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3rd Party
(33)
Creating a 3rd Party Invoice/Online Billing
Receiving 3rd Party Payments
Rollover Processing: 3rd party Payor Accounts and/or Chart numbers
Appointment/Schedule
(12)
Adding New Billing Items, Adding New Appointments & Linking to Billing
Appointment Comments
Appointment Tracker
Computer Related
(19)
Check Disk - weekly task and recovery
Logging Out - Stuck User Account
Troubleshooting Guide for your Computer/ChiroSUITE
Downloads
(3)
AnyDesk Quick Support
ChiroSUITE v5 Updates / Installs
Staff Downloads
General
(30)
Help and ChiroSUITE Resources
Start/End of Day Setup (SOD/EOD)
User Logon: New Staff Setup, Reset Password, Deactivate Account, Security Settings
Online Booking
(8)
OB Reconciliation Wizard
Online Booking Add Practitioner or Appointment to Existing Setup
Online Booking Step 2
Patient Management
(16)
Birthday Lists
Creating Mailing List for Email or Postal
Duplicate Patients: How to Merge and Run Report
Receipts
(5)
Receipt Footers
Receipt of Payment (ROP)
Receipt Reprint/Quick Tax Receipt
Accounting
(4)
A/R (Accounts Receivable) Notice Letter Setup - Patient Collections
Income Statements -> Paying Practitioners
Year End Reports and Monthly Reports
Billings/Payments
(19)
Changing Item Price (Services or Inventory Item)
Family Billing Setup OR Split Family Billing
Write off for Patient Balance
Credits & Gift Certificates
(5)
Gift Certificates
Pay Out Credit
Product Return: Refund or Account Credit
Email & Text
(12)
Email Setup
Email Template Setup
Sending out Email and SMS Text Reminders
Mailing Lists
(2)
Creating Mailing List for Email or Postal
Exclude Patient From Mailing Lists
Paperless / SOAP
(30)
7 SOAP Setup: Speed Key Setup
Google Forms for Subjective Notes
Treatment Plan or Care Plan: Which to use
Practitioners
(11)
Google Calendar Set Up/Troubleshooting
Holidays or Time Off on Practitioner Schedules
Practitioner Leaving or Returning
Reports
(16)
Outstanding Balances: Reports & Collection Letters
Patient Reports: History/Recalls/Mail Lists/Sales
Year End and Monthly Reports
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