How to Use this Manual |
Overview of ezChartWriter |
Evaluating the Software (Free Trial Period) |
Register/Activate software |
How to Purchase |
Hardware Requirements |
Example Uses of ezChartWriter |
Installation and Setup |
Download & Installing Software |
Networking Options |
Networking the Software |
Networking Choices |
Peer-to-Peer |
Client/Server |
Ethernet |
Wireless 802.11x |
Software/Hardware Requirements |
Setting Up the Network |
Keys to Successful Networking |
Our Recommendations |
Installing on your Primary Computer |
Windows 95/98/Me |
Windows 2000/XP/Vista/Win 7 |
Sharing your Database Folder |
Windows 2000 |
Windows XP |
Windows Vista |
Windows 7 |
Mapping the Networked Folder |
Windows 2000 |
Windows XP |
Windows Vista |
Windows 7 |
Installing on your Secondary Computers |
Setting up a Wireless Network |
Improving Wireless Signal |
Disabling WZC in WinXP |
Troubleshooting Network Problems |
Getting Started |
Using the Setup Wizard |
Password Selection |
User Login |
Administrator Login |
Lost/forgotten passwords |
FAQ (frequently asked questions) |
User Manual (pdf) |
Sample Patient |
Admin Functions |
Software Account |
Purchase Software |
Register/License Software |
View Licenses |
Change Account Number |
Settings & Options |
Clinic Details Screen |
User Details |
Comprehensive Security Settings |
International Settings |
Locate Database |
Reset Passwords |
Audit Trail |
System Info |
Basic Functions |
Navigating the Program |
Main Menu |
QuickFind Tool |
Patient Charts |
Create a New Patient Chart |
Open an Existing Patient Chart |
Patient List |
Patient Demographics Screen |
Subscriber Info |
Open/Pulled Charts |
Chart Options |
Modify Name |
Sticky Note |
Encounter List |
Create Encounter |
Create Rx |
Create a Report |
Using the Report Writer |
Using Images |
Using Tables |
Create a Note |
Attach/Scan a Document |
Rx Logbook |
Patient Reminders |
Create/Send a New Reminder |
Receiving a Reminder |
Managing Reminders |
User Groups |
Special Functions |
Database Maintenance |
Backup Database |
Compact Database |
Software Mantenance |
Report Bugs |
Check for Updates |
Data Management |
Query/Statistics |
Encrypt/Compress Reports |
Miscellaneous Functions |
Report Designer |
Available Fields |
Rolodex Utility |
Recall Wizard |
Creating a Recall List |
Create Labels |
Create Form Letters |
Generate Email List |
Using "Mail Chimp" |
Generate Phone List |
Using "Dial My Calls" |
Export Data |
Using "Click2Mail" |
Importing/Exporting Patient Data |
Importing Data |
Exporting Data |
Program Settings |
PreTesting Module |
Software Versions |
Misc Functions |
ePrescribe |
Working With Encounters |
Sample SOAP Note |
Basic Encounter Functions |
View prior records |
Switch chart views |
Use the Tools to enter data |
Edit text in the SOAP note |
Print a copy of the Encounter |
Export the Encounter (PDF/Word) |
Finalize the encounter |
Upload Encounter to EHR Website |
Make changes to signed encounter |
Auto Log Off |
Using the Navigation Button Menu |
Name Alerts |
Rx Tracking Logbook |
Charting Tools |
Using the Diopter Power Tool |
Subjective Findings Tool |
Include patient age/gender/race in SOAP note |
Use the "Quick Fill Template" |
Indicate a chief complaint |
Customize the complaints |
Enter medical/ocular history |
Pull forward a previous medical/ocular history |
Quick History Tool |
Mark a history item as normal/abnormal |
Enter detailed history of an item |
Enter detailed ROS information |
Enter patient medications |
Enter allergy information |
Enter family history |
Enter social history |
Add custom meds, allergies, diseases |
Use the Subjective History SOAPwriter tool |
Use the Subjective ToolBox |
HPI Wizard |
Ocular Symptoms Tool |
Ocular Symptoms PickList Tool |
Computer Usage Tool |
Occupations Tool |
Hobbies Tool |
Customize the Subjective History Tool |
Automated Instrument Tool |
Importing Instrument Data |
Visual Acuity Tool |
Refraction Tool |
Quick Exam Tool |
Detailed Findings Tool |
Rx Wizard |
Plan & Assessment Tool |
Contact Lens Tool |
Contact Lens Power Tool |
Fit Assessment Tool |
Report Manager |
Using the Report Writer |
Using Images |
Using Tables |
SOAPwriter Tool |
Vital Signs Tool |
Lab Tests Tool |
Drawing Tool |
Image Manager |
SuperBill Tool |
Coding Tool |
Customization Possibilities |
PickList Customization Tool |
Report Designer |
Available Fields |
Image Templates |
Encounter Template |
Customize SOAPwriter |
Template Keywords |
Settings & Options |
ezInstrumentLink |
TOPCON Instruments |
Marco/Nidek Instruments |
Appointment Scheduler |
Main Screen |
Menu Options |
Select Viewing Mode |
Create New Appointment |
Edit or Move an Appointment |
Special Features |
Calendar Options |
Customize Appointment Types |
QuickFind Tool |
Billing Module |
Main Screen |
Sticky Note |
Modify Patient Name |
Login Screen |
Log in to Billing Module |
Lost/forgotten passwords |
Log out of Billing Module |
Log in as Admin |
Create New Patient |
Patient Demographics Screen |
Subscriber Info |
Open Existing Patient |
Patient List |
QuickFind Tool |
Ledger Screen |
FeeSlips |
Selecting Service Date |
Entering Fee Slip Line Data |
FeeSlip Line Details |
Superbill Import |
Using FeeSlip Templates |
FeeSlip Totals |
Applying Patient Payments |
View/editing all Transactions |
Print Preview - FeeSlip Statement |
Editing Finalized FeeSlips |
Deleting FeeSlips |
Claims |
Default Claim Setup |
Creating/Editing Claim Forms |
Printing Claims |
Exporting Claims |
Posting Payments |
Post Insurance Payments |
Post Patient Payments |
Creating Reports |
Accounts Receivable Report |
Daily Production Report |
Patient Payments Report |
Revenue By Patient Report |
Summary of Revenue Report |
Sales By Product Code & Tax Collected |
Accounts Receivable (AR) List |
Options & Settings |
Insurance Plan List |
Fees & Product Codes |
Provider Insurance ID's |
Admin Features |
Troubleshooting Problems |
Frequently Asked Questions |
Sales - Pre Purchase |
Hardware/System Requirements |
Pricing & Annual Fees |
Support Availability |
Ordering, Downloading & Installing |
Medicare Compliance & CCHIT Certification |
Data Conversion & Scanning |
Linking to other PMS systems |
Linking to Instruments |
Multiple Offices |
International Sales |
Sales - Post Purchase |
Licensing Issues |
Lost Passwords |
Removing Demo Patients |
Install Problems/Troubleshooting |
Networking |
Using the Software |
HIPAA Requirements |
Working with Encounters |
Customization |
Reports & Rx’s |
Backup Utilities |
Auto Update Feature |
Billing Module_2 |
Appointment Scheduler |
Recall Manager |
Data Exchange |
Errors & Crashes |
Getting Help |
Uninstalling Software |
Ideas & Future Plans |
Software License Agreement |
© 2011 Iccomplish, Inc