This self-paced course is for the “Office Manager” role, and walks you through every facet on how to set the system up properly, completely and correctly. This program specifically covers the setup, dashboard, main menu and patient chart areas.
Some of the topics covered in this program include;
- System Requirements
- Logging In/Out
- Practice Settings
- Setting up users
- Setting up the Practice Profile and Locations
- Creating the Appointment Types
- Setting up e-Prescribing and eLabs
- Importing & Exporting Patient Data
- Setting up Calendars
- Scheduling Appointments
- Creating and Modifying Encounter Workflows
- Creating Letter Templates
- Setting up the Patient Portal
- Setting up and managing Users, Roles & Groups
- Setting up Directories
- Setting up the Point of Care
- Customizing the Health Maintenance Programs
- Creating Printable Forms
and Much More!
Course Instructor
Master Class – Office Manager – Setup (1-Time Payment)
$360.00
Introduction
Hardware Requirements
Logging In
Log Out
(Setup) Administration
General Setup
Practice Settings
Practice Location
Appointments
Patients
Encounters (Setup)
Letter Templates
Patient Portal (How to customize the Hx List)
(Setup) Administration – Users
User Accounts and Locations
User Roles
User Groups
(Setup) Administration – Directories
Directories
(Setup) Administration – Point of Care
Point of Care
(Setup) Administration – Health Maintenance
Creating Health Maintenance Plans
(Setup) Administration – Forms
Printable Forms
Wrap Up
Final Exam – Setup (Office Manager)
