OrthoTrac Software

 

 
 

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OrthoTrac

*OrthoTrac: New Employee: 101 Basic Administrative Learning Resource List - This learning resource list is designed to help new administrative employees get started using CS OrthoTrac practice management software. It lists the recommended content available in the New Employee Basic Administrative Learning Plan.
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*OrthoTrac: New Employee: 201 Intermediate Administrative Learning Resource List - This learning resource list is designed to help new administrative employees get started using CS OrthoTrac 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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*OrthoTrac: New Employee: 301 Advanced Learning Resource List - This learning resource list is designed to help a new administrative employee get started using CS OrthoTrac practice management software. It lists the recommended content available in the New Employee Advanced Administrative Learning Plan. The New Employee Administrative Learning Plans, Basic and Intermediate, are prerequisites.
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*OrthoTrac: New Employee: 401 Clinical Learning Resource List - This learning resource list is designed to help new clinical employees get started using CS OrthoTrac practice management software. It lists the recommended content available in the New Employee Clinical Learning Plan.
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*OrthoTrac: What's New Video v14.0 - This recorded class is designed for all team members and provides an overview of new features in CS OrthoTrac software version 14.0. By the end of this class, you should recognize that Band Date has been replaced by Start Date; be familiar with the redesigned Treatment Card and default Stand Alone Lightbar setting; and know how to interpret shading in the Scheduler, how to save changes to the Patient Information Card, and how to edit Collection Letters from the Collections Activity window. (8 min) NEW! Feb 2018
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CS OrthoTrac: Adding a 3D Screenshot Image to a Letter Job Aid - This two-page job aid is for all team members and lists the steps to add a 3D screenshot to a letter in OrthoTrac.
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CS OrthoTrac: Adding an Image to a Letter Job Aid - This one-page job aid is for all team members and lists the steps to add an image to a letter in OrthoTrac.
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CS OrthoTrac: Adding an Image to a Letter Template Handout - This five-page handout is for all team members and lists the steps to add an image to a letter template in OrthoTrac.
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CS OrthoTrac: Initial Training Workbook - This training workbook is designed for all OrthoTrac practice management software users and provides instructions and practical application exercises on the features and functions of the software. Users are encouraged to use this workbook to supplement formal training. This workbook can be used before, during, and after training. (UPDATED August 2019)
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OrthoTrac Charting: Entering Treatment Notes Class Playback (ARCHIVED 8/26/19) - This beginning-level playback is designed for all team members and provides instruction on using the charting module in CS OrthoTrac software. By the end of this class, you should be able to access and navigate the chart, enter treatment notes, utilize the tooth chart, and edit today's visit notes. (17 minutes)
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OrthoTrac Software: What's New: The Zuelke Module and Updated Collections Module - This recorded class is designed for all team members and provides an overview of new features in CS OrthoTrac software version 12.3. By the end of this class, you should be familiar with the new Zuelke Financial Module, and with the new enhancements added to the Collections Activity for non-Zuelke users. (9 minutes)
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OrthoTrac: Additional Enhancements for v10.0 Recorded Class - This beginning-level recorded class is designed for all front office staff members and provides a general overview of the additional enhancements in OrthoTrac practice management software OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to identify changes to Patient and Carrier Lookup windows; recognize time clock report enhancements; edit Roladdress Cards; recognize Point-of-Care module enhancements; recognize Word Processing module enhancements; search for for a range of dates of collection dates; identify changes to auto payments; and identify when new mail has arrived. (8 minutes)
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OrthoTrac: Checking Patients Out Class Playback! - This beginning-level class is designed for all team members and provides instruction on checking out patients in CS OrthoTrac practice management software. By the end of this class, you should be able to check a patient out, generate the no show report, and configure checkout options. This class was recorded by a certified trainer in April of 2016. (20 minutes)
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OrthoTrac: Completing End of Day Tasks Class Playback! - This beginning-level playback is designed for all team members and provides instruction completing end of day tasks in OrthoTrac software. By the end of this class, you should be able to print the No Show list, close the Daysheet, and print the Scheduled Appointments and Daily Collection reports. This class was recorded by a certified trainer in September of 2019. (30-minutes)
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Orthotrac: Creating eForms Handout - "This seven-page handout is designed for all team members and provides instructions on eliminating wasteful paper and ink costs, increases productivity and profitability. No more paper forms, clipboards, or pens with flowers taped to them! Get the necessary information fast, with 100% accuracy, by using online patient registration with eForms.
