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Welcome to the Clinic Pro Training Manual! Within the contents of this manual, you will find invaluable information pertaining to nearly every aspect of Clinic Pro. Below you will find the table of contents for the entire manual. Simply click on the area you wish to view, and it will take you there. (Please see below the table of contents for printing instructions.)
In order to download a complete copy of this manual please RIGHT click the following link and SAVE it to the desired location on your computer. Click Here
Negotiating Our Website............................................................................................................. 1-3
Glossary......................................................................................................................................... 4
List Menu
Submitters/Clearinghouses........................................................................................................... 1-4
Insurance & Medigap Companies................................................................................................ 5-8
Staff Doctors............................................................................................................................. 9-14
Facility/Hospital....................................................................................................................... 15-16
Diagnoses Codes..................................................................................................................... 17-18
Procedures & Fee Codes......................................................................................................... 19-23
Attorneys....................................................................................................................................... 24
Employers...................................................................................................................................... 25
Non-Patients............................................................................................................................. 26-27
Referring Doctors..................................................................................................................... 28-29
General Code Definitions............................................................................................................... 30
Soap Descriptions / Set Descriptions.............................................................................................. 31
Activities Menu
Accessing Patient List...................................................................................................................... 1
Manage Patients (change patient numbers).................................................................................... 2-3
Enter Payments (insurance credits)................................................................................................ 4-7
Importing EMR Transactions........................................................................................................ 8-9
Old Scheduler................................................................................................................................ 10
Insurance Billing............................................................................................................................. 11
Do Billing....................................................................................................................................... 12
Patient Billing................................................................................................................................. 13
Status Inquiry........................................................................................................................... 14-16
SOAP Descriptions/Set Descriptions............................................................................................. 17
Ansi Remittance............................................................................................................................ 18
Patient Management
Adding a Patient.......................................................................................................................... 1-4
Adding an Insurance Company.................................................................................................. 5-10
Adding a Transaction............................................................................................................... 11-13
Transaction Card “2”............................................................................................................... 14-15
Changing Insurance “I” Button................................................................................................. 16-17
Chiropractic Specific Data “C” Button .......................................................................................... 18
Systems
Systems Parameter Maintenance................................................................................................. 1-5
Patient Custom Fields..................................................................................................................... 6
Default Procedure List.................................................................................................................... 7
Registration.................................................................................................................................... 8
Locations....................................................................................................................................... 9
Users...................................................................................................................................... 10-11
User Groups........................................................................................................................... 12-14
Passwords.................................................................................................................................... 15
Adding/Deleting Custom Letters.............................................................................................. 16-18
Back Up...................................................................................................................................... 19
Billing
Insurance (Electronic)
Creating a Batch Billing File......................................................................................................... 1-5
837 Error Log............................................................................................................................. 6-7
Billing Maintenance Screen......................................................................................................... 8-11
Health Insurance Claim Form (HCFA)
Creating a HCFA Billing File.................................................................................................... 12-16
Editing a HCFA Form.............................................................................................................. 17-19
Patient Billing........................................................................................................................... 20-24
Payments
Patient Payments........................................................................................................................ 1-4
Insurance Payments.................................................................................................................... 5-9
The Appointment Scheduler
Configuring the Scheduler............................................................................................................. 1-2
Adding/Editing/Deleting a Provider............................................................................................... 3-7
Appointment Scheduler.............................................................................................................. 8-22
The Electronic Medical Records (EMR)
About the EMR............................................................................................................................... 1
Getting Started............................................................................................................................. 2-6
Logging On...................................................................................................................................... 7
Menu Items/EMR Top................................................................................................................ 8-12
EMR Button Functions.............................................................................................................. 13-18
Encounters................................................................................................................................ 19-24
Encounters (2)........................................................................................................................... 25-26
Home/Launch Screen................................................................................................................ 27-30
New Encounters............................................................................................................................. 31
Established Patients................................................................................................................... 32-33
EMR Categories....................................................................................................................... 34-37
Customizing Buttons.................................................................................................................. 38-40
Mechanics of Customization....................................................................................................... 41-63
Reports (Financial)
Report Output Basics................................................................................................................... 1-2
Aged Insurance Receivables............................................................................................................ 3
Aged Patient Receivables................................................................................................................ 4
Insurance Credit Listing................................................................................................................... 5
Patient Credit Listing....................................................................................................................... 6
Income Analysis.............................................................................................................................. 7
Income Statistics............................................................................................................................. 8
Insurance Write Off......................................................................................................................... 9
Patient Write Off............................................................................................................................ 10
Payment by Procedure................................................................................................................... 11
Procedure Analysis........................................................................................................................ 12
Resident Analysis........................................................................................................................... 13
Reports (Lists)
Attorneys....................................................................................................................................... 1
Diagnosis....................................................................................................................................... 2
Employers...................................................................................................................................... 3
Insurance Authorizations................................................................................................................. 4
Insurance Companies..................................................................................................................... 5
Patient Criteria Report................................................................................................................. 6-8
Patient List..................................................................................................................................... 9
Procedures List.............................................................................................................................. 10
Referring Doctors List.................................................................................................................... 11
Reports (Practice Management)
Birthdays........................................................................................................................................ 1
Comparative Insurance Report........................................................................................................ 2
Inventory Report............................................................................................................................. 3
New Patient Source Report............................................................................................................. 4
Sales Tax Report............................................................................................................................. 5
Mail Merge
Generating a Mail Merge............................................................................................................. 1-2
Preconfigured Templates................................................................................................................. 3
Editing Existing Templates........................................................................................................... 4-5
Mail Merge Variables.................................................................................................................. 6-8
Run Mail Merge – Appointment Scheduler................................................................................. 9-13
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