training checklist | 12/18/2018 pd...10.12 editing draft and quoted sales order 10.13 edit invoiced...

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TRAINING CHECKLIST | 12/18/2018 Practice Director Support 844.574.2020 | 1 Trainee Name:____________________ Video Number Video Name Admin Billing Dispensary Doctor Front Desk Tech 1.0 Introduction 1.1 Using Practice Director Training Center 2.0 Practice Director Setup 2.1 Restart Practice Director (With the black window) 2.2 Restart Practice Director (without the black window) 2.3 Setup 3.0 Administration Setup Up 3.1 Administration Overview (Version 5.1.72 and prior) 3.2 General Administration-Overview (Version 5.1.72 and prior) 3.3 Appointment Task 3.4 Employer 3.5 General Administration e- Prescribing 3.6 Facilities 3.7 Insurance Companies 3.8 Labs 3.9 Work offices 3.10 Patient Preferred Language 3.11 Reason for visit 3.12 Recall Reasons 3.13 Referral Methods 3.14 Stations 3.15 General Administration Users (Version 5.1.72 and prior) 3.16 General Administration Groups (Version 5.1.72 and prior) 3.17 Administration Provider Management 3.18 Setup and Modify Provider Schedule 3.19 Skeleton Schedule

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Page 1: TRAINING CHECKLIST | 12/18/2018 PD...10.12 Editing Draft and Quoted Sales Order 10.13 Edit Invoiced Order (Versions 5.1.72 and Prior) 10.14 Sales Order Copy Functionality 10.15 Sales

TRAINING CHECKLIST | 12/18/2018

Practice Director Support 844.574.2020 |

1

Trainee Name:____________________

Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

1.0 Introduction 1.1 Using Practice Director Training

Center � � � � � �

2.0 Practice Director Setup � � � � � �

2.1 Restart Practice Director (With the black window)

� � � � � �

2.2 Restart Practice Director (without the black window)

� � � � � �

2.3 Setup � � � � � � 3.0 Administration Setup Up 3.1 Administration Overview (Version

5.1.72 and prior) � � � � � �

3.2 General Administration-Overview (Version 5.1.72 and prior) � � � � � �

3.3 Appointment Task � � � � � � 3.4 Employer � � � � � � 3.5 General Administration e-

Prescribing � � � � � �

3.6 Facilities � � � � � � 3.7 Insurance Companies � � � � � � 3.8 Labs � � � � � � 3.9 Work offices � � � � � �

3.10 Patient Preferred Language � � � � � � 3.11

Reason for visit � � � � � �

3.12 Recall Reasons � � � � � � 3.13 Referral Methods � � � � � � 3.14 Stations � � � � � �

3.15 General Administration Users (Version 5.1.72 and prior) � � � � � �

3.16 General Administration Groups (Version 5.1.72 and prior) � � � � � �

3.17 Administration Provider Management

� � � � � �

3.18 Setup and Modify Provider Schedule

� � � � � �

3.19 Skeleton Schedule � � � � � �

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TRAINING CHECKLIST | 12/18/2018

Practice Director Support 844.574.2020 |

2

Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

3.20 Referral Management � � � � � � 3.21 Resource Management � � � � � � 3.22 Setup Modify Resource Schedule � � � � � � 3.23 Fee Schedule � � � � � � 3.24 Setup Clearinghouse � � � � � � 3.25 Code Administration Overview

(Version 5.1.72 and prior) � � � � � �

3.26 Code Administration (Version 5.1.72 and prior)

� � � � � �

3.27 Code Administration Revenue Report Categories (Version 5.1.72 and prior)

� � � � � �

3.28 Education Resources � � � � � � 3.29 Emergency Status � � � � � � 3.30 Inactivity Timeout � � � � � � 3.31 Revenue Report Category(Version

5.1.72 and prior) � � � � � �

3.32 Lock Administration � � � � � � 3.33 Default RX Expiration Length � � � � � � 4.0 Inventory Setup 4.1 Inventory Setup Overview � � � � � � 4.2 Frames � � � � � � 4.3 Lens � � � � � � 4.4 Contact Lens � � � � � � 4.5 Advanced Frame Pricing � � � � � � 4.6 Lens Product Pricing Overview � � � � � � 4.7