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OrthoTrac: Creating Procedure Codes Recorded Class - This recorded class is designed for all team members and provides instructions for creating procedure codes in OrthoTrac practice management software. By the end of this class, you should be able to identify the functions of procedure codes, create and modify procedure codes, and determine procedure code settings. (17 minutes)
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OrthoTrac: CS Boost: Getting Started Guide - This guide is intended for users of the CS OrthoTrac software in a hosted (cloud) environment, and provides instructions for getting started with the CS Boost mobility application. CS Boost enables you to access key patient and appointment information, based on your OrthoTrac records, from your iPhone®,iPad®, AndroidTM tablet or smart phone, or the Google ChromeTM browser.
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OrthoTrac: Entering Contracts and Payment Plans Class Playback (Archived 8/26/19) - This beginning-level playback is designed for all team members and provides instruction on entering contracts and payment plans in CS OrthoTrac software. By the end of this class, you should be able to set up contracts and payment plans, generate financial reports, and view contract letters, coupon books, and fact sheets. (25 minutes)
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OrthoTrac: E-Services Enhancements for v10.0 Recorded Class - This recorded class is designed for all front office staff members and provides a general overview of the electronic services enhancements in the OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to use the Internet for credit card service; use ACH (bank draft) service; identify claim status functionality added to real time transaction services; recognize improved CareCredit (v2.8) payment plans and a more streamlined integration; and use the enhanced workflow for the credit card service. (7 minutes)
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OrthoTrac: Getting Started with Automated Statements Recorded Class - This recorded class is designed for all team members and provides instruction on how to get started using Automated Statements with OrthoTrac practice management software. By the end of this class, you should be able to configure system setttings, customize account settings, and generate and transmit automated statements. (5 minutes)
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OrthoTrac: Getting Started with Automated Statements Recorded Class - This recorded class is designed for all team members and provides instruction on how to get started using Automated Statements with OrthoTrac practice management software. By the end of this class, you should be able to configure system settings, customize account settings, and generate and transmit automated statements. (5 minutes)
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OrthoTrac: Getting Started with eClaims Recorded Class - This beginning-level recorded class is designed for all team members and provides instruction on using eClaims in OrthoTrac software. By the end of this class, you should be able to submit claims electronically, transmit claims, and print reports. (8 Minutes)
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OrthoTrac: Getting Started with eVerifications Recorded Class - This recorded class is designed for all team members and provides instruction on how to get started using eVerifications with CS OrthoTrac practice management software. By the end of this class, you should be able to configure eVerifications, confirm benefits, and check the claim status of previously submitted eClaims. (3 minutes) NEW! January 2018
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OrthoTrac: Getting Started with Procedure Codes Recorded Class - This beginning-level recorded class is designed for all team members using the OrthoTrac practice management software. This class explores the basic elements to get started with procedure codes. By the end of this class, you should be able to sort and search the procedure code list, add procedure codes, edit procedure codes, and delete procedure codes. (12 minutes)
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OrthoTrac: Importing and Exporting Treatment Plan Templates Recorded Class - This recorded class is designed for all clinical team members working with treatment plan templates in OrthoTrac practice management software. By the end of this class, you should be able to import and export treatment plan templates. (12 Minutes)
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OrthoTrac: 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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OrthoTrac: Making a Charge Adjustment Help Demo - This help demo is designed for all team members. This demo shows how to post a charge adjustment in OrthoTrac practice management software. (3 minutes)
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OrthoTrac: Making a Collectable Write-Off Adjustment Help Demo - This help demo is designed for all team members. This demo shows how to make a collectable write-off adjustment in OrthoTrac practice management software. (3 minutes)
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OrthoTrac: Making a Courtesy Adjustment Help Demo - This beginning-level help demo is designed for all team members. This demo shows how to make a courtesy discount adjustment to a patient balance in Orthotrac software.
