PracticeWorks Software

 

 
 

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PracticeWorks

*PracticeWorks: New Employee: 101 Basic Administrative Learning Resource List - This learning resource list is designed for new administrative employees using CS PracticeWorks practice management software. It lists the recommended content available in the New Employee Basic Administrative Learning Plan.
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*PracticeWorks: New Employee: 201 Intermediate Administrative Learning Resource List - This learning resource list is designed for new administrative employees using CS PracticeWorks practice management software. It lists the recommended content available in the New Employee Intermediate Administrative Learning Plan. The New Employee Basic Administrative Learning Plan is a prerequisite.
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*PracticeWorks: New Employee: 202 Monthly Administrative Learning Resource List - This learning resource list is designed for new administrative employees using CS PracticeWorks practice management software. It lists the recommended content available in the New Employee Monthly Administrative Learning Plan. The New Employee Learning Plans, Basic and Intermediate, are prerequisites.
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*PracticeWorks: New Employee: 203 Additional Administrative Learning Resource List - This learning resource list is designed for new administrative employees using CS PracticeWorks practice management software. It lists the recommended content available in the New Employee Additional Administrative Learning Plan. The New Employee Administrative Learning Plans; Basic, Intermediate, and Monthly; are prerequisites.
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*PracticeWorks: What's New Video v7.10 - This recorded class is designed for all team members and provides an overview of new features in CS PracticeWorks software version 7.10. By the end of this class, you should be better familiar with the benefits of using Line Item Accounting in your practice, the basic configuration settings, the new visual identifiers added to the ledgers, the added functionality of the Payment Distribution window, the new features in the Insurance Payment window, the new reports and Expert, and the ICD-10 codes feature. (8 min)
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*PracticeWorks: What's New Video v7.5 - This recorded class is designed for all team members and provides an overview of new features in the PracticeWorks practice management software version 7.5. By the end of this overview, you should be familiar with the new eForms and ePosting features.(7 minutes)
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*PracticeWorks: What's New Video v7.6 - This recorded class is designed for all team members and provides an overview of new features in PracticeWorks Software v7.6. By the end of this overview, you should be familiar with the new features related to Patient Attachment Management, the CDT 2014 Code Set, the New Patient Analysis Report, Monthly Plan Tracking and Reporting, eReminders, Amazing Charts Integration and Synapshot Integration. (12 min)
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*PracticeWorks: What's New Video v8.0 - This recorded class is designed for all team members and provides an overview of new features in CS PracticeWorks software version 8.0. By the end of this class, you should be better familiar with the new printing options, the benefits of using Line Item Accounting in your practice, the basic LIA configuration settings, the new visual identifiers added to the ledgers, the added functionality of the Payment Distribution window, the new features in the Insurance Payment window, and the new reports and Expert. (7 min)
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*PracticeWorks: What's New Video v8.1 - This recorded class is designed for all team members and provides an overview of new features in CS PracticeWorks software version 8.1. By the end of this class, you should be familiar with enhancements made to the Appointment Book. (5 min)
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archive_PracticeWorks: End of Year Reports Job Aid - This two-page job aid is designed for all team members. It lists the reports and information in PracticeWorks practice management software that should be generated at the end of each fiscal year.
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ARCHIVED (April 2018) PracticeWorks: Navigating the Software Recorded Class - This recorded class is designed for all team members and provides a guided overview of the main features in PracticeWorks practice management software. By the end of this class, you should be familiar with the following primary components of the software: Practice Central, the Appointment Book, the Icon Toolbar, Menus, and Online Help. (15 minutes)
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PracticeWorks Software: Managing the Basics of Your Accounts Receivable and Billing Webinar Playback(ARCHIVED 8/26/19) - Are you aware of the software settings that affect statements and adjustments? Do you understand how adjustment types affect financial reports? This beginning level webinar is designed for administrative team members and highlights components that effect your accounts receivable numbers. By the end of this webinar you should be able to customize your statement set-up, understand adjustments, utilize write-off by producer, print reports, generate contact experts and the office expert, and create documents.This webinar was presented by a certified trainer in July of 2017. (1 hour, 4-minutes)
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PracticeWorks: Adding Adjustment Codes Job Aid - This two-page job aid is designed for front office team members and provides information about adjustment codes in PracticeWorks practice managemnet software. Included in this job aid are the descriptions of the three types of adjustment codes and instructions for adding adjustment codes.
