Contents
| How Can We Help You? |
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| Finding More Information |
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| Getting Support |
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| Resources for Older Versions |
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| Release Notes |
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| 15.3.6812 Release Notes |
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| 15.3.6722 Release Notes |
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| 15.3.6579 Release Notes |
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| 15.3.6417 Release Notes |
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| 15.3.6321 Release Notes |
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| 15.3.6200 Release Notes |
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| 15.3.6104 Release Notes |
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| 15.3.5981 Release Notes |
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| 15.3.5813 Release Notes |
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| 15.3.5699 Release Notes |
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| 15.3.5556 Release Notes |
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| 15.3.5450 Release Notes |
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| 15.3.5331 Release Notes |
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| 15.3.5254 Release Notes |
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| 15.3.5047 Release Notes |
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| 15.3.4957 Release Notes |
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| 15.3.4875 Release Notes |
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| 15.3.4852 Release Notes |
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| 15.3.4779 Release Notes |
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| 15.3.4737 Release Notes |
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| 15.3.4578 Release Notes |
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| 15.3.4501 Release Notes |
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| 15.3.4396 Release Notes |
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| 15.3.4305 Release Notes |
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| 15.3.4236 Release Notes |
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| 15.3.4211 Release Notes |
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| 15.3.4115 Release Notes |
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| 15.3.4033 Release Notes |
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| 15.2.3929 Release Notes |
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| 15.2.3844 Release Notes |
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| 15.2.3798 Release Notes |
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| 15.2.3678 Release Notes |
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| 15.2.3565 Release Notes |
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| 15.2.3439 Release Notes |
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| 15.2.3342 Release Notes |
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| 15.2.3187 Release Notes |
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| 15.1.2983 Release Notes |
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| 15.1.2878 Release Notes |
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| Previous Release Notes |
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| Installing and Upgrading |
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| OfficeMate/ExamWRITER System Requirements |
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| Installing OfficeMate/ExamWRITER for New Users |
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| Upgrading OfficeMate/ExamWRITER for Existing Users |
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| Updating OfficeMate/ExamWRITER 15 with Autoupdate |
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| Migrating to a New OfficeMate Server |
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| Upgrading on a Terminal Server |
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| Activating OfficeMate/ExamWRITER |
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| Opening OfficeMate/ExamWRITER |
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| Installing the Equipment Interface |
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| Previous Installation Instructions |
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| Migrating from OfficeMate/ExamWRITER to Encompass/Eyefinity EHR |
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| OfficeMate/ExamWRITER to Encompass Guide |
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| Setting Up |
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| Setting Up Security |
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| Understanding Security |
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| Creating, Modifying, and Copying Security Roles |
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| Assigning Roles and Passwords to Users |
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| Setting Up Security Preferences |
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| Setting Up OfficeMate |
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| Changing the Posting Date |
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| Setting Up the Printer |
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| Maintaining Locations for OfficeMate |
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| Maintaining Business Names for OfficeMate |
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| Maintaining Vendors |
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| Deactivating Vendors and Labs |
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| Customizing OfficeMate |
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| Maintaining Providers, Staff, and Other Resources for OfficeMate |
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| Importing Provider Signatures into OfficeMate/ExamWRITER |
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| Maintaining Add-In Programs |
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| Setting Up Preferences for OfficeMate |
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| Using the Lens Product Loader |
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| Using the Contact Lens Loader |
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| Setting Up Sales Tax Codes |
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| Setting Up Location Inventory Preferences |
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| Setting Up Discounts & Packages |
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| Setting Up Recall Schedules |
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| Managing Inventory Information |
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| Setting Up Inventory |
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| Recording Product Inventory Details |
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| Setting Up the General Ledger Interface |
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| Checklists |
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| Role-Based Security User Checklist |
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| Attributes User Checklist |
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| UB04 Setup User Checklist |
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| OfficeMate VSP Interface User Checklist |
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| Reports User Checklist |
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| Setting Up TriZetto Claim File Locations |
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| Setting up ExamWRITER |
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| Maintaining Business Names for ExamWRITER |
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| Maintaining Providers, Staff, and Other Resources for ExamWRITER |
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| Importing Provider Signatures into OfficeMate/ExamWRITER |
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| Customizing ExamWRITER |
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| Maintaining Locations for ExamWRITER |
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| Setting Up Preferences for ExamWRITER |
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| Setting Up Correspondent Information |
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| Setting Up Product and Service Information in ExamWRITER |
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| Maintaining Medication and Allergen Information |
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| Creating and Modifying Templates |
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| Customizing Exam Data, Exam Text, and Auto Letter Sequences |
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| Encrypting & Decrypting the Database |
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| Auditing Activities |
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| Managing Auditable Transactions |
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| Viewing and Printing Audit Logs |
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| Understanding the Audit Log |
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| Setting Up Product & Service Information in OfficeMate |
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| Setting Up Insurance Carriers & Plans |
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| Understanding the Insurance Carriers & Plans |
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| Setting Up Insurance Codes, Modifiers, and Attributes |
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| Setting Up Insurance Carriers |
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| Setting Up Insurance Plans |
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| Setting Up Plan Detailed Benefits |
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| Setting Up Plan Maximum Allotments |
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| Setting Up Preferences for OfficeMate |
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| Attaching Electronic Documents to Insurance Carriers & Plans |
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| Using FrameMate |
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| Setting Up the VSP Interface |
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| Preparing for the OfficeMate VSP Interface |
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| Activating the VSP Interface with Eyefinity |
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| Turning the VSP Interface On or Off |
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| Using the VSP Setup Assistant |
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| Setting Up the OfficeMate VSP Interface Manually |