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OrthoTrac: Making a Location Change Adjustment Help Demo - This help demo is designed for all team members. This demo shows how to move a patient's balance from one location to another in OrthoTrac practice management software. (3 minutes)
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OrthoTrac: Making a Refund or Over-Payment Adjustment Help Demo - This help demo is designed for all team members. This demo shows how to make a refund or over-payment adjustment in OrthoTrac practice management software. (3 minutes)
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OrthoTrac: Making a Transfer Adjustment Help Demo - This help demo is designed for all team members. This demo shows how to make an insurance to responsible party transfer adjustment in OrthoTrac practice management software. (2 minutes)
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OrthoTrac: Making an Aging Adjustment Help Demo - This help demo is designed for all team members. This demo shows how to make an aging adjustment to a patient balance in OrthoTrac practice management software. (2 minutes)
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OrthoTrac: Managing Accounts Receivable Webinar Playback (Archived 8/26/19) - This beginning-level webinar is designed for administrative team members who manage accounts receivables in OrthoTrac practice management software. It provides insight into tools within the software that will help you efficiently handle patient and insurance accounts. By the end of this webinar, you should be able to identify collectible balances, manage responsible party accounts, and maintain insurance ledgers. This webinar was presented by a certified trainer in October of 2015. (1 hour, 10-minutes)
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OrthoTrac: Navigating the Imaging Software Recorded Class - This beginning-level, recorded class is designed for all team members and provides a guided overview of the main features in Orthodontic / OMS Imaging software. By the end of this class, you should be able to navigate the image chart window, identify applicable hardware interfaces, and access online help. (15 minutes)
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OrthoTrac: Navigating the Software Class Playback! - This beginning-level class playback is designed for all team members and provides instruction on navigating CS OrthoTrac software. By the end of this class, you should be able to log in, navigate main menu items, change your password, and clock in and clock out using the time clock. (18 minutes)
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OrthoTrac: Navigating the Software Recorded Class (ARCHIVED) - This recorded class is designed for all team members and provides a guided overview of the main features in OrthoTrac practice management software. By the end of this class you should be able to log into the software, navigate the main menu, and identify the patient chart icons. (12 minutes)
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OrthoTrac: Patient Flow Enhancements for v10.0 Recorded Class - This beginning-level recorded class is designed for all front office staff members and provides a general overview of the patient flow enhancements in OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to view procedure codes on the Patient Flow Grid; bypass the Change Patient’s Location pop-up window; use the Patient Flow Check-In Message feature; create a customized Welcome Screen; and view a Patient’s Common Name in the Patient Flow Grid. (11 minutes)
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OrthoTrac: Patient Flow Module V9.0 Recorded Lesson - This recorded lesson is designed for all office staff members and provides an overview of the new administrative features in OrthoTrac practice management software patient flow module. By the end of this lesson, you should be able to change the patient check-in background, add a new patient alert, customize the patient flow grid, and select Lightbar options. (13 minutes)
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OrthoTrac: Planning for a Chartless Practice Handout - This handout is for all orthodontic teams that are planning to transition to a chartless practice using OrthoTrac practice management software and CS orthodonitc imaging software. It takes planning and preparation. This handout, designed as a checklist, identifies several components that can be managed electronically in the software. Use this checklist to prioritize the components that you would like to manage electronically rather than manually or on paper.
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OrthoTrac: Point-of-Care Module V9.0 Recorded Lesson - This recorded lesson is designed for all clinical staff members and introduces OrthoTrac practice management software point-of-care module. By the end of this lesson, you should be able to launch the point-of-care module, use patient flow, view patient information, and view the charting module. (17 minutes)
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OrthoTrac: Posting a Current Balance Adjustment to Remove a Credit Balance Help Demo - This help demo is designed for all Ortho team members. This demo shows how to post a current only balance adjustment to remove a credit balance on a contract in OrthoTrac practice management software. (2 minutes)
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OrthoTrac: Posting Charges, Payments, and Adjustments Class Playback (Archived 8/26/19) - This beginning-level playback is designed for all team members and provides instruction on posting with charges, payments, and adjustments in CS OrthoTrac software. By the end of this class, you should be able to utilize financial icons, add charges, post personal and insurance payments, post adjustments, and print the patient ledger, individual statements, and receipts. (46 minutes)
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OrthoTrac: Report Enhancements for v10.0 Recorded Class - This recorded class is designed for all front office staff members and provides a general overview of the report enhancements in OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to recognize patient tracking enhancements; run a referral report by location or doctor; select a date option for the procedures by assistant report; run a statistical profile report by location or doctor; recognize scheduling report enhancements; and recognize other report enhancements. (16 minutes)
