Information Manager

This module will allow you to get a list of all your patients including their account balances, all the treatments you've performed with a list of grades, and all the procedures you've completed. You will only be using 3 tabs of the information manager: Patient Clinical and Billing. Watch the video above and follow along with the instructions listed here:

  • Click on the Information manager icon on your desktop.
  • Click on the “Custom” button.
  • For this example, choose the last option.
  • Click on the select button.
  • Click on search to see the report.
  • Click on the billing tab now.
  • To get a list of all procedures, click on the custom button.
  • Select this option
  • Click on the select button.
  • Click on Search to see the list.
  • Click on the “treatment code” column header.
  • Click on the Add button and close the window.
  • Click on the custom button.
  • Select the AR option
  • Click on select.
  • Click on search
  • Click on the clinical tab.
  • Click on the “all grades” option.
  • Click on select.
  • Click on search.