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| Setting Up Product Attribute Pricing |
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| Loading Lens Products into OfficeMate |
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| Downloading VSP Lists |
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| Loading Frame Products into OfficeMate |
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| Mapping Products |
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| Using the VSP Product Mapping Utility to Map Multiple Products |
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| Using the Products Module to Map Individual Products |
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| Setting Up Service Attributes |
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| Turning On the VSP Interface |
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| Using FrameMate |
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| Opening FrameMate |
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| Using the FRAMES SPEX UPC CD-ROM & On Demand Electronic Download |
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| Using the FRAMES Quarterly CD-ROM |
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| Transferring & Loading Frames into the OfficeMate Products Database |
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| Viewing Frame Information |
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| Deleting Manufacturers |
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| Backing Up & Restoring Data |
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| Determining Your Database Type |
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| Determining Your SQL Database Server and Name |
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| Determining the Location of Your DATA Folder |
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| Automatically Backing Up Databases |
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| Choosing an Automatic Backup Method |
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| Automatically Backing Up an Access Database |
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| Automatically Backing Up a SQL Database |
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| Manually Backing Up Databases |
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| Preparing for a Manual Backup |
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| Manually Backing Up an Access Database |
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| Manually Backing Up a SQL Database |
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| Restoring Databases |
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| SQL Server Database Maintenance Best Practices |
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| Managing Data and Log Files |
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| Updating Statistics |
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| Detecting Corruption |
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| Backing Up Data |
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| Sharing Folders |
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| Sharing Folders on Windows 10 |
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| Sharing Folders on Windows 8 |
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| Sharing Folders on Windows 7 |
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| Sharing Folders and Assigning Permissions on Windows Server 2016, Standard Edition |
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| Mapping Network Drives |
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| Mapping Network Drives on Windows 10 |
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| Mapping Network Drives on Windows 8 |
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| Mapping Network Drives on Windows 7 |
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| Setting Up DYMO LabelWriter with Terminal Services |
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| Using OfficeMate |
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| Navigation Schemes in OfficeMate |
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| Logging Into and Out of OfficeMate |
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| Changing Your Password |
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| Renewing Your Maintenance & Support Agreement |
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| Managing Patient Records |
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| Creating and Opening Patient Records |
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| Recording Patient Information |
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| Recording Demographic Information |
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| Recording Insurance Information |
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| Recording Additional Insurance Claim Information |
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| Recording Insurance Eligibility and Authorizations |
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| Recording Marketing Information |
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| Recording Patient Notes |
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| Recording and Reviewing Recall Information |
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| Recording Financial Information |
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| Viewing and Printing Correspondence History |
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| Recording HIPAA Information |
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| Selecting Letters to Send to a Patient |
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| Attaching Electronic Documents to Patient Records in OfficeMate |
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| Attaching a Photo to Patient Records |
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| Printing Patient Labels |
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| Viewing All Patient Information |
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| Viewing Patient Appointments |
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| Viewing Patient Exams |
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| Viewing & Recording Patient Referrals to Other Providers |
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| Printing One-Click Patient Documents |
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| Deleting Patient Records |
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| Closing Patient Open Charges |
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| Printing Patient Welcome Forms and Batch Routing Slips |
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| Maintaining Product & Service Information |
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| Opening the Products Window |
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| Finding Products and Services |
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| Recording Product Information |
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| Adding or Modifying Products |
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| Adding Additional Information to Products |
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| Itemizing Product Details |
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| Adding Manufacturer SKUs to OfficeMate Product Details |
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| Activating and Deactivating Products |
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| Maintaining Location Inventory Details |
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| Maintaining Product Cost Information |
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| Maintaining Ophthalmic Lens Additional Attributes |
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| Maintaining Ophthalmic Lense VSP Product Mapping |
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| Recording Service Information |
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| Adding or Modifying Services |
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| Activating and Inactivating Services |
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| Adding Additional Information to Services |
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| Itemizing Service Details |
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| Maintaining Service Attributes |
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| Updating Many Products and Services |
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| Ordering and Tracking Prescriptions |
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| Ordering Eyewear |
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| Ordering Soft Contact Lenses |
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| Ordering Soft Contact Lenses with eBuy |
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| Ordering Hard Contact Lenses |
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| Changing the Order Delivery Options |
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| Editing Orders |
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| Tracking, Receiving, & Dispensing Orders in Store Locations |
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| Tracking Orders Between Locations |
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| Viewing Rx Order Statuses |
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| Returning Products |
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| Recalling Patients |
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| Assigning Recall Dates to Patients |
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| Creating Recall Letters |
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| Printing Recall Correspondences |
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| Creating & Recording Fee Slips |
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| Creating and Opening Fee Slips |
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| Recording Information on Fee Slips |
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| Recording Fee Slips with Telehealth Procedures |
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| Holding Fee Slips |
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| Editing Fee Slips |
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| Modifying & Deleting Fee Slips on Hold |
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| Recording Fee Slips and Printing Receipts |
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| Voiding Fee Slips |
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| Viewing & Printing Claim Forms |
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| Scheduling Appointments |
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| Opening and Viewing the Appointment Scheduler |