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OrthoTrac: Reports: Your Practice's Vital Metrics Webinar Playback (Archived 8/27/19) - This intermediate-level webinar is designed for all team members who would like to build a productive, successful practice by utilizing the tools in OrthoTrac practice management software. To keep your patients healthy, you must keep your practice healthy. Learn how to use OrthoTrac to measure and track your practice’s vital metrics. This webinar will teach you about patient, responsible party, referral reports – and more. This webinar was presented by certified trainer, Sharita Robinson in June of 2012. (1-hour, 30-minute)
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OrthoTrac: Safeguarding Your Practice V9.0 Recorded Lesson - This recorded lesson is designed for doctors and office managers and provides information on the advanced security features in the OrthoTrac practice management software. By the end of this lesson, you should be able to enable HIPAA security logging, force unique user IDs, enable the use of strong passwords, enable automatic logout on an unattended workstation, and view the HIPAA security audit log. (15 minutes)
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OrthoTrac: Scheduling and Recalls 101 Webinar Playback (Archived 8/26/19) - This beginning-level webinar is designed for all orthodontic team members and provides information on creating, modifying and customizing schedules in OrthoTrac practice management software. Gain a practical understanding of how to coordinate appointment types with procedure codes; add and/or remove days on the calendar; utilize search options for a faster appointment search; and run statistics of scheduled, changed, cancelled and no-show appointments. You will also learn to set up patient recalls, including monthly and alpha recall types, and be able to print and interpret scheduling reports.This webinar was presented by certified trainer, Josette Sones in June of 2012. (1-hour, 19-minutes)
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OrthoTrac: Scheduling Appointments and Recalls Class Playback! - This beginning-level playback is designed for all team members and provides instruction on scheduling appointments and recalls in CS OrthoTrac software. By the end of this class, you should be able to schedule an appointment, edit and cancel appointments,add a recall appointment, and print the daily schedule. (21 minutes)
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OrthoTrac: Scheduling Enhancements for v10.0 Recorded Class - This recorded class is designed for all front office staff members and provides a general overview of the scheduling enhancements in the OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to recognize enhancements to the schedule display; change the schedule doctor on a schedule day; add calendar days; update treatment plan appointment types; print business card appointment tickets; and print laser tickets in portrait or landscape mode. (9 minutes)
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OrthoTrac: Setting Up Auto Payments Class Playback (Archived 8/26/19) - This beginning-level class playback is designed for all team members and provides instruction on setting up auto payments in CS OrthoTrac software. By the end of this class, you should be able to enable auto-payment features, set up auto credit card payments, bank drafts, and post dated checks, and generate auto payment reports. (17 minutes)
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OrthoTrac: Shop Talk: Communications Webinar Playback (ARCHIVED 8/26/19) - This intermediate-level webinar is designed for administrative team members using OrthoTrac software to communicate with patients. Explore the communications module as we take you through the basic concepts of executing and changing questionnaires. There will be demonstration on how to create a new questionnaire and corresponding letter. Knowledge of the fundamentals of Microsoft Word is helpful for those taking this webinar.This webinar was presented by certified trainer, Stephanie Lee in June of 2012. (1-hour, 20-minutes)
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OrthoTrac: Updating Your Procedure Code List Handout - This handout is designed for doctors, office managers, and decision-makers using OrthoTrac practice management software. This handout defines and lists the steps for updating your procedure code list.
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OrthoTrac: Using Automated Statements Playback! - This beginning-level playback is designed for all team members and provides instruction on using Automated Statements in CS OrthoTrac practice management software. By the end of this class, you should be able to generate batch of eStatements, understand the statement preview screen, and transmit eStatements, and retrieve and view reports. (4 Minutes)
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OrthoTrac: Using ePayments Webinar Playback (ARCHIVED 8/29/19) - This intermediate-level webinar is designed for administrative team members using OrthoTrac software to process patient payments. Optimize your payment processing tasks with ePayments from Carestream Dental. Seamlessly integrated into your OrthoTrac practice management software, ePayments provides one step payment processing with automatic posting to the patients ledger. Save hours each month by eliminating manual steps and duplicate posting when processing auto payments. ePayments manages all of your monthly auto payments in just minutes. This webinar will demonstrate what ePayments can do for your office by saving time, reducing errors and adding flexibility for handling patient payments.This webinar was presented by Sherry Jackson in December of 2012. (30-minutes)
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OrthoTrac: Using Keyboard Shortcuts and Tips Job Aid - This two-page job aid is designed for all team members using OrthoTrac practice management software. It is intended to summarize useful keyboard shortcuts and tips to increase efficiency while navigating the software.
