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3rd Party
(33)
Creating a 3rd Party Invoice/Online Billing
Receiving 3rd Party Payments
Reversal for 3rd Party Billing
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
Screen Resolution
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)
HTML Basics
Online Booking Add Practitioner or Appointment to Existing Setup
Online Booking Step 2
Patient Management
(16)
Call List
Creating Mailing List for Email or Postal
Patient Comments
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)
Billing Adjustments/Correcting Billing Mistakes - Private Patient Accounts
Changing Item Price (Services or Inventory Item)
Service Reversal: Refund or Account Credit
Credits & Gift Certificates
(5)
Credit Transfer
Gift Certificates
Pay Out Credit
Email & Text
(12)
Email Setup
Email Template Setup
Reminders - Setting up Email, SMS/Text or Phone
Mailing Lists
(2)
Creating Mailing List for Email or Postal
Exclude Patient From Mailing Lists
Paperless / SOAP
(30)
1 SOAP Setup: Adding a New Date Range
4 SOAP Setup: Creating a New Question
Adding New Practitioner to SOAP
Practitioners
(11)
Changing a Practitioner Work Schedule
Google Calendar Set Up/Troubleshooting
Holidays or Time Off on Practitioner Schedules
Reports
(16)
Appointment List: Pending Appointments
Outstanding Balances: Reports & Collection Letters
Patient Reports: History/Recalls/Mail Lists/Sales
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