Lens Base and Index Pricing � � � � � �

4.8 Lens Prescription and Prism Pricing

� � � � � �

6.0 Patient Management and Recall 6.1 Correspondence Tracking � � � � � � 6.2 Non-Patient � � � � � � 6.3 Manage Recalls Overview � � � � � � 6.4 Adding New Recalls � � � � � � 6.5 Searching Recalls � � � � � � 6.6 Deleting Recalls � � � � � � 6.7 Exporting Recalls � � � � � � 6.8 Mail Merge Recalls with Microsoft

Word � � � � � �

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TRAINING CHECKLIST | 12/18/2018

Practice Director Support 844.574.2020 |

3

Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

6.9 Mail Merge Recalls with OpenOffice.org Writer

� � � � � �

6.10 Prescription Screen � � � � � � 6.11 Traffic Flow Manager � � � � � � 6.12 Welcome to the Office Import into

Practice Director � � � � � �

6.13 Welcome to the Office Patient Website

� � � � � �

6.14 Patient Portal and Patient Registration

� � � � � �

6.15 Linking patients from Patient Portal to Practice Director

� � � � � �

6.16 Patient Portal View, Download, Transmit

� � � � � �

6.17 Deleting a Portal Account � � � � � � 7.0 Products Inventory 7.1 Products Inventory Overview � � � � � � 7.2 Frame Inventory � � � � � � 7.3 Browse Spex UPC Overview � � � � � � 7.4 Browse Spex UPC � � � � � � 7.5 Printing Frame Labels � � � � � � 7.6 Update Frame Information � � � � � � 7.7 Lens Availability � � � � � � 7.8 Contact Lens � � � � � � 7.9 Lens Options � � � � � �

7.10 Making Lens and Lens Options Inactive

� � � � � �

7.11 Ordering and Invoicing Inactive Products

� � � � � �

8.0 Patient Demographics 8.1 Patient Demographics Overview

(Version 5.1.72 and prior) � � � � � �

8.2 New Patient Record � � � � � � 8.3 Add Insurance to a Patient Record � � � � � � 8.4 Notes and Appointment History � � � � � � 8.5 Manage Recalls � � � � � � 8.6 Deactivating a Patient with Error � � � � � � 8.7 Deactivating a Patient � � � � � � 8.8 Adding a Family Member � � � � � � 8.9 Copying Insurance from Another

Patient � � � � � �

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TRAINING CHECKLIST | 12/18/2018

Practice Director Support 844.574.2020 |

4

Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

8.10 Relationships � � � � � � 8.11 Images and Documents � � � � � � 8.12 Work Office Setting � � � � � � 9.0 Scheduler 9.1 Scheduler Overview � � � � � � 9.2 New Patient Appointment � � � � � � 9.3 Appointment for Current Patient � � � � � � 9.4 Move, Cancel, and Delete

Appointments � � � � � �

9.5 Modifying Details and Confirming Appointments

� � � � � �

9.6 New Block Out � � � � � � 9.7 No Shows and Arriving Patient � � � � � � 9.8 Pre-Appointment � � � � � � 9.9 Setup Recall and View Patient � � � � � �

10.0 Dispensary 10.1 Dispensary Overview � � � � � � 10.2 Spectacle Order � � � � � � 10.3 Print Spectacle Order � � � � � � 10.4 Print Spectacle Order Quote � � � � � � 10.5 Invoicing Dispensary Order � � � � � � 10.6 Add Frame Product from Sales

Order � � � � � �

10.7 Contact Lens Order � � � � � � 10.8 Dispensary Order Add CL Product

from Order Screen � � � � � �

10.9 Contact Lens Order Trial Pair � � � � � � 10.10 Printing Contact Lens Order � � � � � � 10.11 Order Status 10.12 Editing Draft and Quoted Sales

Order � � � � � �

10.13 Edit Invoiced Order (Versions 5.1.72 and Prior)

� � � � � �

10.14 Sales Order Copy Functionality � � � � � � 10.15 Sales Order Search and Results � � � � � � 10.16 Sales Order View Order History � � � � � � 10.17 Dispensary Overview (Version