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OrthoTrac: Using the Document Storage Feature Recorded Class - This beginning-level recorded class is designed for all front office staff members and provides steps for using the document storage feature in the OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to set up the document storage feature; save documents with the storage feature; scan documents; move a scanned document; and view archived documents. (14 minutes)
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OrthoTrac: Using the Electronic Signature Feature Recorded Class - This recorded class is designed for all front office staff members and provides a steps for using the Electronic Signature feature in the OrthoTrac practice management software. By the end of this class, you should be able to capture a patient's or responsible party's signature using a signature pad or tablet; insert a Patient Signature Merge Field into a letter; capture staff signatures; and insert a Staff Signature Merge Field into a letter. (8 minutes)
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OrthoTrac: Using the Finger Print Scanner Recorded Class - This recorded class is designed for all front office staff members and provides a list of steps to use the Finger Print Scanner in the OrthoTrac 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; use a fingerprint scanner to check-in a patient; log-in using a fingerprint scanner; perform a log-in security override using a fingerprint scanner; and use the fingerprint scanner to change Timeclock status. (13 minutes)
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OrthoTrac: Using the PEARL Module Recorded Class - This beginning-level, recorded class is designed for all team members and provides an overview of the OrthoTrac Practice Expert and Report Library (PEARL) Module. By the end of this class, you should be able to identify the basic uses of the PEARL module and view the data available using the PEARL module. (13 minutes)
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OrthoTrac: Using the Personal ToDo List Recorded Class - This beginning-level recorded class is designed for all team members and explains how to use the Personal ToDo List in the OrthoTrac practice management software. By the end of this class, you should be able to access and navigate the Personal ToDo List; add, change, complete, and remove a task; use the calendar and reminders; and print the Personal ToDo list. (15 minutes)
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OrthoTrac: Using the Roladdress Recorded Class - This beginning-level recorded class is designed for all team members and explains how to use the Roladdress in the OrthoTrac practice manangement software. By the end of this class, you should be able to view a card in the Roladdress, add a card to the public section, edit and remove cards in the public section, edit cards in other sections, and print labels from the Roladdress. (13 minutes)
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OrthoTrac: Using the Stand-Alone Light Bar Recorded Class - This recorded class is designed for all team members and provides instruction about using the Stand-Alone Light Bar in CS OrthoTrac practice management software. By the end of this class, you should be familiar with the stand-alone functionality of the Light Bar; understand the Light Bar features; and be able to use the Light Bar menu, set the Light Bar option in Patient Flow, and identify the Light Bar information in the Patient Flow report. (8 min)NEW! March 2018
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OrthoTrac: Using the Treatment Card Recorded Class - This recorded class is designed for all team members and provides instruction about using the redesigned Treatment Card in CS OrthoTrac practice management software, version 14.0. By the end of this class, you should familiar with the new interface redesign, and enhancements made to the Patient Information section, TX Card tab, Tooth Chart tab, Questionnaire tab, Notes tab, and Imaging tab; as well as the new Patient Insight Panel and Combo Boxes. (13 min)NEW! Feb 2018
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OrthoTrac: Utilizing Patient Flow Class Playback! - This beginning-level playback is designed for all team members and provides instruction on utilizing patient flow in CS OrthoTrac software. By the end of this class, you should be able to check a patient in, move a patient, call the doctor, and check a patient out. (27 minutes)
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OrthoTrac: Utilizing the Experts Webinar Playback (ARCHIVED 8/26/19) - This intermediate-level webinar is designed for all Orthodontic team members and demonstrates how to utilize Contact Experts and Office Experts in OrthoTrac practice management software. You will learn to create Contact Expert reports using customized fields. Working your reports on-screen, you will be able to mix and match patient, communication and responsible party fields for reporting as well as generating letters and post cards. Learn to incorporate the Office Expert into your daily routine and customize Office Experts’ reports so that they pertain specifically to your office.This webinar was presented by certified trainer, Paul Citone in May of 2012. (1-hour)
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OrthoTrac: Version 10.0 Release Overview - This presentation is designed for all orthodontic team members currently using OrthoTrac practice management software and provides an overview of the new features and enhancements in OrthoTrac software v10.0. By the end of this presentation you should be familiar with the new features and enhancements, and be able to recognize the potential benefits that they can add to your practice. (11 minutes)
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OrthoTrac: What's New Video v11.0 (archived 1/10/19) - This What's New video is designed for all team members currently using OrthoTrac practice management software and introduces several new features and enhancements of v11.0. By the end of this video you should be familiar with the new features and the benefits that they can bring to your practice. (15 minutes)
