Front Office

Training Overview

Front Office users generally will be trained using the iScheduler, eDocuments, and various areas of the My Task List. The following areas are expected to be understood in order for a successful Go-Live: 

iScheduler Overview

  1. Add a New Patient: Video | Guide
    • Users will learn how to add a new patient to the database. 
  2. General Scheduling: Video | Guide
    • Users will learn the best practices for scheduling an appointment within the system. 
  3. Appointment Statuses: Video | Guide
    • Users will understand how to navigate to the different appointment statuses within the appointment. 
  4. Check-in: Video | Guide
    • Users will learn how to check-in a patient appointment.
  5. Check-out: Video | Guide
    • Users will learn how to check-out a patient appointment.
  6. iScheduler Toolbar Video | Guide
  7. Resource view vs. Group: Video | Guide
  8. Comments and Alerts: Video | Guide
    • Users will learn how to add new comments and pop-up alerts.

MyMedicalLocker Overview

  1. Connecting a Patient (Create & Connect)Video | Guide
    • Users will learn how to create and connect a patient to the Patient Portal all at once. 
  2. Connecting a Patient (Generate Connection Key)Video | Guide
    • Users will learn how to provide a connection key to allow the patient to connect themselves to the Patient Portal.
  3. Intake Schedule (iPad process): Video | Guide
    • Users will learn how to use an iPad to collect paperwork electronically, as part of the Intelligent Intake process. 
  4. Reviewing the Intake Paperwork: Video | Guide
    • Users will learn how to review the electronic paperwork within the system. 

eDocuments Overview

  1. eFaxing: Video | Guide
    • Users will learn how to electronically fax an eDocument from the system. 
  2. eFaxing (Specifically Letters): Video | Guide
    • Users will learn how to send a fax from the Letters chart tab.
  3. Scanning and Importing: Video | Guide
    • Users will learn how to efficiently scan documents and import documents in the eDocuments portal. 
  4. Assigning for Review: Video | Guide
    • Users will learn how to send an eDocument to another user.

My Task List Overview

  1. Sending Communications: Video | Guide
    • Users will learn how to send an inner-office message/task to other users. 
  2. Communications List: Video | Guide
    • Users will learn how to navigate the Communication inbox within the My Task List.
  3. Orders List: Video | Guide
  4. Patient Portal: Video | Guide

Reports

  1. Print Management: Video | Guide
    • Learn how to print patient letters or signed notes in mass.
  2. Receipt Analysis (Close of Day Reports): Video | Guide
    • Learn how to run the end of day reports using the Receipt Analysis tool