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| Setting Up the Appointment Scheduler |
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| Searching for Appointments |
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| Scheduling Appointments |
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| Recording Patients Shows and No Shows |
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| Rescheduling Appointments |
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| Copying Appointments |
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| Canceling Appointments |
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| Deleting Appointments |
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| Confirming Appointments |
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| Printing Patient Welcome Forms and Batch Routing Slips |
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| Recording Receipts and Adjustments |
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| Opening a Patient’s Receipts and Adjustments |
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| Applying Payments to Patient Receivables |
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| Refunding Patient Credits |
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| Applying Insurance Payments to Any Open Balances |
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| Applying Insurance Payments to Only Specific Patients |
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| Recording Insurance Payments Using Electronic Remittance Advice (ERA) |
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| Recording Insurance Chargebacks |
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| Adjusting, Transferring, & Writing Off Charges |
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| Adjusting Charges |
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| Transferring Charges |
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| Writing Off Charges |
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| Modifying Payments by Using the Receipt History Window |
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| Using the Patient Ledger |
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| Opening a Patient’s Ledger |
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| Viewing, Editing, & Creating Fee Slips |
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| Viewing & Modifying Receipts |
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| Returning Products |
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| Adjusting Charges on the Ledger |
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| Adjusting Deposits |
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| Adding Additional Data to Fee Slip Line Items |
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| Printing the Patient Ledger |
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| Viewing and Printing Statements |
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| Maintaining Inventory Information |
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| Adjusting Your Inventory |
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| Transferring Inventory to Another Location |
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| Creating and Maintaining Purchase Orders |
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| Creating and Maintaining Purchase Orders from Fee Slips |
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| Creating and Maintaining Purchase Orders from Quantity on Hand |
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| Receiving Purchase Order Inventory Products |
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| Receiving Transferred Inventory |
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| Manually Counting and Recording Your Physical Inventory |
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| Scanning and Recording Your Physical Inventory |
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| Closing Inventory Periods |
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| Processing Insurance Claims |
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| Processing CMS 1500 Claims |
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| Opening the Third Party Processing Window |
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| Maintaining Third-Party Receiver Information |
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| Searching for Insurance Claims |
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| Correcting Errors in Insurance Claims |
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| Recording Additional Information on the CMS 1500 Form and ANSI File |
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| Exporting Insurance Claims |
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| Sending Claims to and Receiving Reports from McKesson |
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| Printing Insurance Claims |
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| Adjusting CMS 1500 Form Margins |
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| Using the Batch History |
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| Releasing and Closing Claims on Hold |
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| Processing UB-04 Claims |
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| Opening the UB-04 Claims Window |
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| Selecting UB-04 Claims |
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| Correcting Errors in UB-04 Claims |
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| Recording Additional Information on the UB-04 Form |
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| Exporting UB-04 Claims |
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| Printing UB-04 Claims |
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| Using the UB-04 Billing History |
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| Reopening and Closing UB-04 Claims on Hold |
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| Using the VSP Interface |
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| Understanding the VSP Interface Workflow |
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| Getting Member Eligibility and VSP Authorization |
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| Recording VSP Orders |
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| Pricing VSP Orders |
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| Recording VSP Fee Slips |
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| Recording Fee Slips for Patients with Temporary Access to the VSP Primary EyeCare Plan |
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| Coordinating Benefits |
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| Researching VSP Insurance Claims & Lab Orders |
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| Submitting Maui Jim Lab Orders & Claims |
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| Creating & Printing Reports & Statements |
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| Opening the Reports & Statements Window |
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| Adding and Removing Reports From Tabs |
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| Creating and Printing Daily Reports |
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| Creating and Printing Weekly Reports |
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| Creating and Printing Monthly Reports |
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| Creating and Printing Yearly Reports |
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| Creating and Printing On Demand Reports |
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| Creating and Printing Internal Marketing Reports |
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| Creating and Printing Statements |
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| Creating an Export File for Statements |
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| Creating an Export File in OfficeMate 12.0 and Below |
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| Creating an Export File in OfficeMate 14.0 and Above |
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| Creating and Printing Business Analysis Reports |
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| Creating & Printing Custom Reports |
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| Opening the Custom Reports Window |
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| Saving Custom Report Settings |
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| Loading Saved Custom Report Settings |
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| Modifying or Deleting Saved Custom Report Settings |
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| Finding Information About Reports by Name |
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| Creating and Printing Custom Aging Reports |
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| Creating and Printing Custom Appointment Reports |
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| Creating and Printing Custom Fee Slip Reports |
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| Creating and Printing Custom Insurance Audit Reports |
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| Creating and Printing Custom Insurance Reports |
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| Creating and Printing Custom Inventory Reports |
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| Creating and Printing Custom Performance Reports |
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| Creating and Printing Custom Production Reports |
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| Using the Report Viewer Window |
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| Viewing the Business Insights Dashboard |
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| Creating and Printing the Exam Analysis Report |
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| Viewing the Report History |
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| List of Reports |
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| Accounts Receivable |
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| Accounts Receivable Variance |
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| Adjustment Register |
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| Aged A/R 30-60-90-120+ |
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| Applied Insurance Payment |
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| Applied Payment |
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| Applied Payment Register by Date |
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| Applied Payment Summary |
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| Appointment Schedule |
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| Appointments Scheduled with Insurance |
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| Appointment Utilization |
