Understanding Software

by Larry Emmott on January 16, 2009

in Management,Software

There are six separate areas that the doctor and staff will need to understand in order to use practice management software well. These are:
 
1. General use of the software: This would include how to open it, how to find a patient, how to find a specific procedure or appointment.
2. Charting: That is entering treatment, creating treatment plans and entering procedure notes. Charting also includes linking to diagnostic aids like radiographs, photos and perio pocket charting.
3. Finance: This would include making an estimate, Creating and sending insurance claims. Billing. Entering payments.
4. Scheduling: Creating new appointments, finding existing appointments.
5. Communications: Maintaining patient contact and insurance information. Sending correspondence, insurance, re-call and confirmations.
6. Administration: Compiling numbers running reports and maintaining security.

Each person in the office should have a general understanding of the entire system. However each person will have special areas he/she needs to master.

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