5.1.4x and Later) � � � � � �

10.18 Non VisionWeb Frame Handling � � � � � � 11.0 Meaningful Use

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TRAINING CHECKLIST | 12/18/2018

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

11.1 Clinical Quality Measures Overview and Help Screen

� � � � � �

11.2 NQF 0018 HBP � � � � � � 11.3 NQF 0024 Youth Weight

Assessment � � � � � �

11.4 NQF 0028 Tobacco Use � � � � � � 11.5 CMS 050 Referral Loop � � � � � � 11.6 NQF 0086 POAG � � � � � � 11.7 NQF 0088 Diabetic Retinopathy � � � � � � 11.8 NQF 0089 Diabetic Retinopathy

Communication � � � � � �

11.9 NQF 419 Current Medications � � � � � � 11.10 NQF 421 Adult Weight

Assessment � � � � � �

11.11 Meaningful Use Report and Verification Report Overview

� � � � � �

11.12 Modified Stage 2 Report Overview � � � � � � 11.13 Clinical Summary � � � � � � 11.14 Transition of Care � � � � � � 11.15 Data Portability 11.16 Optometry Immunizations � � � � � � 11.17 Optometry Lab Order Entry and

Results � � � � � �

11.18 Patient Conditions List � � � � � � 11.19 Syndromic Surveillance � � � � � � 11.20 Specialty Radiology and Imaging

Order Entry � � � � � �

11.21 Patient Education � � � � � � 11.22 Saving and Printing Clinical

Summary � � � � � �

11.23 Clinical Decision Support Intervention Overview and NQF18 HBP

� � � � � �

11.24 Clinical Decision Support Intervention NQF24 Youth Weight Assessment

� � � � � �

11.25 Clinical Decision Support Intervention NQF0028 Tobacco Use

� � � � � �

11.26 Clinical Decision Support Intervention NQF86 POAG

� � � � � �

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TRAINING CHECKLIST | 12/18/2018

Practice Director Support 844.574.2020 |

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

11.27 Clinical Decision Support Intervention NQF088 Diabetic Retinopathy

� � � � � �

11.28 Clinical Decision Intervention NQF421 Adult Weight Assessment

� � � � � �

12.0 EMR 12.1 EHR Overview � � � � � � 12.2 Overview of EHR Header � � � � � � 12.3 Current Medications EHR � � � � � � 12.4 Case History EHR � � � � � � 12.5 PFSH EHR � � � � � � 12.6 Saving Normal Values and Loading

Normal Values � � � � � �

12.7 For Referral Checkboxes � � � � � � 12.8 Adding Information to Permanent

Lists from EHR � � � � � �

12.9 Slide Bars EHR Rx Areas � � � � � � 12.10 View Copy History EHR � � � � � � 12.11 User Defined Lookups EHR � � � � � � 12.12 Editing Time Clock EHR � � � � � � 12.13 Saving as Draft � � � � � � 12.14 Saving as Completed � � � � � � 12.15 Drawing Tool Basics � � � � � � 12.16 Images Tab EHR � � � � � � 12.17 Uploading and Saving Documents � � � � � � 12.18 Score the Form � � � � � � 12.19 Changing the Procedure Code

Generated by Score the Form � � � � � �

12.20 Starting EHR in One Room and Completing in Another Room

� � � � � �

12.21 Recommendations Boxes in Final Rx

� � � � � �

12.22 Looking Up Previous Exam � � � � � � 12.23 Editing a Previously Saved Exam � � � � � � 12.24 Comprehensive Field and

Checkbox � � � � � �

12.25 Coding Final Tab EHR � � � � � � 12.26 Diagnosis Look Up � � � � � � 12.27 Self-Coding and Diagnosis Relation � � � � � � 12.28 Saved as Completed vs Saved as

Invoiced � � � � � �

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TRAINING CHECKLIST | 12/18/2018

Practice Director Support 844.574.2020 |

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

12.29 Saving EHR as Non-Billable � � � � � � 12.30 Creating Exam from History � � � � � � 12.31 EHR Letter � � � � � � 12.32 Summary Area of Final RX Tab 12.33 Pharma Rx Tab � � � � � � 12.34 Contact Lens Follow Up � � � � � � 12.35 Scheduling Recalls and