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| Bad Address List |
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| Billing History |
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| Cancellations, Deletions, and No Shows |
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| Capture Ratio |
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| Cash Reconciliation |
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| Claim Edit Errors |
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| Consignment |
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| Contact Lens Listing |
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| Contact Lens Sales by Patient |
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| Conversion Exception |
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| Daily Transaction Audit |
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| Day Sheet by Provider on Fee Slip |
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| Day Sheet by Provider on Fee Slip by Line Item |
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| Deleted Patients |
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| Deposit Adjustments |
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| Deposit Ticket |
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| Deposit Ticket Summary with Variance |
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| Diagnosis Code Listing |
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| Discount Register |
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| Exam Analysis |
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| Fee Slip |
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| Fee Slip Adjustment and Payment |
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| Fee Slip Audit |
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| Fee Slip Detail |
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| Fee Slip Detail by Resource |
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| Fee Slip Listing |
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| Fee Slips on Hold |
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| Frame Aging |
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| Frame Listing |
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| Frame Sales Detail by Manufacturer |
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| Frame Sales Summary |
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| Frame Stock Status |
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| General Ledger Setup Listing |
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| Gross Profitability by Vendor |
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| Inactive Patient List |
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| Insurance Aging Reports |
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| Insurance Analysis |
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| Insurance Audit |
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| Insurance Charge Back |
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| Insurance Deposit Audit |
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| Insurance Listing |
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| Insurance Profitability |
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| Insurance Charges |
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| Insurance Sales Analysis |
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| Insurance Sales Total |
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| Internal Marketing |
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| Inventory Adjustments |
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| Inventory Profitability |
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| Inventory Transfer |
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| Inventory Turnover |
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| Inventory Valuation |
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| Lab Orders |
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| Lab Orders Outstanding |
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| Lab Orders Dispensed & Follow-Up |
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| Lab Orders Patient Notification |
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| Lab Orders Received and Notified |
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| Labels |
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| Location Inventory |
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| Monthly Production Recap |
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| Monthly Production Summary |
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| New Patient Demographics |
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| New Patient Growth Rate |
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| Open Charges |
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| Ophthalmic Lens Listing |
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| Order Recommendation |
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| Other Product Listing |
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| Patient Aging Reports |
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| Patient Refund of Unapplied Payments |
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| Patient Demographics |
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| Patient List |
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| Patients in Quick List |
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| Patients w/No Recall Date |
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| Patients w/Past Due Recall |
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| Performance - Net Fees |
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| Performance - Net Quantities |
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| Physical Inventory Variance |
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| Post Card |
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| Procedure Code Listing |
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| Product Return Analysis |
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| Product Transaction Details |
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| Production |
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| Production - Location Comparison |
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| Production - Period Comparison |
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| Production - Provider Comparison |
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| Production - Year-to-Year Comparison |
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| Production Summary by Provider on Fee Slip |
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| Production Summary by Provider on Fee Slip Line Item |
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| Productivity Recap |
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| Products Sold |
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| Provider Listing |
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| Purchase Order |
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| Purchase Order - Back Order |
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| Purchase Order Detailed |
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| Purchase Order Summary |
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| Receipts Journal |
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| Receiving History |
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| Re-Do Lab Orders |
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| Refer to Doctor Tracking |
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| Referrals |
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| Referring Physician Listing |
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| Returns And Refunds |
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| Sales Tax |
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| Service Listing |
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| Source and Referral Effectiveness |
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| Statements |
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| Stock Status |
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| Top Selling Frames - Detail |
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| Top Selling Frames - Summary |
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| Transfer Ticket |
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| Transferred Unapplied Ins. Amount |
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| Unapplied Amounts |
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| Vendor Listing |
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| Void Fee Slip Register |
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| Walk-in Sales |
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| Using the General Ledger Interface |
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| Using the General Ledger Interface to Export Transactions |
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| Understanding Inventory Valuation Methods |
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| Standard Costing |
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| Average Costing |
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| Understanding Individual Transaction Postings |
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| Calculating & Reporting Commissions |
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| Getting Started with Commissions |
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| Opening the Commission Calculation and Reporting Window |
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| Setting Commission Parameters |
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| Calculating Commissions |
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| Viewing, Printing, & Exporting Commission Reports |
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| Using the Task Manager, Quick List, & Internal Bulletins |
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| Using the Task Manager in OfficeMate |
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| Using the Quick List in OfficeMate |
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| Creating & Viewing Internal Bulletins |
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| Printing Correspondences |
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| Printing Welcome and Thank-You Correspondences |
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| Printing Referral Correspondences |
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| Printing Recall Correspondences |
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| Printing Birthday Correspondences |
