QuickStart Guide

Intro to Icons in Practice Perfect X0.0

Preparing to install Practice Perfect X1.0

How to install a Server X1.1

How to install a 'Workstation' X1.2

How to setup an 'Office Location' X1.3

How to create and setup 'Provider' profiles X1.4

How to create custom patient 'Divisions' X1.5

How to setup 'Scheduled Providers' X1.6

How to customize the 'Scheduler' X1.7

How to setup 'Payment Methods' X1.8

How to setup 'Fee Codes' (Part 1) X1.9

How to setup 'Fee Codes' (Part 2) X1.9

How to setup Payors X2.1

How to setup patient profiles (Part 1) X2.2

How to setup patient profiles (Part 2) X2.2

How to setup 'Other Contacts' X2.3

How to add a Physician X2.4

How to setup new users and account permissions X2.5

Faxing

How to Fax Through Practice Perfect F-1

Telehealth

How to Setup the Practice Perfect and Insig Health Integration T-1

How to Use the Practice Perfect and Insig Health Integration T-2

Starting Practice Perfect

Introduction to Icons 0.0

Starting Practice Perfect: EMR Walkthrough 0.1

Getting Help with Practice Perfect 0.3

Changing your Password 0.5

Windows Versus Web Application Feature Availability 0.6

Client Portal

Client Portal Overview CP-0

How to Setup the Client Portal CP-1

How to Setup Providers for the Client Portal CP-2

How to Setup Fee Codes for the Client Portal CP-3

How to Setup Patients for the Client Portal CP-4

Processing Self-Entered Clients and Web Appointments CP-5

Setting Up and Using the Client Self-Booking Portal CP-6

General & Setup

How to setup a static IP address 0.0

What you will need to know before setup 1.1

Your clinic locations 1.2

How to Export Data from Practice Perfect 1.3

How to upgrade a 'Workstation' 1.1A

How to upgrade a Server Video 1.1B

How to upgrade a Server 1.1B

How to setup 'HCFA-1500' invoices 1.17

Payors

Setting Payor Preferences (Part 1) 2.2

Changing, Removing and Retrieving existing 'Payors' and 'Adjusters' 2.3

Physicians and Other Contacts

Editing, removing, or retrieving 'Physicians' 3.2

Clients

What is a 'Client'? 4.1

How to 'Discharge' a patient 4.7

How to export a full list of your clients 4.8

How to recover 'Deleted Items' 4.13

Scheduler

How to schedule 'New Appointments' 5.2

How to send email appointment reminders 5.11

How to use the 'Waiting List' 5.14

Entering Attendance and Treatments

What is 'Client Attendance'? 6.1

How 'Visit Counts' work 6.2

How to enter Treatment Service Charges 6.3

Billing and Claims Processing

The Importance of Billing and Claims Processing 7.1

How to transfer 'Charges' between 'Incidents' 7.10

How to transfer 'Charges' and 'Documents' between 'Incidents' 7.11

How to Include Assistant Therapists (i.e. PTAs) on Invoices 7.12