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PracticeWorks: Adding Patients Class Playback! (ARCHIVED 11/6/20) - This recording is no longer available. Refer to the updated version of this class.
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PracticeWorks: Additional Enhancements for v7.0 Recorded Class - This recorded class is designed for all team members and introduces some of the enhancements that were added to PracticeWorks practice management software version 7.0. By the end of this class, you should be able to manually adjust appointment lengths,identify the enhanced email capabilities in the software, access the new online resource links from the Help menu, recognize fields that accommodate a 6-digit phone extension, add a National Provider ID number for a provider, and be familiar with the Medvisor/dental software integration. (10 minutes)
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PracticeWorks: Automation Expert: Linking Documents to Transactions Job Aid - This one-page job aid is designed for all team members and provides instruction about how to use the AutoLink feature in PracticeWorks practice management software. This job aid includes steps to use the Automation Expert to AutoLink a document to a transaction.
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PracticeWorks: Charting in the Software Webinar Playback(ARCHIVED 8/26/19) - Do you need some practice customizing the Charting module? Did you customize Charting once, but need a refresher on changing your set-up? This intermediate level webinar, designed for clinical team members provides the opportunity to build on the charting foundation within PracticeWorks practice management software. By the end of this webinar, you should be able to chart hard tissue entries, record soft tissue findings, define categories for charting palettes, add or remove quick chart buttons, create and auto-link notes and forms, create a game plan for going chartless. This webinar was presented by a certified trainer in April of 2013. (1 hour, 30-minutes)
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PracticeWorks: Checklist for Going Live Handout - This two-page handout is designed for all team members participating in initial training for PracticeWorks practice management software. It provides a checklist that can be to be used to identify various tasks which might be required prior to going live with your software.
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PracticeWorks: Correcting Ledger Entries Related to Individual Insurance Payments Help Demo ARCHIVED Sept 2019 - This help demo is designed for all team members. This demo shows how to correct ledger entries, less than 90 days old, that are related to individual insurance payments in PracticeWorks practice management software. (5 minutes)
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PracticeWorks: Cross Settlement: Posting Bad Debt Adjustments Job Aid - This two-page job aid is designed for front office team members who post adjustments and use the Cross Settlement report in PracticeWorks practice management software. It is a quick reference for posting bad debt adjustments and related payments.
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PracticeWorks: Cross Settlement: Posting Credit Balance Refunds Job Aid - This one-page job aid is designed for front office team members who post adjustments and use the Cross Settlement report in PracticeWorks practice management software. It is a quick reference for posting credit balance refunds.
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PracticeWorks: Cross Settlement: Posting NSF Check Adjustments Job Aid - This two-page job aid is designed for front office team members who post adjustments and use the Cross Settlement report in PracticeWorks practice management software. It is a quick reference for posting NSF (non-sufficient funds) check adjustments.
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PracticeWorks: Cross Settlement: Posting Production Adjustments Job Aid - This two-page job aid is designed for front office team members who post adjustments and use the Cross Settlement report in PracticeWorks practice management software. It is a quick reference for posting production adjustments.
