The document provides an overview of the key features and functionality available through a medical practice management software dashboard and menus. It allows users to register new patients, access a roster of all patients, view patient demographics, schedule appointments, enter charges, verify insurance eligibility, access reports, and print statements. The system is designed to streamline common medical practice tasks and make important information easily accessible from any connected device.

1. • WALK-­‐THRU

2. The Dashboard allows access to most commonly used features at a glance.

3. You can register a new patient from the shortcut on the
Dashboard or from the Patients Menu.

4. Only the yellow highlighted fields are required to register a new patient.

5. A Roster of all patients can be accessed from the
Patient Menu.

6. All patients are automatically assigned a Chart Number.
You can view patient demographics by clicking the Chart Number of any patient.

7. Patient charts show history of all patient charges and appointments. Photos of patients can be
uploaded to verify the identity of the patient and avoid insurance fraud.

8. The advanced Scheduler is available from
the Schedule Menu.

9. Each practice location and individual providers have their own schedules available
from any web-connected phone, iPad or computer.

10. You can enter charges from the Billing Menu.

11. All Diagnostic codes can be searched by number or
key words. System is ICD-10 ready.

12. You can verify insurance eligibility for any
patient from the Real-Time Menu.

13. Insurance information is accessed in real-
time from the insurance company’s
database.

14. A variety of reports are available in real-
time from the Reports Menu.

15. Dozens of standard reports can be viewed, printed and exported to Excel spreadsheets.

16. Hundreds of custom reports can be created as needed.
Custom reports can be saved and
automatically emailed to your Reports
inbox when you log in.

17. Patient statements can be printed and mailed by iClaim, or you can print and mail them yourself.

18. Ask about a LIVE online demo of