaction Code List for more information.
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EmployeesEmployeesDisplay
the Employee pick list, where you can enter an employee’s name and
type. See Adding an Employee for more information.
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Pre-defined appointmentsPre-defined appointmentsDisplay the Pre-Defined
Appointment window to assign procedures to frequently-used appointments.
See Using Pre-Defined Appointments for
more information.
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Medical alertsMedical alertsDisplay
a list of medical alerts. See Medical Alerts
for more information.
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LabsLabsDisplay a list of labs used by your practice.
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Prescription DrugsPrescription DrugsDisplay
a list of prescriptions commonly prescribed by your office. See . See Entering Drugs into the Prescription Drug Pick List for more information.
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PharmaciesPharmaciesDisplay a list of pharmacies used by your practice and
your patients.. See Using the Pharmacy Pick List for more information.
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Production block booking definitionsProduction block booking definitionsDisplay
a list of production block booking definitions, which specify time
blocks for the practice. See Setting Up Block
Booking Definitions for more information.
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Employee block booking definitionsEmployee block booking definitionsDisplay
a list of employee block booking definitions, which specify time blocks
that are specific to individual employees and indicate when individuals
are not available. See Setting Up Block
Booking Definitions for more information.
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NEA Payer InfoNEA Payer InfoDisplay the NEA Payor
Pick List. See Updating the
Payor List for more information.
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Referral SourcesReferral SourcesDisplay
a list of referral sources used by your practice and your patients.
See Referral Sources for more information.
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LocationsLocationsDisplay the Locations window, where you can add, edit,
and remove addresses in your practice.. See Entering Multiple Practice Addresses for more information.
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Attachment CategoriesAttachment CategoriesDisplay
a list of attachment categories which enable you to better sort and
manage the different types of documents you attach to a patient's
record.. See Attachment Categories for more information.
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Patient AttachmentsUPatient AttachmentsUUse
the Attachments window to attach, find, access, and manage non-imaging
files associated with a patient's record, such as correspondence and
medical history documents, insurance forms, consents, and so forth.. See Attachment List for more information.
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Bulk PaymentsBulk PaymentsDisplays the Main Bulk
Payments List or the Archived Bulk Payments List. See Processing
a Bulk Payment for Multiple Claims or Archiving
Completed Bulk Payments for more information.