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PracticeWorks: Customizing System Settings Webinar Playback(ARCHIVED 8/26/29) - Do you know how to block time or edit blocks in the appointment book? Have you ever wondered if certain settings or defaults could be changed? This intermediate-level webinar is designed for administrative team members to configure system settings to accommodate your practice's needs using PracticeWorks practice management software. By the end of this webinar you should be able to identify the general configurations, discover utilities, establish workstation preferences, create appointment book views, and utilize perfect-day scheduling methods.This webinar was presented by certified trainer, Kathy Patrick, in April of 2013. (1-hour, 11-minutes)
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PracticeWorks: Documents and Automation Webinar Playback(ARCHIVED 8/26/19) - Are you using CS PracticeWorks to send letters or generate documents for patients? Do you want to utilize the unique automation features in the software? This intermediate level webinar is designed for administrative team members and provides ideas for simplifying your daily workflow using PracticeWorks practice management software. By the end of this webinar, you should be able to create a document, define a note for free-form comments, and incorporate ideas for automation.This one-hour webinar was presented by a certified trainer in February of 2013. (1 hour)
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PracticeWorks: Entering National Provider Identifiers Job Aid - This two-page job aid is designed for doctors and provides information on National Provider Identifiers, or NPI numbers, as they apply to PracticeWorks practice management software version 6.0.13 or higher. This job aid explains where to enter the NPI numbers in the software and how to select updated claim forms.
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PracticeWorks: Establishing a Daily Routine Class Playback (Archived 6/22/18) -
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PracticeWorks: Generating Field Exports Webinar Playback(ARCHIVED 8/26/19) - Have you ever wanted to export data for mass-mailing holiday cards, newsletters, or patient promotions? This intermediate-level webinar is designed for administrative team members and demonstrates how to generate field exports from PracticeWorks Software. You will learn how to create a field export document, select export criteria, and utilize the exported file. This one-hour webinar was presented by certified trainer, Debi Peterson, in July of 2012. (1 hour)
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PracticeWorks: Generating Recall Reminders for Scheduled Patients Help Demo (ARCHIVED July 2018) - This class is no longer available. Refer to PracticeWorks: Generating Recall Reminders Recorded Class This help demo is designed for all team members. This demo shows how to use the Appointment Expert to generate reminders for patients scheduled for recall in PracticeWorks practice management software. (3 minutes) ARCHIVED (July 2018)
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PracticeWorks: Generating Recall Reminders for Unscheduled Patients Help Demo (ARCHIVED July 2018) - This class is no longer available. Refer to PracticeWorks: Generating Recall Reminders Recorded Class This help demo is designed for all team members. This demo shows how to use the Recall Contact Expert to generate recall reminders for unscheduled patients in PracticeWorks practice management software. (3 minutes) ARCHIVE (July 2018)
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PracticeWorks: ICD-10 Codes Handout - This five-page handout is designed for all team members and provides instruction on using ICD-10 diagnostic code set in CS PracticeWorks practice management software.
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PracticeWorks: Importing Images to the Cloud Job Aid - This two-page job aid is designed for all team members and provides instructions for saving images on your computer locally and then importing them to the CS Cloud.
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PracticeWorks: Insurance Billing and NPI: Setting up a Facility Job Aid - This two-page job aid is designed for all staff members and provides instruction on how to set up a facility record in PracticeWorks practice management software.