Appointments from EHR � � � � � �

12.36 E Prescribing - Searching for A Drug to Prescribe

� � � � � �

12.37 E Prescribing - Managing Pharmacies

� � � � � �

12.38 E Prescribing - Managing Medications

� � � � � �

12.39 E Prescribing - Managing Allergies � � � � � � 12.40 E Prescribing - Renewal Requests � � � � � � 12.41 E-Prescribing - PBM Hx � � � � � � 12.42 E Prescribing - Options Menu � � � � � � 12.43 E Prescribing - Return to EHR � � � � � � 12.44 Delete EHR � � � � � � 12.45 ROS Layout � � � � � � 12.46 Clear Form and Selection

Enhancements � � � � � �

12.48 EHR Exam History View and Template Creation

� � � � � �

12.49 EHR Report and Letter Template Creation

� � � � � �

12.50 EHR Sections added for 2014 Certification

� � � � � �

12.51 EHR List Additional Testing Screen � � � � � � 12.52 Version 5.1 EHR Indication of

Normal Values � � � � � �

12.53 Version 5.1 Templates Introduction

� � � � � �

12.54 Version 5.1 Create and Edit Templates

� � � � � �

12.55 Version 5.1 New Templates Reports

12.56 Version 5.1 Templates in Exam and Preferences

� � � � � �

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TRAINING CHECKLIST | 12/18/2018

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8

Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

12.57 Version 5.1 Diagnosis Enhancements EHR

� � � � � �

12.58 Code Administration SNOMED CT Mapping

� � � � � �

12.59 EHR Mapping SNOMED CT Codes � � � � � � 12.60 EHR Options Clinical Summary and

TOC SNOMED CT Mapping � � � � � �

12.61 Coding By Section � � � � � � 12.62 Office Codes, HCPCS, and Multiple

Code Selection � � � � � �

13.0 Invoicing 13.1 Invoicing Basic Overview (Version

5.1.72 and prior) � � � � � �

13.2 New Invoice with Diagnosis and Procedure Codes (Version 5.1.72 and prior)

� � � � � �

13.3 Adding Tax, Savings, and Notes to Invoice (Version 5.1.72 and prior)

� � � � � �

13.4 Editing Basics (Version 5.1.72 and prior)

� � � � � �

13.5 Modifiers and Insurance Write Offs (Version 5.1.72 and prior)

� � � � � �

13.6 Adding Multiple Insurance to an Invoice (Version 5.1.72 and prior)

� � � � � �

13.7 Deleting an Invoice (Version 5.1.72 and prior)

� � � � � �

13.8 Deleting Invoices with Claims (Version 5.1.72 and prior)

� � � � � �

13.9 Printing Invoices � � � � � � 13.10 Invoicing Charges from EHR and

Dispensary � � � � � �

13.11 Late Fees � � � � � � 13.12 Recalls from Invoice � � � � � � 13.13 Invoice Notes Printing to Invoice � � � � � � 13.14 Version 5.1 Diagnosis

Enhancements Invoice � � � � � �

13.15 Patient Info Tab (Version 5.1.72 and prior)

14.0 Claims Management 14.1 Claims Management Overview � � � � � � 14.2 Creating a Target Folder for Claims � � � � � �

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TRAINING CHECKLIST | 12/18/2018

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

14.3 Claims Creation � � � � � � 14.4 Batching Claims � � � � � � 14.5 Printing CMS 1500 � � � � � � 14.6 Errors in Batching Claims � � � � � � 14.7 Filters � � � � � � 14.8 Batch ID and Patient Searches � � � � � � 14.9 Multi Office Claims Management � � � � � �

