Great button functions that people tend to miss

[gracecrystalpm]

• When creating an invoice - you can see the insurance notes/scanned images of the card!
  Simply click on the INS notes or show INS button on the top right.

• Easy way to move insurance info from one tab to another (all info including scanned images)

       Use the Move < or Move > buttons

• How to go a specific date on the schedule when pre-appointing an appointment for a patient

       Use the 3 mo, 6 mo, 1 yr, 2 yr buttons (on daily and weekly view). It will take you out to the dates from today's date. Also click on Today: January 19, 2015 to go back to today's     date!

• Short cut to the patient tab, billing tab or records tab without search (for patients that are signed in only)

      After you sign a patient in, the name will appear in the sign-in list on the top box. Click P, B or R.
         P = Patient tab
         B = Billing tab
         R = Records tab

• Search Tasks (this may still be in beta testing right now) but be on the look out for it.

[asuda]

Great pointer on the button that views the insurance card image when creating an invoice. Any way Crystal could add that button appear when viewing a saved invoice too? When our biller reviews some invoices, they are already saved and would be a easy quick reference. 

[gracecrystalpm]

You can do the same for saved invoices - click edit invoice.

[erica]

Jan 19, 2015 10:52:58 GMT -6 gracecrystalpm said:

• Search Tasks (this may still be in beta testing right now) but be on the look out for it.

The best way to search tasks is to insert your search criteria in between %'s. Example: %John Smith%