| Introduction |
 | General Information |
| New installation and update installation |
| Getting Started |
| Setup Information |
| Setup for a Network |
| Starting to Work at the Terminal |
| Basic Terminology |
| Notation and Other Information |
| Enter the 'database type' |
| Financial Classification and Account Type |
| Electronic Data Interchange (EDI) |
| Quick Start |
| Vista/Win7 installation notes |
| Setting up a Vista/Win7 network |
| Data entry - assigning lookup IDs to names |
| Tutorials |
| Medical |
| Enter a new patient (Medical) |
| Creating Appointments (Medical) |
| Demanding Insurance (Medical) |
| Sending Electronic Claims (Medical) |
| Dental |
| Enter a new patient (Dental) |
| Demanding Insurance (Dental) |
| Electronic medical record |
| Electronic Record SOAP |
| Convert data from other programs |
| Convert data from Stratford Dos |
| Convert Data from Stratford Dos non-standard location |
| Convert data from SET70 |
| ERA - setup |
| ERA - Electronic Remittance Advice |
| EOB / write-off window |
| Setup the master variables |
| Insurance claims inquiry (276/277) |
| Inquire about claims you created |
| Transmit the 276 Claim status request |
| Anesthesiology |
| Show time on paper claims |
| Change your EDI from v4010 to v5010 |
| ICD-10 Information |
| Begin using ICD10 diagnosis codes |
| Using/testing ICD-10 while still using ICD-9 in your data entry |
| Plan for testing the conversion from ICD9 to ICD10 |
| Patients |
| Patients |
| Create New Patients |
| Edit & Inquire Patients |
| Assign patient ID (account number) |
| Deleting patients |
| Billing Accounts |
| Edit Existing Billing Accounts |
| Financial Class |
| Adding Financial Classes |
| Editing Financial Classes |
| Guarantors |
| Create New Guarantors |
| Edit Guarantors |
| Employer |
| Create New Employers |
| Edit Employers |
| Transactions |
| Posting method |
| Beginning balances |
| Add a new transaction |
| Add a new charge |
| Balancing your entries |
| Deposit slip |
| Collections booking procedure |
| Drug billing (NDC codes) |
| Auto-Transactions |
| Add a new auto-transaction |
| Edit an auto-transaction |
| Insurance Information |
| Add - insurance company-payer |
| Edit an insurance/payer |
| Form Types |
| Add -form type |
| Edit form type |
| CMS 1500 FORM (08/05 or 02/12) |
| Changing a form type for many patients |
| Subscriber |
| Add a new subscriber |
| Edit a subscriber |
| Provider |
| Add a new provider |
| Edit a provider |
| UPIN code Edit |
| Special payer ID Edit |
| Set default provider codes |
| Laboratories |
| Laboratories Information |
| Add a New Laboratory |
| Edit a Laboratory |
| Facilities |
| Facility Data Entry |
| Add a Facility |
| Edit a Facilty |
| Revenue Codes |
| Insurance Claim Questions |
| Accessing Claim Questions |
| Claim Question and Insurance Forms |
| Add New Facility |
| Add New Laboratory |
| Add New Referring Person |
| Add New Supervising Person |
| CMS-1500 claim form questions |
| UB04 claim form questions |
| CHDP Claim Questions |
| Ambulance Claim questions PTNSGA |
| DME Cert Claim questions PTNSGD |
| DME Info Claim questions PTNSGU |
| Oxygen Claim questions PTNSGX |
| Vision claim information PTNSVI |
| Chiropracter claim questions PTNSGC |
| Wisconsin Chiropracter Claim questions PTNSHA |
| Doctor's first report questions PTDF |
| Creating Insurance Forms |
| Creating Insurance Forms |
| Demanding Insurance |
| Printing Insurance |
| Reprint a transaction |
| 270 Eligibility inquiry |
| 276_Claim Status Inquiry |
| Appointment Scheduling |
| Create New Appointment |
| Edit Existing Appointment |
| Overlapping Appointments (Double Booking) |
| One Day - One Provider |
| Recall Information |
| Adding Recalls |
| Edit Recalls |
| Creating Recalls Reports |
| Recall Files |
| Creating Statements |
| Creating Statements |
| Family Account Statements |
| Industrial Open Item Statements |
| Medicare Open Item Statements |
| Private Pay Open-Item Statements |
| Standard 1-Up Statments |
| Reprinting Statements |
| Customizing Your Statements |
| Creating Service Charge |
| Creating Service Charge |
| Electronic Claims |
| Basics of Electronic Claim Submission |
| EDI File Naming Conventions |
| Medigap and Secondary Payer |
| Notes on EDI |
| Signing Up for EDI |
| EDI Insurance Company/payer Code Edit |
| Insurance control files |
| 999 Functional acknowledgement |
 | ANSI X.12 Versions Change/Inquire |
| Creating Reports |
| Creating Reports |
| 601 Day Sheet |
| 671 Aphabetical patient listing |
| 672 Numerical patient listing |
| 673 Aged accounts |
| 674 Alphabetical aged patients listings |
| 675 Aged by insurance |
| 676 Zero accounts in one financial class |
| 677 Listing by transaction codes |
| 677 Patient listing by diagnosis, procedure (and other) codes |
| 680 End of month report |
| 681 Trial periodic transaction listings |
| 682 Patient transaction listing |
| 683 Comprehensive transaction lising |
| 684 Transaction listing by date |
| 685 Production report (by provider) |
| 687 Production report (by CPT) |
| 688 Open-item transaction listing |
| Creating Custom Reports |
| Custom report |
| New Custom report writer |
| Optional Features |
| Building Control Files |
| List of Features |
| Database Structure (Export) |
| Data table descriptions |
| Primary & Foreign keys |
| User Login, Privileges |
| Online Updates |
| Downloading the latest update |
| Message Log |
| Change colors of some objects |
| XML - CCR |
| XML import |
| HL7 data conversion |
| Merge lookup codes |
| Delete lookup codes (including patientID) |
| Create a new open item billing account |
| Batch processor |
| DataFile change audit |
| Issue resolution |
| Appendix |
| Conversion of measurements |
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