14.10 Version 5.1 Diagnosis Enhancements Claim

� � � � � �

15.0 Patient Payments 15.1 Patient Payments Overview

(Version 5.1.72 and prior) � � � � � �

15.2 Payment Write Offs (Version 5.1.72 and prior)

� � � � � �

15.3 Creating Office Credits (Version 5.1.72 and prior)

� � � � � �

15.4 Applying Credits (Version 5.1.72 and prior)

� � � � � �

15.5 Creating Prepayments (Version 5.1.72 and prior)

� � � � � �

15.6 Multiple Patient Payments to One Invoice (Version 5.1.72 and prior)

� � � � � �

15.7 Viewing and Editing Patient Payments (Version 5.1.72 and prior)

� � � � � �

15.8 Family Payments (Version 5.1.72 and prior)

� � � � � �

15.9 Spreading Payments Over Invoices (Version 5.1.72 and prior)

� � � � � �

15.10 NSF Checks (Version 5.1.72 and prior)

� � � � � �

16.0 Insurance Payment 16.1 Insurance Payment Overview

(Version 5.1.72 and prior) � � � � � �

16.2 Basic Insurance Payment (Version 5.1.72 and prior)

� � � � � �

16.3 Insurance Payment with Write-off (Version 5.1.72 and prior)

� � � � � �

16.4 Insurance Payment with Coins and Write-off (Version 5.1.72 and prior)

� � � � � �

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

16.5 Primary Payment with Full Lines Rolling to Secondary (Version 5.1.72 and prior)

� � � � � �

16.6 Payment with Write-off and Co-pay (Version 5.1.72 and prior)

� � � � � �

16.7 Payment with Co-Ins, Co-Pay, and Write-Off (Version 5.1.72 and prior)

� � � � � �

16.8 EOB without Payment (Version 5.1.72 and prior)

� � � � � �

16.9 Insurance Payments EOB with all amounts to Deductible (Version 5.1.72 and prior)

� � � � � �

16.10 Adjustments (Version 5.1.72 and prior)

� � � � � �

16.11 Negative EOB (Version 5.1.72 and prior)

� � � � � �

16.12 Applying Payments Before Claims are Batched (Version 5.1.72 and prior)

� � � � � �

16.13 Auto Split (Version 5.1.72 and prior)

� � � � � �

16.14 Clear, Clear All, and Cancel (Version 5.1.72 and prior)

� � � � � �

16.15 Viewing Batch and Deleting Batch (Version 5.1.72 and prior)

� � � � � �

16.16 Editing Insurance Payment (Version 5.1.72 and prior)

� � � � � �

16.17 Editing with Patient Payment (Version 5.1.72 and prior)

� � � � � �

16.18 Editing with Secondary Insurance (Version 5.1.72 and prior)

� � � � � �

16.19 Insurance Paid More than Expected (Version 5.1.72 and prior)

� � � � � �

16.20 Insurance Paid More than Expected Example #2 (Version 5.1.72 and prior)

� � � � � �

17.0 Returns 17.1 Returns Overview (Version 5.1.72

and prior) � � � � � �

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

17.2 Returns with Office Credit (Version 5.1.72 and prior)

� � � � � �

17.3 Return for Less than Patient Paid (Version 5.1.72 and prior)

� � � � � �

17.4 Return Items Billed and Paid by Insurance (Version 5.1.72 and prior)

� � � � � �

17.5 Return Items Billed to Insurance Not Yet Paid (Version 5.1.72 and prior)

� � � � � �

17.6 Return Items with Savings, Tax, and Multiple Quantity (Version 5.1.72 and prior)

� � � � � �

18.0 Refunds 18.1 Patient Refunds (Version 5.1.72

and prior) � � � � � �

18.2 Refunds to Insurance (Version 5.1.72 and prior)

� � � � � �

19.0 Reporting 19.1 Reporting Menu � � � � � � 19.2 Viewing, Saving and Printing

Reports

� � � � � �

19.3 Saving and Editing Reports in Microsoft Word

� � � � � �

19.4 Saving and Editing Reports within Microsoft Excel

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19.5 Data Extraction � � � � � � 19.6 A/R Invoice Detail (Version 5.1.72

and prior) � � � � � �

19.7 A/R Insurance Aging (Version 5.1.72 and prior)

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19.8 A/R Patient Aging Summary (Version 5.1.72 and prior)

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19.9 A/R by Provider (Version 5.1.72 and prior)

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19.10 Appointment � � � � � � 19.11 Cash Report Overview (Version