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PracticeWorks: Insurance Estimating: Understanding the Basics of Insurance Recorded Lesson - (ARCHIVED 1/8/21) - ARCHIVED Jan 2021. Refer to the updated class with the same title, available in the Course Catalog. This recorded lesson is designed for all dental team members and provides an introduction to insurance and estimating in PracticeWorks practice management software. By the end of this lesson, you should understand basic insurance relationships, recognize the seven levels of insurance estimating, and understand the secondary insurance calculation method options. This lesson is one of three that make up the class PracticeWorks Software: Insurance Estimating. (13 minutes)
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PracticeWorks: Introduction to Practice Central Recorded Class (ARCHIVED 1/8/21) - ARCHIVED Jan 2021. Search for the updated class in the PracticeWorks Catalog with the same title. This recorded class is designed for all dental team members and introduces Practice Central in PracticeWorks practice management software. By the end of this class, you should be able to identify the components of Practice Central, customize Practice Central to meet your needs, understand how security rights impact preferences, and recognize some of the benefits of using Practice Central. (20 minutes)
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PracticeWorks: Managing Patient Recall Webinar Playback(ARCHIVED 8/26/2019) - Do you want to increase productivity by emailing recall and appointment reminders to patients? This intermediate-level webinar is designed for all team members involved in the process of managing recall for your practice using PracticeWorks practice management software. By the end of this webinar, you should be able to generate the Contact Experts for select groups of patients, send post cards, and set-up your system for email reminders. This webinar was presented by certified trainer, Kathy Patrick, in April of 2013. (1-hour, 18-minutes)
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PracticeWorks: Managing Pending Appointments Recorded Class (Archived 6/22/18) - This intermediate-level recorded class is designed for all team members and provides instruction on managing pending appointments in PracticeWorks practice management software. By the end of this class, you should be able to move an appointment to the Pending Page, utilize the pending page notification, access pending appointments from the Pending Page icon, and manage pending appointments from the Pending Page Contact Expert. (15 minutes)
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PracticeWorks: Payment Plans: Creating a Credit Card Consent Recorded Lesson - This recorded lesson is designed for team members responsible for creating recurring credit card payment plans in PracticeWorks practice management software. By the end of this lesson, you should be able to set up a recurring credit card payment plan, edit the payment plan, and start the settlement process with the bank. (13 minutes)
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PracticeWorks: People and Clipboards: People and Clipboards Overview Self-Guided Simulation -ARCHIVED JAN 2021 - This self-guided simulation is designed for all team members and provides the opportunity to familarize yourself with picklists, people types, and the components of the Clipboard in PracticeWorks practice management software. By the end of this simulation, you should be able to use picklist sort options and filters, identify people types, and explore the features of the Clipboard. (20 minutes)
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PracticeWorks: People and Clipboards: Splitting Accounts Recorded Lesson (ARCHIVED Jan 2021) - This recorded lesson is designed for all team members and provides instruction on splitting accounts in PracticeWorks practice management software. By the end of this lesson, you should be able to identify reasons to split an account, split an account with no balance, and split an account with a balance. (13 minutes)
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PracticeWorks: Performing a Mass Fee Update Help Demo - This help demo is designed for all team members and shows how to update multiple fees at once using the Mass Fee Update utility in PracticeWorks practice management software. (5 minutes)
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PracticeWorks: Preparing to Go Live Online Classv - This live online class is designed for all dental team members and provides assistance in preparing your office to go live in PracticeWorks practice management software. By the end of this class, you should be able to prepare account, patient and insurance records; prepare for billing statements; enter starting balances; verify account receivables; prepare appointments; update balances; and post insurance payments from pending claims.. (2 hours)
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PracticeWorks: Product Overview Recorded Class - This beginning-level recorded class is designed to give an overview of the features in PracticeWorks software. (10 minutes)
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PracticeWorks: Real World Solutions: Recall Strategies That Work Webinar Playback(ARCHIVED 8/26/19) - This intermediate-level webinar is designed for all team members involved in the process of managing recall for your practice using PracticeWorks practice management software. By the end of this webinar, you should be able to generate the Contact Experts for select groups of patients, send post cards, and set-up your system for email reminders. This webinar was presented by certified trainer, Mary Beth Williams, in April of 2012. (44-minutes)
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PracticeWorks: Resubmitting a Claim with Updated Insurance Information Help Demo - This help demo is designed for all team members. This demo shows how to resubmit a claim with updated insurance information in PracticeWorks practice management software. (4 min.)
