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* New User Training * - EHR - Windows Devices

3. Practice Management Training Track - Windows


Description
Practice Management Training Track - Windows
Content
  • Introduction and BI Dashboard
  • Introduction to the Practice Management Training Track
  • Navigating the Symplast Web Portal
  • Understanding the Business Intelligence Dashboard
  • What To Look Out for To Ensure Your Dashboard’s Information Is Configured Correctly
  • BI Dashboard Quiz
  • Reports
  • A Breif Overview on Report Layouts
  • Sales Reports
  • Financial Reports
  • Administrative Reports
  • Task Reports
  • Reports Quiz
  • Inventory, Estimates, and Invoices
  • Verifying Product Quantity on Hand
  • Verifying Estimate Approval and Contacting Customers
  • Promoting an Estimate to an Invoice
  • Ensuring Providers have been Added to Invoice Items for Reporting
  • Reviewing Open Invoices and Creating Statements with Patient Balances
  • Inventory, Estimates, And Invoices Quiz
  • Best Practices
  • Daily Reporting and Workflows
  • Best Practice for Weekly Reporting
  • Best Practices Quiz
  • Congratulations
  • Congratulations
Completion rules
  • All units must be completed