Job Aids

Job Aids are listed alphabetically by category. Click a category to go to it and find a specific job aid. You will need Adobe Acrobat Reader to view the PDFs.

Please note: Actual procedures and functionality of our program may change from time to time, which may impact our job aids. Although we try to keep current on our training material, please direct any comments and/or suggestions to support@emrlogic.com. Thank you.

Accepting Payments

1. Accepting Payment from Patient
2. Declined Debit & Credit Cards
3. Receiving Barter for Payment
4. Receiving Family Payments
5. Family Payment Wizard_Paying Multiple Patient Invoices
6. Family Payment Wizard_Transferring Credits

ActionManager

1. Completing Tasks

Adjustments & Credits

1. Adding New Adjustments & Discounts
2. Adding Balance Forward
3. Adjustments & Discounts
4. Applying Credits to Invoices
5. Creating a Credit Memo
6. Crediting Transactions & Invoices
7. Gift Certificates
8. Returned Checks & Fees

Electronic Billing

1. Cortex EDI Procedures
2. Electronic Submission of Insurance Claims
3. Gateway EDI Procedures
4. Gateway EDI Setup
5. Insurance Billing & Batch Printing CMS Forms
6. OHIP Submission Process

Installs

1. Connecting 4PatientCare to OD Professional
2. Installing Recall Manager ... Using Recall Manager, Video (3:21)

Insurance Setup

1. Adding a New Insurance Payer
2. Adding a New Procedure Code for Billing
3. Entering Insurance Plans
4. Scanning Insurance Cards - Enterprise 2009
5. Scanning Insurance Cards - Terminal Services

Inventory

1. Accessories
2. Frames Inventory - Entering Using Frames Data
3. Frames Inventory - Entering Manually

Invoices & Patient Account

1. Accessing an Old Invoice
2. Billing Accessories
3. Changing Insurance Plans on Posted Invoices
4. Changing Responsible Provider on Open & Posted Invoices
5. Creating Invoices for Nursing Homes & Assisted Living Facilities
6. Handling Co-Pays
7. Handling Returns of Accessories
8. Managing Providers
9. Printing Closed Invoices
10. Sales Tax
11. Working with Invoices
12. Posting Invoices

ODPro Basics

1. Computer Basics
2. Exiting ODPro
3. Go Forward with ODPro
4. ODPro 1,2,3
5. OD Professional Quick Reference
6. Opening OD Professional
7. Submitting a Web Ticket

Patient Address View

1. Assigning Referral & Family Providers
2. Assigning Responsible Providers
3. Creating a Patient Record
4. Creating & Deleting Patient Notes
5. HIPAA Checkbox
6. Linking Family Members
7. Making Patients Inactive
8. Patient Browsing
9. Patient's Family Tree
10. Power of the Patient Address View
11. Understanding Balance Due
12. Working with Patient Recalls

Patient Check-In & Check-Out

1. Checking In a Patient
2. Checking Out a Patient
3. Front Desk Check-In Actions

Payment Posting

1. Payment Posting
2. Posting Insurance Checks - Manual Method
3. Posting Insurance Checks - Wizard Method

Reports

1. Reports: Keeping Track of Your Business (Complete Manual)
2. Daily Balance of Cash Drawer
3. Exception Report Questions
4. Exporting the Next Recall Listing Report
5. Inventory Discrepancy Report
6. Pre-Appointments and Recalls
7. Printing Monthly Patient Statements
8. Printing Recall Reports, Letter & Labels
9. Recall Manager
10. Reports Printer Assignment Tool

Scheduling & Recalls

1. Appointment Schedule Scenarios
2. Building Schedules
3. Building Schedules - Removing Time Slots
4. Confirming Scheduled Patients
5. Double Booking Appointments
6. Exporting a Provider's Schedule
7. Finding a Patient's Scheduled Appointment
8. Handling Non-Scheduled Patients
9. Managing Patient Appointments
10. Online Appointment Scheduling and OD Professional
11. Organizing Schedules
12. Pre-Appointments and Recalls
13. Printing Providers Schedules
14. Scheduling Patient Appointments
15. Scheduling Next or Pre-Appointments
16. Working with Patient Recalls
17. Special Situations - The Early Patient
18. Re-Scheduling or Moving Scheduled Appointments
19. No-Shows: Handling Them
20. No-Shows: Managing & Minimizing Them

Settings

1. Changing the Patient Statement Message
2. Using Your Tracer

Setup & Configuration

1. Setting Up ODPro Users
2. Software Upgrade Message

Visions & VSP

1. Benefits of Using OD Professional's VSP Interface
2. Changing Settings for VisionWeb-VSP
3. Frames Data - Quarterly CD Update
4. Frames Inventory - Entering Using Frames Data
5. Frames Inventory - Entering Manually