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Overview Scheduler 1.Customize “Show Assistants” for Checkout 2.Financial alert can be set to popup a financial warning window similar to a scheduler alert.

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Presentation on theme: "Overview Scheduler 1.Customize “Show Assistants” for Checkout 2.Financial alert can be set to popup a financial warning window similar to a scheduler alert."— Presentation transcript:

1 Overview Scheduler 1.Customize “Show Assistants” for Checkout 2.Financial alert can be set to popup a financial warning window similar to a scheduler alert 3.Tx Plan Notes shortcuts fixed to resolve when selected. 4.Appliance list optionally allows filtering to an end date. The Print always shows what visible on the screen. 5.During Checkout, when adding a charge, will now have the ability to see all billing transactions OrthoProLogic 1.Ins Queue’s financial screen will show chart comments, chart alerts, and scheduler alerts in addition to the currently shown scans and financial reminders. 2.FTL Version 4 allows for printing either of the responsible party’s spouse names

2 Assistant Dropdown in Checkout Add other types of users besides today’s assistants to the initial (short) list of users. The assistant dropdown is set by computer type. Computer type is set in Preferences/General

3 Financial Alert Popup The financial warning popup shows in addition to the red/yellow box around the patient’s name. But it only shows when attempting to schedule a procedure that has required (or warned) for a zero dollar balance.

4 Financial Alert Popup Configuration Setting up the financial alert to display requires these 2 steps: 1.Procedures requiring a zero dollar balance must be indicated as such. 2.Globally set the popup to show when the setting is set to “Warning” and/or set to “Required”.

5 Tx Plan Note Shortcuts The For Tx Notes only: When a shortcut is selected that contains a wildcard, it will be resolved when the shortcut is selected.

6 Appliance List Filter Note that the print of this information always shows what is shown on the screen.

7 View Billing Transactions during Checkout Billing can be seen prior to adding a charge to ensure the charge was already billed.

8 Ins Queue’s financial screen Added chart comments, chart alerts, and scheduler alerts.

9 FTL Version 4 Changes When printing a Truth In Lending (version 4 only) you will be prompted to select either the greeting or one of the responsible party’s spouses (father or mother).

10 FTL Version 4 Discount


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