Frequently Asked Questions

The following are frequently asked questions about the WinOMS software:

Accounts and Patients

• How do I convert an walk-in patient to an existing patient?

• How do I change the guarantor for an account?

• How do I customize a letter to send to a patient?

Scheduling

• How do I print a list of patients scheduled for a specific day?

• How do I generate a list of patients with unscheduled treatment plans?

• How do I update a provider's days and hours on the Scheduler?

Treatment Planning

• How do I add visits and procedures to a patient's treatment plan?

• How do I print a Treatment Plan Proposal for a patient?

Charting

• How do I print a patient's clinical notes?

Imaging

• How do I attach an image to a patient's chart?

Insurance

• How do I verify a patient's benefits?

• How do I add or update fees, copays, and deductibles for an insurance plan?

Reports

• How do I print contact notes for the next day?

• How do I generate a Statement Reconciliation report?

• How do I export a report to a spreadsheet file?