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OrthoTrac: What's New Video v11.4 (archived 1/10/19) - This recorded class is designed for all team members and provides an overview of the new features and enhancements in OrthoTrac practice management software version 11.4. By the end of this overview, you should be familiar with enhancements to features such as schedule calendar, charting, predefined layouts, coupon books, and contracts. (6 minutes)
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OrthoTrac: Working with Insurance Class Playback! - This beginning-level class is designed for all team members and provides instruction on working with insurance in CS OrthoTrac software. By the end of this class, you should be able set up insurance claim options, set up procedure codes, add/modify insurance carriers, link carriers to a patient, create and edit claims, post bulk payments, generate reports, and perform insurance related adjustments. (50 minutes)
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OrthoTrac: Working with Letters and Envelopes Class Playback (ARCHIVED 8/26/19) - This beginning-level playback is designed for all team members and provides instruction on working with letters and envelopes in CS OrthoTrac software. By the end of this class, you should be able to post and print letters, and print envelopes. (9 minutes)
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OrthoTrac: Working with Treatment Plans Recorded Class - This recorded class is designed for all orthodontic team members working with treatment plan templates in OrthoTrac practice management software. By the end of this class, you should be able to add a treatment plan, apply a treatment plan to a patient, and activate a treatment plan. (11 minutes)
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OrthoTrac: Zuelke Financial Module Learning Resource List - This one-page learning resource list is designed for all team members using the Zuelke Financial Module in OrthoTrac software. It defines the content developed for the Zuelke Module.
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Zuelke Module: Getting Started Job Aid - This two-page job aid is for all team members and provides tips for getting started with the Zuelke Financial Module in CS OrthoTrac software.
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Zuelke Module: Practice Monitor Recorded Class - This recorded class is designed for all team members and provides instruction on the Practice Monitor in the Zuelke Financial Module within CS OrthoTrac software. By the end of this class, you should be able to run and read the Practice Monitor. (12 minutes)
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Zuelke Module: Referral Source Monitor Recorded Class - This recorded class is designed for all team members and provides instruction on the Referral Source Monitor in the Zuelke Financial Module within CS OrthoTrac software. By the end of this class, you should be able to run and read the Referral Source Monitor. (7 min)
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Zuelke Module: Setting Up Your Software Handout - This fifteen-page handout is designed for all team members and provides information on setting up your software to use the Zuelke Financial Module within CS OrthoTrac practice management software. This document includes a table of Zuelke Module definitions and step-by-step instructions for setting up security rights, accessing the module in the software, configuring the Setup and Functions tabs, installing Zuelke letters, and removing promises. It also includes a few tips that can assist in your setup.
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Zuelke Module: Setting up Your Software Handout. - This sixteen-page handout is designed for all team members and provides information on setting up your software to use the Zuelke Financial Module within CS OrthoTrac practice management software. This document includes a table of Zuelke Module definitions and step-by-step instructions for setting up security rights, accessing the module in the software, configuring the Setup and Functions tabs, installing Zuelke letters, and removing promises. It also includes a few tips that can assist in your setup.
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Zuelke Module: Setting Up Your Software Recorded Class - This recorded class is designed for all team members and provides instruction on setting up your software to use the Zuelke Financial Module within CS OrthoTrac software. By the end of this class, you should be able to run and read the Adjustments report and the Accounts Receivable report; and view archived reports. (17min)
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Zuelke Module: Using Zuelke Letters Job Aid - This two-page job aid is designed for all team members and provides information about using Zuelke letters within CS OrthoTrac practice management software. This document provides a table of Zuelke letter descriptions and indicates which letters need to be edited before being sent to patients.
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Zuelke Module: Using Zuelke Letters Job Aid - This two-page job aid is designed for all team members and provides information about using Zuelke letters within CS OrthoTrac practice management software. This document provides a table of Zuelke letter descriptions and indicates which letters need to be edited before being sent to patients.
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Zuelke Module: Zuelke Letters Recorded Class - This recorded class is designed for all team members and provides instruction on using Zuelke letters within the Zuelke Financial Module of CS OrthoTrac practice management software. By the end of this class, you should be able to install Zuelke Letters, understand when to use Zuelke Letters, and be able to edit and save Zuelke Letters. (20 min)
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