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PracticeWorks: Running the Marketing Report Help Demo (Archived 11/05/2020) - This help demo is designed for all team members. This demo shows how to run the Marketing Report in PracticeWorks practice management software. (5 minutes)
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PracticeWorks: Running the Periodic Reports for Production Help Demo (Archived 11/05/2020) - This help demo is designed for all team members. This demo shows how to run the Periodic Reports to show production for a date range by producer in PracticeWorks practice management software. (5 minutes)
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PracticeWorks: Scheduling Appointments Class Playback (Archived 6/22/18) -
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PracticeWorks: Scheduling: Confirming Appointments Recorded Lesson ARCHIVED (June 2018) - This recorded lesson is designed for all team members and provides instruction on confirming appointments in PracticeWorks practice management software. By the end of this lesson, you should be able to confirm appointments from the appointment book, confirm appointments from the Contact Expert, print route slips, and print an appointment page. (12 minutes)
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PracticeWorks: Secrets Uncovered Webinar Playback(ARCHIVED 8/26/19) - This beginning-level webinar is designed for all team members and identifies secrets of PracticeWorks practice management software that make a big impact on your practice. By the end of this webinar, you should be able to incorporate trainers’ shortcuts to increase the efficiency of daily routines in both the administrative and clinical areas of your practice. This one-hour webinar was presented by certified trainer, Debi Peterson, in March of 2012. (1 hour)
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PracticeWorks: Setting Up and Using Your Recare System Webinar Playback(ARCHIVED 8/26/2019) - This beginning-level webinar is designed for all team members involved in the process of managing recall for your practice using PracticeWorks practice management software. By the end of this webinar, you should be able to generate the Contact Experts for select groups of patients, send post cards, and set-up your system for email reminders. This webinar was presented by a certified trainer in September of 2017. (1 hour)
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PracticeWorks: Tools that Work: Insurance Solutions (Part I) Webinar Playback(ARCHIVED 8/26/19) - This beginning-level webinar is designed for administrative team members and provides instruction that will help you manage your traditional insurance plans in PracticeWorks practice management software. This part one of two sessions that make up this webinar. By the end of this webinar, you should be able to set-up insurance estimating, utilize the copy-from option, request and approve pre-determinations, generate the Outstanding Insurance Contact Expert, and update the Blue Book. This webinar was presented by certified trainer, Frank Dias, in May of 2012. (54-minutes)
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PracticeWorks: Tools that Work: Insurance Solutions (Part II) Webinar Playback(ARCHIVED 8/26/19) - This intermediate-level webinar is designed for administrative team members and will demonstrate adding estimating information for contract plans in PracticeWorks practice management software. This part one of two sessions that make up this webinar. By the end of this webinar you should be able to define the levels of estimating, setup templates for contract plans, and utilize the "Copy-from" options. This webinar was presented by certified trainer, Tammy St. Angelo, in May of 2012. (1-hour, 30-minutes)
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PracticeWorks: Treatment Plan Management Webinar Playback! - Do you struggle with multiple treatment plans? Do you know how to set up appointment information and schedule from a treatment plan? This beginning-level webinar is designed for all team members provides guidance on working with treatment plans in PracticeWorks practice management software. By the end of this webinar, you should be able to enter proposed treatment, sequence treatment priority, and allocate appointment time. This webinar was presented by a certified trainer in May 2020. (32-minutes)
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PracticeWorks: Understanding Transaction Codes Webinar Playback(ARCHIVED 8/26/19) - Do you know that transaction code settings affect how procedures are included or cancelled from treatment plans? Do you know why some treatment plans are auto-created, and others are created manually? This beginning level webinar is designed for all team members and identifies the many uses of transactions codes and how they affect other areas of the software. By the end of this webinar you should be able to utilize various transaction codes, and understand the consequences of duplicating transaction codes. This webinar was presented by a certified trainer in April of 2013. (1 hour, 23-minutes)
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PracticeWorks: Updating Fees Handout - This 3-page handout is designed for all team members and provides information on updating individual fees and doing a mass fee update in the PracticeWorks software versions 7.0 – 7.7.