5.1.72 and prior) � � � � � �

19.12 Cash Report - Day End Report (Version 5.1.72 and prior)

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Desk Tech

19.14 Daily Schedule for Provider and Resource

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19.15 Diagnostic Codes Listing � � � � � � 19.16 Dispensary Inventory Sales Detail � � � � � � 19.17 Dispensary Sales by User Report � � � � � � 19.18 EHR Full Report � � � � � � 19.19 Fee Schedule Listing Report � � � � � � 19.20 Idle Patients Report � � � � � � 19.21 Insurance Adjustments (Version

5.1.72 and prior) � � � � � �

19.22 Insurance Provider Listing � � � � � � 19.23 Inventory Stock � � � � � � 19.24 Cash Report - Day End Report

(Version 5.1.72 and prior) � � � � � �

19.25 Lab Order � � � � � � 19.26 Lens Base and Index Pricing

Report � � � � � �

19.27 Medical Prescription � � � � � � 19.28 Patients by Insurance Company � � � � � � 19.29 Patient Demographics � � � � � � 19.30 Patient Referrals Report � � � � � � 19.31 Patients with Un-invoiced Exams � � � � � � 19.32 Patients with No Future Recalls

Report � � � � � �

19.33 Patients Never Scheduled Report

� � � � � �

19.34 Patient Prescription � � � � � � 19.35 Procedure Code Listing � � � � � � 19.36 Cash Report - Day End Report

(Version 5.1.72 and prior) � � � � � �

19.37 Referral Letter � � � � � � 19.38 Cash Report - Day End Report

(Version 5.1.72 and prior) � � � � � �

19.39 Cash Report - Day End Report (Version 5.1.72 and prior)

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19.40 Sales Order by Promise Date � � � � � � 19.41 Cash Report - Day End Report

(Version 5.1.72 and prior) � � � � � �

19.42 Cash Report - Day End Report (Version 5.1.72 and prior)

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19.43 Patient Growth Chart � � � � � �

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

19.44 EHR Electronic Signature � � � � � � 19.45 Labels � � � � � � 19.46 Version 5.1 Statement Report

Overview � � � � � �

19.47 Version 5.1 Statement Report Insurance Line Items

� � � � � �

19.48 Version 5.1 Statement Report In Collections Option

� � � � � �

19.49 Version 5.1 Statement Report Selection Samples

� � � � � �

20.0 Ledger 20.1 Ledger Concepts(Version 5.1.72

and prior) � � � � � �

21.0 Technical � � � � � � 22.0 Help Menu 22.1 Help Menu Client Documentation � � � � � � 22.2 Help Menu Customer Feedback � � � � � � 22.3 Help>Customer Support � � � � � � 22.4 Help Menu Other Items � � � � � � 23.0 Main Menu 23.1 Main Menu � � � � � � 23.2 Setting Preference for Standard

List Items � � � � � �

23.3 Multi Office Overview � � � � � � 23.4 Multi Office EHR and Dispensary

Screens � � � � � �

23.5 Multi Office Invoice Screen � � � � � � 23.6 Multi Office Payment Screens � � � � � � 24.0 WG Statistics 24.1 WG Statistics Overview � � � � � � 24.2 WG Statistics Exam Procedure

Code Admin � � � � � �

24.3 WG Statistics Exam Task Admin � � � � � � 24.4 WG Statistics Example � � � � � � 24.5 WG Statistics Definitions and

Benchmarks � � � � � �

24.6 WG Statistics Manage Available Exams Simple Alternating

� � � � � �

24.7 WG Statistics Manage Holiday Vacations

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

24.8 WG Statistics Manage Available Exams Simple Default

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25.0 Patient Communicator Optional Subscription Based Service. If you would like to purchase or if you have questions please contact 402-454-7173 and we will put you in touch with your sales representative

