Skill Sharpeners

Exercise 1:  Change System Settings

You no longer want a default area code to display, so you must change the system setting.

To change the default phone setting:

  1. Select System > Change System Settings > General System. The General System Settings window is displayed.

  2. Click Phone Preferences at the top of the window. The System Phone Preferences window is displayed.

  3. Clear the Default new Patient and Account area codes to Practice area code option.

  4. Click OK and Close. The General System Settings window is displayed again.

  5. Click Close.

Exercise 2:  Add Referring Doctors

To add a referring doctor:

  1. Select List > Referring Dr. The Referring Doctor List window is displayed.

  2. Click any of the names in the list to activate the toolbar at the top of the window.

  3. Click Add on the toolbar. A blank Referring Doctor window is displayed.

  4. Type the doctor’s first and last name, and select the specialty from the drop-down list.

  5. Press Tab.

  6. Click OK and Close. The Referring Doctor List window is displayed, with the doctor you added in the list.

  7. Click Close.

Exercise 3:  Change a Provider from Active to Inactive

To change a doctor from active to inactive:

  1. Select List > Provider. The Provider List window is displayed.

  2. Click the doctor you want to deactivate. This activates the toolbar at the top of the window.

  3. Click Edit on the toolbar. The provider record for the doctor is displayed.

  4. Select Inactive.

  5. Click OK and Close.

 

Related Topics

Using Practice Central

Navigating Through the Workspace

Main Menu Bar

Power Bar

Client Area

Express Bar

Time Cards