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

Starting Practice Perfect

Introduction to Icons 0.0

Starting Practice Perfect 0.1

Getting Help with Practice Perfect 0.3

Changing your Password 0.5

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' 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

How to Use the 'Patient Self-Booking' App 5.16

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