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PracticeWorks: Using PracticeScript to Define Custom Experts Webinar Playback - This advanced-level webinar is designed for all team members and provides instructions for building custom experts in PracticeWorks practice management software. During this webinar we will incorporate the basics of PracticeScript, and create a User Defined Contact Expert. This one-hour webinar was presented by certified trainer, Debi Peterson, in April of 2012. (57-minutes)
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PracticeWorks: Using the Fingerprint Scanner Recorded Class (Archived 2/4/21) - This recorded class is designed for all team members and provides a list of steps to use the Fingerprint Scanner in PracticeWorks practice management software. By the end of this class, you should be able to scan a fingerprint; update a fingerprint; verify a fingerprint; remove a fingerprint; log-in using a fingerprint scanner; and enable the fingerprint-only login setting. (12 minutes)
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PracticeWorks: Using the Integrated Prescription Writer Recorded Class (ARCHIVED Nov 2021) - This recorded class is designed for all dental staff members and provides instruction on using the Integrated Prescription Writer in PracticeWorks practice management software. By the end of this class, you should be able to add a drug to the Prescription Drug List, add a pharmacy to the Pharmacy List, prescribe or refill a drug to a patient, assign a preferred pharmacy to a patient’s clipboard, and generate the three prescription reports. You will also be made aware of the prescription components that have been added as security events. (10 minutes)
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PracticeWorks: Using the KIOSK Check-in Module Recorded Class - This recorded class is designed for all team members and and provides instruction on using the KIOSK Check-In module in PracticeWorks software. By the end of this class, you should be able to activate a KIOSK computer, configure the KIOSK station, explain the patient check-in process using the KIOSK station, and accept a patient check-in from the KIOSK station. (16 minutes)
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PracticeWorks: Using the Referral Tracking System Recorded Class (ARCHIVED Nov 2021) - This recorded class is designed for all team members and provides instruction on the referral tracking system in PracticeWorks practice management software. By the end of this class, you should be able to assign practice referrals, add professional referral sources, assign incoming and outgoing referrals, respond to referral reminders, and run the referral tracking reports. (14 Minutes)
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PracticeWorks: Using Yellow Stickies Recorded Class ARCHIVED (June 2018) - This recorded class is desgined for all team members and provides instruction on using Yellow Stickies in PracticeWorks practice management software. By the end of this class, you should be familiar with Yellow Stickies and be able to create and attach them to appropriate areas of the software. (20 minutes)
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PracticeWorks: Utilizing Insurance for Traditional Plans Webinar Playback (Part 1 of 2) - Are you utilizing PracticeWorks software to handle your traditional, PPO, and DMO plans? Does code-specific estimating confuse you? This beginning-level webinar, part one of two, is designed for administrative team members and provides instruction that will help you manage your traditional and contract insurance plans in PracticeWorks practice management software. By the end of this webinar, you should be able to define the levels of estimating, set-up insurance estimating for traditional vs. contract plans, utilize the copy-from option, update the blue book, and generate the outstanding insurance contact expert. This webinar was presented by certified trainer, Kathy Patrick in March of 2013. (1-hour, 14-minutes)
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PracticeWorks: Utilizing Insurance: Clean Up Webinar Playback (Part 2 of 2) - Do you have the same insurance companies or employer plans entered more than once? Do you want to consolidate plans to make insurance estimating and blue book updating more efficient? This intermediate level webinar, part two of two, is designed for administrative team members and will demonstrate methods for consolidating employer plans by utilizing consistent naming conventions. By the end of this webinar, you should be able to generate the necessary reports, devise a naming convention, and develop an action plan for clean-up. This webinar was presented by certified trainer, Tammy St. Angelo in March of 2013. (1-hour)
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PracticeWorks: Utilizing PracticeScript Webinar Playback - Have you ever wanted to automate events using advanced filters? Do you have the need to create user-defined experts? This advanced level webinar is designed for all team members and provides instructions for utilizing PracticeScript within the PracticeWorks practice management software. During this webinar we will incorporate the basics of PracticeScript and utilizing in documents, automation, and user defined experts. This webinar was presented by a certified trainer in February of 2013. (1 hour, 14-minutes)