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| Printing Appointment Reminders |
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| Printing Delinquent Correspondences |
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| Printing Service Agreement Renewals |
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| Maintaining Documents |
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| Creating and Modifying Letters |
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| Creating and Modifying Postcards |
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| Processing End of Day |
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| Processing the End of Day |
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| Processing an Express End of Day |
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| Skipping Days Your Location is Closed |
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| Sending VisionWeb Orders with OfficeMate |
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| Activating VisionWeb |
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| Submitting Frame Orders |
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| Submitting Spectacle Orders |
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| Searching for Frames in VisionWeb |
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| Canceling a VisionWeb Order |
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| Invalid Account and Missing Value Warning Descriptions |
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| Setting Up and Using CLX with OfficeMate |
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| Preparing for the CLX Interface |
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| Setting Up the CLX Interface |
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| Using the CLX Interface |
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| Troubleshooting CLX Interface Error |
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| Using ExamWRITER |
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| ExamWRITER Overview |
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| Explanation of Interface Elements |
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| Explanation of Navigation Schemes |
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| Using the Task Manager in ExamWRITER |
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| Using the Quick List in ExamWRITER |
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| Searching in ExamWRITER |
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| Setting Up Patient-Specific Resources |
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| Verifying File Integrity |
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| Modifying & Viewing Patient Information |
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| Modifying and Viewing Patient Demographic Information |
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| Creating Clinical Decision Support Rules and Patient Alerts |
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| Managing Access to Patient Medical Information |
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| Viewing Exam History & Recording Patient Referrals to Other Providers |
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| Viewing Glaucoma Elements |
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| Viewing & Refilling Prescriptions |
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| Viewing Spectacle Prescriptions |
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| Viewing Contact Lens Prescriptions |
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| Attaching Electronic Documents to Patient Records in ExamWRITER |
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| Creating Clinical Summary Documents |
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| Viewing Correspondence History |
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| Viewing Vital Signs |
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| Printing Patient Welcome Forms and Batch Routing Slips |
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| Recording Lab Results |
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| Managing Patient Immunization Information |
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| Creating & Opening Exam Records |
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| Creating New Patient Exam Records |
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| Opening Saved Patient Exam Records |
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| Finding and Changing Exam Information |
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| Changing the Patient Name in an Exam |
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| Recording Chief Complaint Information |
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| Recording Reason for Visit Information |
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| Recording Chief Complaint Information |
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| Recording History of Present Illness (HPI) Information |
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| Modifying Chief Complaint Information |
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| Recording Patient Hx – ROS Information |
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| Recording Patient History Information |
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| Recording Review of Systems Information |
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| Modifying Patient Hx – ROS Information |
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| Recording Vision/Rx Information |
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| Recording Ancillary Testing Information |
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| Recording Spectacle Vision/Rx Information |
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| Recording Contact Lens Vision/Rx Information |
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| Recording Binocular Vision/Rx Information |
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| Recording Examination & Special Testing Information |
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| Recording and Modifying Tonometry Measurements |
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| Viewing Tonometry Measurement History |
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| Recording and Modifying Target IOP Measurements |
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| Recording and Modifying Pachymetry Measurements |
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| Viewing Pachymetry Measurement History |
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| Recording and Modifying Cup Disc Ratio Measurements |
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| Viewing Cup Disc Ratio Measurement History |
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| Recording and Modifying Vital Signs |
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| Recording Retinal Image Information |
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| Recording and Modifying Dilation Orders |
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| Recording and Modifying Confrontation Fields |
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| Recording and Modifying Amsler Studies |
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| Recording Examination Information |
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| Recording Special Testing Information |
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| Modifying Examination and Special Testing Information |
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| Recording Surgery, Plan, & Management Information |
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| Recording Surgery Information |
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| Recording Impressions and Assessments |
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| Recording Plan Information |
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| Writing Medication Prescriptions |
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| Recording Contact Lens Care Regimens |
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| Recording Patient Management Information |
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| Assigning Orders to Patients |
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| Modifying Plan Management Information |
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| Selecting Diagnosis & Procedure Codes |
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| Using Quick Code |
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| Selecting the Codes |
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| Coding a Telehealth Exam |
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| Understanding Telehealth Codes |
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| Printing EMRs, Recalls, Reports, & Letters |
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| Printing EMRs |
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| Printing Recall Correspondences |
|
| Creating and Printing the Exam Analysis Report |
|
| Printing Diabetes and Glaucoma Letters |
|
| Printing a Patient Medications Record |
|
| Creating, Modifying, and Viewing Exam Notes |
|
| Using ExamDRAW |
|
| Creating and Modifying Exam Drawings |
|
| Deleting Exam Drawings |
|
| Finalizing EMRs |
|
| Adding Addendums to EMRs |
|
| Using ePrescribing with ExamWRITER |
|
| Glossary Definitions |
|
| User Definitions |
|
| Setting Up ExamWRITER |
|
| Verifying New Provider Identity |
|
| Opening the ExamWRITER ePrescribing Interface |
|
| Using the Patient Advisor Toolbar |
|
| Prescribing Medications |
|
| Selecting a Practice |
|
| Selecting a Default Pharmacy |
|
| Sending Prescriptions |
|
| Setting Up and Using iPrescribe Authenticator |
|
| Using Electronic Prior Authorizations |
|
| Managing Prescriptions |
|
| Managing Medications |
|
| Viewing Medication History |
|
| Tracking Adherence to Prescriptions |
|
| Viewing Medication Allergies |
|
| Viewing Diagnoses |
|
| Viewing Pharmacy Messages |
|
| Printing Reports |
|
| Managing Preferences |
|
| Changing the Signature Password |
|
| Managing Favorite Prescriptions |
|
| Managing Pharmacy Data |
|
| Managing Provider Agents |
|
| Viewing the Status of ePrescriptions |
|
| Viewing the Status of Refills |
|
| Viewing Pending Prescriptions |
|
| Viewing Prescriptions that Need to be Signed |
|
| Viewing Prescriptions with Change Requests |
|
| Logging Out |
|
| Sharing Information with the Patient and Provider Portal |
|
| Understanding the Terminology |
|
| Understanding Provider Access to the Portal |
|
| Transferring to or Purchasing the Patient and Provider Portal |
|
| Registering Your Practice and Verifying Your Identity |
|
| Logging into the Provider Portal |
|
| Setting Up the Provider Portal |
|
| Setting Up Your Direct Mail Address Book |
|
| Modifying Practice Information |
|
