I have developed training that covers a wide variety of topics. You determine which features will be of most importance and your training will be structured accordingly. The training venue you choose - on-site, on-line or a seminar – and your needs will help dictate your topic selection.
| Staff Training |
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| • Client Information Display/client setup |
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• Moving Patients/Med History |
• Choosing Clients & Patients
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• Documents (i.e. Pre-anes consent) |
• Entering Clients & Patients
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• OTC Clients |
| • Entering Medical History |
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• Med History View Tabs |
| • Instant Invoicing |
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• Patient Check In |
| • Adding & Changing Payments |
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• Declining Tx |
| • Maximizing the Appointment Calendar |
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• Using Time Clock |
| • Invoice through the Boarding Calendar |
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• Patient Specific Reminders |
| • Prescription Drug Labels |
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• Returned items |
• Customized Labels
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• Alert Message boxes |
• Creating Follow Up List (call backs)
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• Whogot List |
• EOD Reports/Closing report balancing
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• Backing Up |
• Creating Estimates
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• Utilizing the Whiteboard/Census |
• Vaccine History
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• Cleaning up breed & color list |
| • Purchase Orders |
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| Administrative Training Topics |
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| • Setting up & maintaining Users/Security |
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• Capturing Patient Photos |
| • Hospital Setup & Advanced Options Tab |
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• Capturing Treatment & Surgery Photos |
| • System Tables |
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• Time Clock |
| • Working with Estimates |
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• The Q & A Assistant |
| • Setting up Treatments |
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• Marking up Tx/Inv prices |
| • Treatment Groups |
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• Report Codes |
| • Linking Tx |
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• Income & Sales Tracking |
| • Setting up Inventory |
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• Breed/Color Table Cleanup |
| • Inventory Management |
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• Invoice Instructions (Shift F5) |
| • Inventory Audits |
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• Automatic Controlled Substance Log |
• Printing overdue A/R & Statements
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• Dr. Instructions (aftercare instructions) |
| • Documents |
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• Specific Invoice Instructions |
| • The Follow Up List |
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• Sorting Tx/Inv lists |
| • Setting up Reminders |
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• Printing Tx/Inv Travel Sheets/Lists |
| • Creating your own information fields |
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• Apply discounts to prices |
• Entering Lab results on treatments
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• Automatic Client discounting |
| • Specialized logs: X-rays, Surgery, etc. |
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• Practice Analysis |
| • Installing Updates/Utility programs |
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• QuickBooks integration |
| • SOAP - Medical Condition Records |
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• Antech & Idexx Lab integration |
| • Information Search |
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• In House Lab Machine integration |
| • Creating Customized Reports |
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• Sidekick: a mobile laptop for field use |
| • Analyze your client demographics |
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• Going Paperless |
| • Marketing your practice |
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• Puppy & Kitten Wellness Packages |
| • Alerts |
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