Using Administration

Most of your practice management settings are configured in Administration. These settings include:

• Practice information
• Claims information
• Providers and staff
• Security
• Clinic hours
• Product item types
• Contact lens products and prices
• Services and prices
• Scheduler preferences, office hours, resource schedules, services, and holidays
• Required patient profile fields
• Recall types

This topics in this section discuss how to set up and maintain practice management. Topics include:

• Navigating Administration
• Setting Up Your Company and Offices
• Setting Up Your Resources (Providers, Staff, and Office Resources)
• Setting Up Products & Services
• Setting Up the Scheduler (Appointment Calendar)
• Setting Up Preferences
• Setting Up Integrations
• Setting Up Insurance
• Setting Up Recalls