Applicable only to Manitoba Chiropractors

Affects how items appear in MPI print batch invoices

Affects how items appear in WCB print batch invoices

Enter the total number of appointments allowed per year.

Allow for payments to be made using the patient portal.
This will assume you have set up a third party payment gateway.

Setting this to 'Yes' will email the patient a 'Pay Online' request 24 hours after their appointment is completed and invoiced if still outstanding.

The Loyalty Program Module in the Module tab must be enabled to use this feature.

Enter an amount that will be used to multiply against the dollar value invoiced.

Enable this to have the ability to create an invoice for multiple patients at once using the Patient Advanced Search filters.

Enter one or more Products or Service's item number (separated by comma) to dictate what the invoices will include when being mass invoiced.

Enter a Default Frame you will frequently use.
This is the Item # you set up under Settings, Products & Services.

Enter a Default Lens # you will frequently use.
This is the Item # you set up under Settings, Products & Services.

Enable the patient's Chart # to display when billing an appointment

Select from the drop-down menu which available payment type will be selected by default when paying an invoice.

Set to 'Yes' if you are using a 3rd-party Payment Gateways wherein data is saved and encrypted. The encrypted details will be found in the Patient Profile > Accounting tab.

This message will be sent to a patient as a reminder of their upcoming appointment by text message. Text messages can only be 160 characters in length, including any content tags' results involved. Otherwise, the message will fail and not be sent through. This includes spaces and any other special characters.

TIP: You may want to enter 'DO NOT REPLY' to prevent patients from cancelling appointments using this method.

This is the earliest time when text message reminders are sent to patients.

These dynamic tags act as 'shortcuts' to specified clinic, patient or appointment data. Entering these tags exactly as displayed into the Reminder Text Message field will replace with their corresponding information when received by the patient.

When enabled, this will save emails composed and sent through the webmail system to the appropriate patient's profile email in the correspondence tab.

When enabled, this will save emails that have been opened and read in the webmail system to the appropriate patient's profile email in the correspondence tab.

This message will appear after the appointment details in the email. This may include information such as your cancellation policy, what to bring to the appointment, the times your clinic is open, etc.

Note: This content is also added to an 'Accepted Appointment Request'.

This message will be sent when you approve an appointment request a patient has made through the portal. When accepting the appointment request you are still able to add customized comments specific to the request.

This message will be sent when you decline an appointment request a patient has made through the portal. When declining the appointment request you are still able to add customized comments specific to the request.

This message will be sent along with an invoice when emailed to the patient using the function on appointment checkout.

This message will be sent along with an email sent to the patient requesting for online payment using the patient portal.

This message will be emailed to the patient if their invoice is voided.

This message will be sent to a patient along with an activation link to confirm their patient portal account.

This message will be sent as an invitation for the patient with a link directly to the patient portal.

Once enabled, complete the 'Token' and 'Secret' fields based on the information provided within your Phyzio account.

Adjust the 'Payable To' drop-down menu to reflect the recipient of all claims being sent through. Set 'Chiro Physio Product Codes' and 'Vision Care Product Codes' to 'Yes' depending on your clinic practice.

Enable if your clinic will be creating treatment plans and communicating with HCAI.

Enable if you have purchased (or will be purchasing) FOTO, an outcomes management system for risk-adjusted, benchmarked reporting and quality management.

Enable if your clinic will be creating treatment plans and communicating with HCAI.

Enable if your clinic will be utilizing the Alberta Health Care Insurance Plan (AHCIP) and submitting claims through HLink.

Enable if you have purchased (or will be purchasing) either Stripe or Moneris and will be integrating with Juvonno.

Select from the drop-down menu which clinic (in a multi-clinic setup) is to be selected by default when a new patient is created or imported.
Note: There is an option to select 'No Default'.

Select whether or not new or imported patients have chart numbers (also known as Patient IDs) assigned to their profile automatically (Ascending Numerically).

Select whether or not the clinic will utilize transient numbers, which can be used in place of chart numbers.

Enable the option to copy details from the last chart made for a patient.
Practitioners will only be able to copy from their own previously created charts.

Select where the Details area appears when completing or viewing charts.

Select whether medical profiles are editable when completing charts.

This is enabled or disabled within the Modules tab

Enable OCF Links if submitting treatment plans to HCAI

This displays a 'Descriptor' field in a patient's insurance details.
A Descriptor can be used as a 'nickname' that replaces the insurance company name when billing appointments or during the checkout process.

Descriptor Example: Sunlife Primary Insurance or GWL Secondary

Select whether or not all sections of an insurance's details are visible by default. Otherwise, only the Policy Rules and Rules are visible, with the remaining sections closed and viewable when necessary.

Enter a percentage (0-100) that will display by default when adding an insurance to a patient's profile. Percentages can be edited per insurance.

If using Telus to submit claims directly this should be set to 100%.

Enable this to allow the merging function of patient profiles.

Enable this to allow the cloning function of patient profiles.

This is best utilized when adding in family members, as only a minimal amount of fields need to be edited rather than entering all details from scratch.