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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 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

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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Page 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

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

Page 2: 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

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

Page 3: 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

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.

Page 4: 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

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”.

Page 5: 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

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.

Page 6: 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

Appliance List Filter

Note that the print of this information always shows what is shown on the screen.

Page 7: 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

View Billing Transactions during Checkout

Billing can be seen prior to adding a charge to ensure the charge was already billed.

Page 8: 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

Ins Queue’s financial screen

Added chart comments, chart alerts, and scheduler alerts.

Page 9: 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

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).

Page 10: 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

FTL Version 4 Discount