| Modifying Administrative Account Information |
|
| Setting Up and Managing Provider Portal Accounts |
|
| Setting Up Provider Portal Accounts |
|
| Modifying Provider Portal Accounts |
|
| Verifying User Names & Changing Passwords |
|
| Notifying Providers They Have Secure Messages |
|
| Sending Clinical Information to Another Provider |
|
| Creating the Transition of Care (TOC) Document |
|
| Sending the Transition of Care (TOC) Document |
|
| Sending and Receiving Patient Secure Messages |
|
| Sending Secure Messages from a Patient’s Profile |
|
| Sending Secure Messages from Your Inbox |
|
| Reading and Managing Received Secure Messages |
|
| Giving Patients Access to Their Clinical Data |
|
| Managing Patient Profiles in the Provider Portal |
|
| Managing Patient Portal Accounts as an Administrator |
|
| Modifying & Viewing Patient Account Information |
|
| Adding Authorized Representatives |
|
| Resending Patient Welcome Emails |
|
| Sending Patient Reset Password Emails |
|
| Viewing Incoming/Outgoing Documents |
|
| Viewing Incoming Documents |
|
| Viewing Incoming Archived Documents |
|
| Viewing Incoming Documents for the Logged-In User |
|
| Viewing Incoming Archived Documents for the Logged-In User |
|
| Viewing the Status of Outgoing Messages |
|
| Viewing and Exporting Audit Logs |
|
| Opting Patients Out of Notifications in Bulk |
|
| Understanding Patient Access to the Portal |
|
| Activating Patient Portal Accounts |
|
| Logging into the Patient Portal |
|
| Viewing Clinical Summaries |
|
| Sending Clinical Summaries to Other Providers by Direct Mail |
|
| Sending Clinical Summaries to Other Providers & People by Email |
|
| Downloading Clinical Summaries |
|
| Sending & Receiving Provider Secure Messages |
|
| Completing Intake Forms |
|
| Changing Patient Portal Account Settings |
|
| Viewing Audit Logs |
|
| Release Notes |
|
| What's New in the Equipment Interface |
|
| Connecting to Diagnostic Equipment |
|
| Installing the Equipment Interface |
|
| Setting Up Equipment Interfaces |
|
| Setting Up Serial Cable Interfaces with Terminal Services |
|
| Canon Interface |
|
| Setting Up the Canon Interface |
|
| Capturing Canon Images |
|
| Reviewing Canon Images |
|
| CenterVue Interface |
|
| Setting Up the CenterVue Interface |
|
| Capturing CenterVue Images |
|
| Reviewing CenterVue Images |
|
| Diopsys Interface |
|
| Setting Up the Diopsys Equipment |
|
| Setting Up the Diopsys Interface |
|
| Using the Diopsys Interface |
|
| Viewing Diopsys Reports |
|
| Essilor Interface |
|
| Setting Up the Essilor Interface |
|
| Using the Essilor Interface |
|
| EyeScape Interface |
|
| Setting Up the EyeScape Interface |
|
| Capturing EyeScape Images |
|
| Reviewing EyeScape Images |
|
| Haag-Streit Interface |
|
| Setting Up the Haag-Streit EyeSuite Software |
|
| Setting Up the Haag-Streit Interface |
|
| Using the Haag-Streit Interface |
|
| Viewing Haag-Streit Reports |
|
| Heidelberg Interface |
|
| Setting Up the Heidelberg Interface |
|
| Capturing Heidelberg Images |
|
| Reviewing Heidelberg Images |
|
| Humphrey HFA II-i Interface |
|
| Setting Up the Humphrey HFA II-i Equipment |
|
| Setting Up the Humphrey HFA II-i Interface |
|
| Using the Humphrey HFA II-i Interface |
|
| Viewing Humphrey HFA II-i Analysis Reports |
|
| Humphrey HFA3 Interface |
|
| Setting Up the Humphrey HFA3 Equipment |
|
| Setting Up the Humphrey HFA3 Interface |
|
| Using the Humphrey HFA3 Interface |
|
| Viewing Humphrey HFA3 Analysis Reports |
|
| Humphrey Matrix Interface |
|
| Setting Up the Humphrey Matrix Equipment |
|
| Setting Up the Humphrey Matrix Interface |
|
| Using the Humphrey Matrix Interface |
|
| Viewing Humphrey Matrix Reports |
|
| Huvitz Interface |
|
| Setting Up the Huvitz Equipment |
|
| Setting Up the Huvitz Interface |
|
| Installing HDR-Mate |
|
| Setting Up HDR-Mate |
|
| Activating HDR-Mate to Receive Data From Huvitz |
|
| Using the Huvitz Interface |
|
| iMACAM Interface |
|
| Setting Up the iMACAM Interface |
|
| Capturing iMACAM Images |
|
| Reviewing iMACAM Images |
|
| Konan Interface |
|
| Setting Up the Konan Equipment |
|
| Setting Up the Konan Interface |
|
| Setting Up the Konan Interface with Non-CellChek Software |
|
| Setting Up the Konan Interface with CellChek Software |
|
| Capturing Konan Images |
|
| Reviewing Konan Images |
|
| Kowa Interface |
|
| Setting Up the Kowa Interface |
|
| Setting Up the Kowa Camera |
|
| Capturing Kowa Images |
|
| Reviewing Kowa Images |
|
| MacuLogix AdaptDx Interface |
|
| Setting Up the AdaptDx Interface |
|
| Setting Up the AdaptDx Equipment |
|
| Capturing AdaptDx Images |
|
| Reviewing AdaptDx Images |
|
| Marco Interface |
|
| Setting Up Marco RT & TRS Series Equipment |
|
| Setting Up Marco ARK, HandyRef, LM, RKT, & VL Series Equipment |
|
| Setting Up the Marco Interface |
|
| Using the Marco Interface |
|
| NIDEK NAVIS-EX Interface |
|
| Setting Up the NIDEK NAVIS-EX Software |
|
| Configuring NAVIS-EX |
|
| Setting Up the NIDEK NAVIS-EX Interface |
|
| Capturing NIDEK NAVIS-EX Images |
|
| Reviewing NIDEK NAVIS-EX Images |
|
| OCULUS Interface |
|
| Setting Up the OCULUS Software (Binoptometer 4P Only) |
|
| Setting Up the OCULUS Interface |
|
| Capturing OCULUS Data |
|
| Reviewing OCULUS Data |
|
| Setting Up the OCULUS Myopia Master Interface |
|
| Using the OCULUS Myopia Master Interface |
|
| Optos Interface |
|
| Setting Up the Optos Interface |
|
| Using Optos Capture |
|
| Using Optos V2 Vantage Review |
|
| Using OptosAdvance Review |
|
| Optovue Interface |
|
| Setting Up the Optovue Interface |
|
| Capturing Optovue Images |
|
| Reviewing Optovue Images |
|
| Reichert Interface |
|
| Setting Up the ReichertCapture Software |
|
| Setting Up the Reichert Interface |
|
| Using the AL-200, AL-500, AL-700, AT-555, PT-100, Reichert 7, Reichert 7CR, LensChek, & OptoChek Devices |
|
| Using the RK-600 & RK-700 Devices |
|
| Using the iPac Pachymeter |
|
| Using the Auto Phoroptor RS, Phoroptor VRx, SightChek, & Visutron900 |
|
| Reviewing Reflex UBM & Foresee PHP Images |
|
| Topcon CL, KR, & RM Interfaces |
|
| Setting Up the Topcon CL Equipment |
|
| Setting Up the Topcon KR & RM Equipment |
|
| Setting Up the Topcon Interface |
|
| Using the Topcon Interface |
|
| Topcon CT-80 Interface |
|
| Setting Up the Topcon CT-80 Equipment |
|
| Setting Up the Topcon CT-80 Interface |
|
| Using the Topcon CT-80 Interface |
|
| Topcon CV-5000, CV-5000S, CV-3000, & CV-2500 Interfaces |
|
| Setting Up the Topcon Equipment |
|
| Setting Up the Topcon Interface |
|
| Using the Topcon Interface |
|
| Topcon Solos |
|
| Setting Up the Topcon Solos Equipment |
|
| Setting Up the Topcon Solos Interface |
|
| Using the Topcon Interface |
|
| Visionix Interface |
|
| Setting Up the Visionix Interface |
|
| Using the Visionix Interface |
|
| Vmax Vision PSF Refractor Interface |
|
| Setting Up the Vmax Vision PSF Refractor |
|
| Setting Up Shared Folders for Vmax Vision PSF Refractor |
|
| Setting Up the Vmax Vision PSF Refractor Interface |
|
| Using the Vmax Vision PSF Refractor Interface |
|
| Woodlyn Interface |
|
| Setting Up the Woodlyn Interface |
|
| Configuring the Woodlyn Interface |
|
| Capturing Woodlyn Images |
|
| Reviewing Woodlyn Images |
|
| Zeiss Cirrus OCT Interface |
|
| Setting Up the Zeiss Cirrus OCT Interface |
|
| Using the Zeiss Cirrus OCT Interface |
|
| Viewing Zeiss Cirrus OCT Reports |
|
| Zeiss CLARUS Interface |
|
| Setting Up the Zeiss CLARUS Interface |
|
| Setting Up the Zeiss CLARUS Camera Software |
|
| Capturing Zeiss CLARUS Images |
|
| Reviewing Zeiss CLARUS Images |
|
| Zeiss FORUM Interface |
|
| Setting Up Zeiss FORUM |
|
| Setting Up the Zeiss FORUM Viewer Interface |
|
| Viewing Data and Images with Zeiss FORUM |
|
| Zeiss i.Com Interface |
|
| Setting Up the Zeiss i.Com Interface |
|
| Setting Up the Zeiss i.Com iPad App |
|
| Using the Zeiss i.Com Interface |
|
| Zeiss i.Profiler & i.Scription Interface |
|
| Setting Up the Zeiss i.Profiler Equipment & i.Scription Software |
|
| Setting Up the Zeiss i.Profiler & i.Scription Interface |
|
| Using the Zeiss i.Profiler & i.Scription Interface |
|
| Zeiss VISULENS, VISUPLAN, & VISUREF Interfaces |
|
| Setting Up the Zeiss VISULENS, VISUPLAN, & VISUREF Interfaces |
|
| Using the Zeiss VISULENS, VISUPLAN, & VISUREF Interfaces |
|
| Zeiss VISUPAC Interface |
|
| Setting Up the Zeiss VISUPAC Equipment |
|
| Setting Up the Zeiss VISUPAC Interface |
|
| Capturing Zeiss VISUPAC Images |
|
| Reviewing Zeiss VISUPAC Images |
|
| Scanning and Printing Barcodes |
|
| Scanning Barcodes |
|
| Installing Your Barcode Scanner |
|
| Programming Your Barcode Scanner |
|
| Scanning Products onto a Fee Slip |
|
| Printing Barcodes |
|
| Unpacking Your Barcode Label Printer |
|
| Aligning the SATO WS408TT Reflective Media Sensor |
|
| Connecting the SATO WS408TT Barcode Label Printer to Your Computer |
|
| Connecting Your SATO WS408TT Barcode Label Printer Purchased from Think Smart |
|
| Connecting Your SATO WS408TT Barcode Label Printer Not Purchased from Think Smart |
|
| Connecting the SATO CG408TT Barcode Label Printer to Your Computer |
|
| Connecting Your SATO CG408TT Barcode Label Printer Purchased from Think Smart |
|
| Connecting Your SATO CG408TT Barcode Label Printer Not Purchased from Think Smart |
|
| Loading Labels in Your Barcode Label Printer |
|
| Loading Ribbon in Your Barcode Label Printer |
|
| Setting Up the Barcode Label Printer in OfficeMate |
|
| Printing Barcode Labels |
|
| Troubleshooting Barcode Label Printer Errors & Issues |
|
| Warranties and Policies |
|
| Configuring the SATO Barcode Label Printer to Use Remote Desktop Connection |
|
| Managing OfficeMate/ExamWRITER Centrally |
|
| Benefits of a Centrally-Managed Business Model |
|
| Creating Multiple Locations |
|
| Maintaining Patient Demographic & Exam Records |
|
| Scheduling Patients, Resources, & Providers |
|
| Centralizing Claims, Purchase Orders, Correspondence, & Reports |
|
| Using Equipment Interfaces |
|
| Preparing for Your Database Merge |
|
| Selecting Your Main Database |
|
| Understanding Merged Data |
|
| Meeting System Requirements |
|
| Using Terminal Services |
|
| Hosting Your Application in the Cloud |
|
| Determining Your Readiness |
|
| Using an Apple iPad |
|
| Understanding How OfficeMate/ExamWRITER Works on the iPad |
|
| Requirements and Limitations |
|
| Setting Up |
|
| Using OfficeMate/ExamWRITER on the iPad |
|
| Opening OfficeMate/ExamWRITER on the iPad |
|
| Using Taps, Swipes, and Other Gestures |
|
| Disconnecting from OfficeMate/ExamWRITER on the iPad |
|
| Exporting Patient Data |
|
| Exporting Patient Data from OfficeMate/ExamWRITER |
|
| Viewing Exports Status and History |
|
| Understanding the Data Elements |
|
| Patient |
|
| DemographicSection |
|
| Address |
|
| Appointment |
|
| Correspondence |
|
| PatientDeposit |
|
| EDocument |
|
| Eligibility |
|
| EligibilityData |
|
| PatientInsurance |
|
| FinancialSection |
|
| FeeSlip |
|
| FeeSlipItem |
|
| FeeSlipHcfaCptItem |
|
| FeeSlipItemTrans |
|
| FeeSlipHcfa |
|
| HcfaItem |
|
| RxSection |
|