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PracticeWorks: What You Need, Where You Need It: Software Settings Webinar Playback - This beginning level webinar is designed for administrative team members and provides ideas for organizing your data in PracticeWorks practice management software. By the end of this webinar, you should be able to identify General Configurations, discover utilities, establish workstation preferences, and eliminate duplicate employer plans and insurance companies. This webinar was presented by certified trainer, Ron Schindler, in March of 2012. (1 hour)
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PracticeWorks: What's New Video v7.0 - This recorded overview, designed for all team members introduces several new features and enhancements in PracticeWorks practice management software version 7.0. By the end of this overview, you should be familiar with the new features and enhancements, as well as the benefits they bring to your practice. (12- minutes)
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xxxPracticeWorks: Line Item Accounting: Ledger Changes Recorded Class - This beginning-level recorded class is designed for all team members and provides information about the ledger changes related to Line Item Accounting in CS PracticeWorks practice management software. By the end of this class, you should be familiar with the visual indicators and right-click options added to the Ledger when Line Item Accounting is turned on. (4 min)
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ZZ_PracticeWorks: Clinical Enhancements for v7.0 Recorded Class_Archived 7/29/21 Due to Flash BC - This recorded class is designed for all clinical team members and provides an overview of the new clinical enhancements added to PracticeWorks practice management software version 7.0. By the end of this class, you should be able to access a patient’s last perio exam for use as a baseline for the current day’s readings; configure PracticeWorks to automatically spell check your clinical notes; add the new chip charting button to your quick chart buttons; and understand the functionality of the last radiograph exam fields in the software. (8 minutes)
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ZZ_PracticeWorks: Configuring the Software for Scheduling Recorded Class_Archived 7/29/21 Due to Flash BC - This recorded class is designed for all team members and provides instructions on how to configure your software in CS PracticeWorks practice management software. By the end of this class, you should be able to review your configuration settings, customize the appointment book, and create pre-defined appointments.(24 minutes)
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ZZ_PracticeWorks: Insurance Payment Workflow Enhancements for v7.0 Recorded Class_Archived 7/29/21 Due to Flash BC - This recorded update class is designed for all team members and introduces the new insurance payment workflow enhancements in PracticeWorks practice management software version 7.0. By the end of this class, you should be able to identify the changes in both the bulk insurance and the individual insurance payment workflows. (5 minutes)
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ZZ_PracticeWorks: Support Cross Training: Introduction to PracticeWorks Software Recorded Class (Archived 4/13/21) - This recorded class is designed for all technical support representatives and provides an introduction to PracticeWorks Software for the purpose of Cross-Training technical support representatives . By the end of this lesson, you should be familiar with the PracticeWorks Software. (20 minutes) (Flash)
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ZZ_PracticeWorks: Using Time Cards Recorded Class_Archived 7/29/21 Due to Flash BC - This recorded class is designed for all team members who use CS PracticeWorks software to clock in and out and those responsible for managing employee time cards. This class provides instruction on using time cards to track regular, vacation, illness and holiday hours in CS PracticeWorks practice management software. By the end of this class, you should be able to clock in and out; edit the time card; manage regular, vacation, illness, and holiday hours; and print the time card report. (15 min)
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zzPracticeWorks: 2016 CDT Codes Installation Guide (Archv 8/2023) - This job aid contains instructions for installing the 2016 CDT code set to the CS PracticeWorks software, version 7.9 or higher.
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zzPracticeWorks: Running the Daily Reports for Production Detail Help Demo (Archived) - This help demo is designed for all team members. This demo shows how to run the Daily Reports to generate production detail in PracticeWorks practice management software. (6 minutes)
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