Beginners Guide - Overview

The beginners guide is designed to be quick and informative. It details each screen and what can be done to make your practice more efficient. To get back to the Main Practice Management Help screen, click here.

The topics available are:

Overview for setting up PM - This is a quick 6 step guide to how Practice Management works and can be set up

Assignments

Data Mining

Editing Stages within a Job Profile

Job Planning

Job Stage Fast Entry

Job Stages

Jobs on Clients

Services

Standard System Job Types

Staff Control Panel

Task Browser

Workflow Report