| FrameRx |
|
| FrameLensRx |
|
| SoftContactRx |
|
| RigidContactRx |
|
| ExamSection |
|
| EWExam |
|
| EWExamTran |
|
| EWTest |
|
| EWSpecRx |
|
| EWRxAddOn |
|
| PatientHistorySection |
|
| PatientTransaction |
|
| Immunization |
|
| LabTestResult |
|
| EWOrder |
|
| Regulatory Programs Home |
|
| MIPS 2026 |
|
| What's New in 2026 |
|
| Quality |
|
| Achieving Quality Measures in ExamWRITER |
|
| 001. Diabetes: Glycemic Status Assessment > 9% |
|
| 012. Primary Open-Angle Glaucoma (POAG): Optic Nerve Evaluation |
|
| 019. Diabetic Retinopathy: Communication with the Physician Managing Ongoing Diabetes Care |
|
| 117. Diabetes: Eye Exam |
|
| 130. Documentation of Current Medications in the Medical Record |
|
| 141. Primary Open-Angle Glaucoma (POAG): Reduction of Intraocular Pressure (IOP) by 20% or Documentation of a Plan of Care |
|
| 226. Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention |
|
| 236. Controlling High Blood Pressure |
|
| 317. Preventive Care and Screening: Screening for High Blood Pressure and Follow-Up Documented |
|
| 374. Closing the Referral Loop: Receipt of Specialist Report |
|
| Scoring |
|
| Promoting Interoperability |
|
| Achieving Promoting Interoperability Requirements |
|
| Security Risk Analysis |
|
| High Priority Practices Guide of the Safety Assurance Factors for EHR Resilience (SAFER) Guides |
|
| e-Prescribing |
|
| Query of Prescription Drug Monitoring Program (PDMP) |
|
| Support Electronic Referral Loops by Sending Health Information |
|
| Support Electronic Referral Loops by Receiving and Reconciling Health Information |
|
| Bidirectional Health Information Exchange |
|
| Enabling Exchange Under the Trusted Exchange Framework and Common Agreement (TEFCA) |
|
| Provide Patients Electronic Access to Their Health Information |
|
| Immunization Registry Reporting |
|
| Electronic Case Reporting |
|
| Public Health Registry Reporting |
|
| Clinical Data Registry Reporting |
|
| Syndromic Surveillance Data Submission |
|
| Meeting the Certified EHR Requirement |
|
| Understanding Measure Scoring |
|
| Understanding Hardship Exceptions |
|
| Publishing Your Digital Contact Information |
|
| Improvement Activities |
|
| Overview |
|
| Scoring Activities |
|
| Activities |
|
| Understanding the Cost Category |
|
| Tracking and Reporting MIPS Performance |
|
| Tracking and Reporting Promoting Interoperability Performance with ExamWRITER |
|
| Tracking and Reporting Quality Performance with ExamWRITER |
|
| Getting Started |
|
| Understanding the Quality Reporting Portal Interface |
|
| Managing Accounts as a Practice Admin |
|
| Running Quality Reports |
|
| Exporting Data for Quality Reporting |
|
| Managing Your Own Account |
|
| Managing Practice Information |
|
| Finding Your ExamWRITER Certification ID |
|
| Aggregating Reporting from Multiple EHRs |
|
| Taking Advantage of Small-Practice Accommodations |
|
| Claiming a Hardship Exception |
|
| ExamWRITER ONC Certification Update |
|
| ICD-10 Updates |
|
| 2027 ICD-10 Updates |
|
| 2026 ICD-10 Updates |
|
| New ICD-10 Codes Effective October 1, 2025 |
|
| Retired ICD-10 Codes Effective September 30, 2025 |
|
| 2025 ICD-10 Updates |
|
| Updating Diagnosis Codes in OfficeMate/ExamWRITER 12 and Earlier |
|
| Updating Diagnosis Codes in OfficeMate/ExamWRITER 8 and Earlier |
|
| Preparing for ICD-10 Updates—September 30 |
|
| Preparing for ICD-10 Updates—October 1 |
|
| CPT Code Updates |
|
| 2027 CPT Code Updates |
|
| New CPT Codes Effective January 1, 2027 |
|
| CPT Code Description Modifications Effective January 1, 2027 |
|
| CPT Codes Retiring December 31, 2026 |
|
| 2026 CPT Code Updates |
|
| New CPT Codes Effective January 1, 2026 |
|
| CPT Code Description Modifications Effective January 1, 2026 |
|
| CPT Codes Retiring December 31, 2025 |
|
| 2025 CPT Code Updates |
|
| New CPT Codes Effective January 1, 2025 |
|
| CPT Codes Retiring December 31, 2024 |
|
| CPT Code Description Modifications Effective January 1, 2025 |
|
| FTC Rules |
|
| Complying with the Eyeglass and Contact Lens Rules with Encompass EHR |
|
| Setting Up Encompass EHR (Administrators) |
|
| Setting Up Encompass EHR (Doctors) |
|
| Helping Patients Access Prescriptions (Front Desk) |
|
| Providing Prescriptions and Gathering Acknowledgments (Exam Room) |
|
| Complying with the Eyeglass and Contact Lens Rules with Encompass Practice Management |
|
| Complying with the Eyeglass and Contact Lens Rules Using OfficeMate/ExamWRITER |
|
| Complying with the Eyeglass and Contact Lens Rule Using AcuityLogic |
|
| Information Blocking |
|
| Complying with Information Requests |
|
| Fulfilling Patient Record Requests with Encompass EHR |
|
| Fulfilling Patient Record Requests with Encompass Practice Management |
|
| Fulfilling Patient Record Requests with AcuityLogic |
|
| Fulfilling Patient Record Requests with OfficeMate/ExamWRITER v15 |
|
| Fulfilling Patient Record Requests with Earlier Versions of OfficeMate/ExamWRITER |
|
| Understanding Permissible Exceptions |
|
| Understanding Information Blocking Penalties |
|
| Understanding What Information Must Be Provided |
|
| Understanding What Information May Not Be Provided |
|
| Understanding How Third-Party Apps Access Your Patient Data |
|
| Connecting to Encompass EHR via FHIR API |
|
| Connecting to ExamWRITER via FHIR API |
|
| Health Information Exchanges (HIEs) |
|
| HEDIS Reporting |
|
| Identifying CPT Category II Codes for VSP |
|
| Documenting CPT Category II Codes in ExamWRITER |
|
| Adding CPT Category II Codes to Encompass Practice Management Orders and Claims |
|
| Adding CPT Category II Codes to OfficeMate Fee Slips and Claims |
|
| Adding CPT Category II Codes to AcuityLogic Orders and Claims |
|
| Videos |
|
| OfficeMate Videos |
|
| Scheduling Patients |
|
| Welcome to Scheduler Training [video] |
|
| Navigating the Scheduler [video] |
|
| Navigating the Demographics Tab [video] |
|
| Setting Up the Appointment Scheduler [video] |
|
| Setting Office Hours [video] |
|
| Setting Date Ranges [video] |
|
| Scheduling Providers and Resources [video] |
|
| Blocking Appointment Times with Exceptions [video] |
|
| Assigning Appointment Icons [video] |
|
| Assigning Services to Appointments [video] |
|
| Setting Service and Insurance Reminders [video] |
|
| Creating Resource Templates [video] |
|
| Scheduling Established Patients [video] |
|
| Scheduling New Patients [video] |
|
| Confirming Appointments [video] |
|
| Running Scheduler Reports [video] |
|
| Scheduling Patient Appointments with Insurance [video] |
|
| Checking Patients In |
|
| Welcome to Check-in Training [video] |
|
| Setting Patient Demographic Preferences [video] |
|
| Navigating the Patient Center [video] |
|
| Recording Patient Demographics [video] |
|
| Managing Patient Insurance [video] |
|
| Assigning One-Click Documents [video] |
|
| Working with eDocuments [video] |
|
| Documenting HIPAA Consents, Authorizations, and Disclosures [video] |
|
| Dispensing Contacts |
|
| Welcome to Contact Lens Dispensary Training [video] |
|
| Maintaining Contact Lens Vendors [video] |
|
| Maintaining Contact Lens Products [video] |
|
| Setting Contact Lens Location Preferences [video] |
|
| Importing the ABB Contact Lens Catalog [video] |
|
| Using the CLX Interface |
|
| Setting Up CLX [video] |
|
| Processing CLX Orders [video] |
|
| Navigating Contact Lens Orders [video] |
|
| Creating Contact Lens Orders [video] |
|
| Running Contact Lens Reports [video] |
|
| Dispensing Eyewear |
|
| Welcome to Dispensary Training [video] |
|
| Attributes Overview [video] |
|
| Pricing Lens Treatment Attributes [video] |
|
| Pricing Ophthalmic Lens Attributes [video] |
|
| Pricing Additional Attributes [video] |
|
| Managing Frames with FrameMate |
|
| Navigating FrameMate [video] |
|
| Viewing Frame Information [video] |
|
| Importing Frame Catalogs into FrameMate [video] |
|
| Deleting Frame Manufacturers [video] |
|
| Transferring Frames to OfficeMate [video] |
|
| Managing Ophthalmic Lenses |
|
| Navigating the Lens Product Loader [video] |
|
| Importing Ophthalmic Lenses with the Lens Product Loader [video] |
|
| Importing Lens Treatments with the Lens Product Loader [video] |
|
| Maintaining Eyewear Vendors [video] |
|
| Maintaining Eyewear Products [video] |
|
| Maintaining Frames and Sunglasses Manually [video] |
|
| Maintaining Lens Treatments [video] |
|
| Managing Power Ranges [video] |
|
| Setting Lab Order Preferences [video] |
|
| Setting Eyewear Location Preferences [video] |
|
| Navigating Eyewear Orders [video] |
|
| Recording Ophthalmic Product Information [video] |
|
| Managing Lab Orders [video] |
|
| Navigating Order Status [video] |
|
| Checking Patients Out |
|
| Welcome to Check Out Training [video] |
|
| Setting Financial Preferences [video] |
|
| Navigating Fee Slips [video] |
|
| Editing Fee Slips [video] |
|
| Processing Credit Card Payments with TMS |
|
| Setting Up Total Merchant Services [video] |
|
| Processing Credit Cards with Total Merchant Services [video] |
|
| Navigating Patient Receipts [video] |
|
| Processing Returns and Refunds [video] |
|
| Documenting Referrals [video] |
|
| Billing |
|
| Welcome to Third-party Processing Training [video] |
|
| Setting Up Insurance Carriers [video] |
|
| Setting Up Insurance Plans [video] |
|
| Setting Up Diagnosis Codes [video] |
|
| Setting Up Procedure Codes [video] |
|
| Setting Up Billing Code Modifiers [video] |
|
| Setting Up and Using Places of Service [video] |
|
| Managing Patient Insurances and Authorizations [video] |
|
| Understanding When to Edit Fee Slips [video] |
|
| Editing Fee Slips [video] |
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| Understanding the VSP Interface [video] |
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| Coordinating Benefits with VSP [video] |
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| Navigating Claims [video] |
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| Creating Claim Batches [video] |
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| Correcting Errors in Third-Party Processing [video] |
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| Printing Claims [video] |
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| Resubmitting Claims [video] |
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| Posting Insurance Payments [video] |
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| Navigating Electronic Remittance Advice (ERA) [video] |
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| Loading Electronic Remittance Advice (ERA) Files [video] |
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| Reconciling and Posting Electronic Remittance Advice (ERA) Payments [video] |
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| Understanding Electronic Remittance Advice (ERA) Options [video] |
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| Processing Chargebacks and Overpayments [video] |
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| Navigating the Patient Ledger [video] |