25.1 Patient Communicator Office Setting

� � � � � �

25.2 Patient Communicator Appointment Types

� � � � � �

25.3 Patient Communicator Provider Hours

� � � � � �

25.4 Patient Communicator Online Patient and Practice Themes

� � � � � �

25.5 Patient Communicator Templates

� � � � � �

25.6 Patient Communicator Office Settings Continued

� � � � � �

25.7 Patient Communicator Other Settings

� � � � � �

25.8 Patient Communicator Confirmation and Reminder Settings

� � � � � �

25.9 Patient Communicator Automated and Manual Settings

� � � � � �

25.10 Patient Communicator Communication Center

25.11 Patient Communicator Status History Archive Menus

� � � � � �

25.12 Patient Communicator Patient Portal

� � � � � �

25.13 Patient Communicator Dashboard Quadrant Detail Examples

� � � � � �

25.14 Patient Communicator Dashboard Waitlist

� � � � � �

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

26.0 Total Merchant Services (This is an optional credit card processing service. This service requires a monthly fee for more information call 747-888-9105)

26.1 TMS Payment � � � � � � 26.2 TMS Return � � � � � � 27.0 Vision Web (This is an optional

service that allows you to electronically submit non-VSP spectacle orders directly to the lab at no charge. For more information contact Vision Web at www.visionweb.com or 800-874-6601)

27.1 VisionWeb Setup � � � � � � 27.2 Creating a VisionWeb Order in

Dispensary � � � � � �

27.3 VisionWeb Validation and Sending VisionWeb Orders to Lab

� � � � � �

27.4 Optivision Setup � � � � � � 27.5 Creating an Optivision Order in

Dispensary � � � � � �

27.6 Sending Optivision Order to Lab � � � � � � 28.0 AOA More Registry (This is an

optional service that is included at no charge for AOA members. For non-AOA members it is an $1800 annual fee paid to AOA. The AOA More Registry will allow you to report PQRS, can be used to meet the specialized registry requirement under the MIPS Program for registration go to the AOA More website: http://www.aoa.org/more?sso=y)

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

28.1 AOA More Registry Menu Items � � � � � � 28.2 AOA Registry NQF 0055 Diabetes

Eye Exam � � � � � �

28.3 AOA Registry NQF 0059 Hemoglobin A1C Poor Control

� � � � � �

Please note the videos below are the same videos that are displayed in section 11.0. The videos are duplicated here for refresher for use with AOA More Registry submission

28.4 Clinical Quality Measures Overview and Help Screen

� � � � � �

28.5 CMS 0050 Referral Loop � � � � � � 28.6 NQF 0018 HBP � � � � � � 28.7 NQF 0028 Tobacco Use � � � � � � 28.8 NQF 0086 POAG � � � � � � 28.9 NQF 0088 Diabetic Retinopathy � � � � � �

28.10 NQF 0089 Diabetic Retinopathy Communication

� � � � � �

28.11 NQF 419 Current Medications � � � � � � 29.0 6.0 Training Videos 29.1 Security Administration � � � � � � 29.2 Security Administration Examples � � � � � � 29.3 Invoice Overview � � � � � � 29.4 Invoice Charges Forward � � � � � � 29.5 Invoice Edit Delete � � � � � � 29.6 Patient Payment Overview � � � � � � 29.7 Patient Payment Creation � � � � � � 29.8 Patient Payment Edit and Delete � � � � � � 29.9 Patient Payment Adjustments,

Rollovers, Collection Fee, Bad Debt, NSF

� � � � � �

29.10 Insurance Remittance Overview � � � � � � 29.11 Insurance Remittance Create � � � � � � 29.12 Insurance Remittance Edits and

Credit Creations � � � � � �

29.13 Accounting Administration Overview

� � � � � �

29.14 Accounting Code Administration - Taxes

� � � � � �

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Video Number

Video Name Admin Billing Dispensary Doctor Front

Desk Tech

29.15 Accounting Period Management � � � � � � 29.16 Returns and Refunds � � � � � � 29.17 Accounting Reports and Ledger � � � � � � 29.18 Billing Lenses on One Line for

Insurance � � � � � �

29.19 Insurance Recouping Payment and Using Credit

� � � � � �

29.20 Editing Dispensary Order after Invoiced

� � � � � �

29.21 Creating Patient Credit from Insurance Payment

� � � � � �

29.22 Security Administration Users � � � � � � 29.23 Security Administration Resources � � � � � � 29.24 Gift Certificate � � � � � � 29.25 Revenue Report � � � � � �