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| Correcting Receipts (Changing Payment Methods and Removing Payments) [video] |
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| Correcting Receipts (Correcting Amounts) [video] |
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| Applying Unapplied Credits [video] |
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| Correcting Unapplied Credits [video] |
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| Refunding Credits [video] |
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| Running Insurance Aging Reports [video] |
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| Running Insurance Analysis Reports [video] |
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| Running Unapplied Amounts Reports [video] |
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| Using the Patient Ledger |
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| Navigating the Patient Ledger [video] |
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| Using the Patient Ledger [video] |
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| Managing the Office |
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| Welcome to Office Manager Training [video] |
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| Closing the End of Day [video] |
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| Managing Locations and Business Names [video] |
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| Managing Providers, Staff, and Resources [video] |
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| Setting Up Services [video] |
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| Modifying List Box Selections [video] |
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| Marketing to Patients |
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| Managing Patient Marketing Groups [video] |
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| Assigning Marketing Groups [video] |
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| Sending Delinquent Payment Letters [video] |
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| Running Reports |
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| Navigating Reports [video] |
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| Navigating Reports (Webinar) [video] |
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| Running Business Analysis Reports [video] |
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| Running Performance Reports [video] |
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| Running Production Reports [video] |
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| Running Financial Reports [video] |
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| Running Adjustment and Void Reports [video] |
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| Running Custom Reports [video] |
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| Navigating Internal Marketing Reports [video] |
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| Running Internal Marketing Reports [video] |
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| Running Internal Marketing Reports (Webinar) [video] |
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| Reporting Outbound Referrals [video] |
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| Running Daily Reports (Webinar) [video] |
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| Running Weekly Reports (Webinar) [video] |
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| Running Monthly Reports (Webinar) [video] |
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| Running Yearly Reports (Webinar) [video] |
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| Running On-Demand Reports (Webinar) [video] |
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| Creating and Assigning Tasks [video] |
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| Creating and Using Internal Bulletins [video] |
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| Centralizing Billing, Correspondence, and Purchasing [video] |
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| Customizing Letters and Postcards [video] |
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| Setting Red Flags Rule [video] |
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| Setting Up Referral Correspondence [video] |
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| Setting Security Preferences [video] |
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| Setting Up Discounts [video] |
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| Setting Up Frame and Lens Packages [video] |
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| Setting Up Sales Taxes [video] |
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| Setting Payment Restrictions [video] |
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| Setting Up Service Agreements [video] |
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| Setting Up ZIP Code Shortcuts [video] |
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| Setting Folder Label Preferences [video] |
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| Managing Miscellaneous Settings [video] |
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| Auditing System Access [video] |
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| Maintaining Inventory |
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| Setting Up Products [video] |
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| Maintaining Products [video] |
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| Managing Accessories, Other Products, and Ready Readers [video] |
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| Scanning Inventory [video] |
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| Performing Physical Count [video] |
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| Adjusting Inventory [video] |
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| Transferring Inventory [video] |
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| Setting Up Perpetual Inventory [video] |
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| Creating Purchase Orders from Fee Slips [video] |
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| Creating a Manual Purchase Order [video] |
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| Receiving Purchase Order [video] |
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| Running Purchase Order Reports [video] |
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| Performing Back Office Procedures |
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| Welcome to Back Office Training [video] |
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| Setting Patient Financial Preferences [video] |
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| Setting Statement Preferences [video] |
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| Generating Statements [video] |
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| Generating Statements (Webinar) [video] |
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| Setting Up Recalls [video] |
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| Recalling Patients [video] |
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| Running Patient Aging Reports [video] |
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| Running Recall Reports [video] |
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| Using the VSP Interface |
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| Navigating the VSP Interface [video] |
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| Understanding the Doctor Reimbursement Process [video] |
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| ExamWRITER Videos |
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| Setting Up ExamWRITER |
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| Setting Preferences [video] |
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| Setting Exam Display and Autoletter Sequence [video] |
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| Understanding, Creating, and Using Templates [video] |
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| Understanding Auto-PQRS [video] |
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| Adding and Modifying Medications [video] |
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| Setting Up Equipment Integration [video] |
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| Adding and Modifying Correspondents [video] |
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| Setting Up Clinical Decision Support [video] |
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| Maintaining Clinical References and Guidelines [video] |
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| Locating Patient Records [video] |
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| Using the Control Center |
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| Using the Control Center [video] |
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| Using Control Center Tools [video] |
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| Accessing Patient History [video] |
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| Pretesting |
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| Opening the Patient's Chart |
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| Documenting the Reason for Visit |
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| Documenting the Chief Complaint and History of Present Illness |
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| Documenting the Patient History |
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| Documenting the Review of Systems |
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| Documenting the Presenting Rx |
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| Documenting Exams |
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| Documenting the Examination [video] |
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| Documenting Refractions [video] |
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| Documenting Therapeutic Prescriptions [video] |
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| ePrescribing (Through 2019) [video] |
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| ePrescribing (2019 and Beyond) [video] |
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| Documenting Surgery [video] |
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| Using ExamDRAW [video] |
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| Using the Task Manager [video] |
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| Finishing Exams |
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| Completing the Exam [video] |
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| Using Quick Code [video] |
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| Printing Exams [video] |
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| Closing and/or Finalizing Exams [video] |
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