Billing

• Creates professional invoices, superbills and CMS-1500s (HCFA-1500s) using the new CMS Form and National Provider Indentifier (NPI) numbers
• Complete electronic billing solution: create and track batches of insurance claims and upload them to a clearing house
• Consolidates insurance information for easy reference and billing
• Auto-fills invoices with patient information, common procedures and codes, insurance information; tallies balances
• Tracks invoices until they are paid, displays aging reports, and sorts clients by outstanding balance
• Improved payment on account process handles lump sum payments, insurance co-pays, multiple payments and adjustments. Intuitive entry, a printed receipt and report of invoices paid by a payment on account.
• Easy-to-enter payments from insurance companies for a number of invoices
• Group clients into families for distributing payments
• Recently updated Procedure and Diagnosis codes with easier sorting and searching
• Print CMS-1500's on blank paper or pre-printed forms.
• Option to tax Procedures where required
• Simple Check Register:
  • Record all payments: checks and bank fees
  • Record all deposits: checks, cash, credit cards, electronic bank interest
  • Print deposits slips
  • Reconcile monthly bank & credit card statements and print reports

Client Records

• Stores client personal information: addresses, phone numbers, email, age, occupation, etc.
• Sorts clients efficiently, using more than 20 different criteria, including Client ID/ Folder #
• Collects thorough medical histories, past conditions, allergies, hospitalizations
• Stores S.O.A.P. notes: chief complaint, pulses (s,m,d), points needled, herbs prescribed, photos, etc. for easy review
• Easy-to-copy SOAP notes from a previous visit
• Add multiple SOAP notes to an invoice
• Prints S.O.A.P. note reports for dates or clients that you select
• Tracks "No Shows", “Cancellations”, client birthdays, and more
• Stores a photo of each client
• Consent to Treatment form
• HIPAA-compliant Privacy Practices, Receipt of Privacy Practices, and Authorization to Release Health Information forms
• Set a default invoice type and practitioner for speedy data entry

Scheduling

• Intuitive calendar interface lets you view your schedule by day, week or month
• Multiple practitioners & multiple rooms for all appointments
• Sends automatic appointment confirmations via email with a link to a map and directions
• Allows you to schedule recurring appointments in one easy operation
• Smart interface--type a partial client name, the program will fill in the rest
• Allows you to incorporate reminders for personal appointments in your workday schedule

Inventory

• Efficiently tracks your herbs, supplements and other supplies
• Vendors: contact information for all vendors of herbs, practice and office supplies; view all products by vendor
• Automatically adjusts inventory totals as you sell or replenish product
• Re-order alerts let you know when it's time to replenish your stock
• Log tracks all inventory adjustments
• Allows you to distinguish between taxable and nontaxable items

Marketing

• Generates customizable welcome letters, referral thank you letters, and birthday greetings
• Prints mailing labels and envelopes for Clients, Vendors or insurers using up to 20 adjustable criteria
• Sends individual or mass emails right from within the program
• Automatically dials client phone numbers with a click of the mouse

Secure and Easy-to-Use

• Improved speed throughout
• Simple browser-like navigation, using “Back, “Forward” and hyperlinks
• Logical toolbar with intuitive icons
• Windows or Mac
• Includes password protection and automatic data backup for security
• Printer friendly formats for all data screens
• Confidentiality Notice on all emails
• Easy-to Restore Backup

Reports

• Expanded financial reports: sales tax, cost of goods sold, financial summary, payment log
• Detailed configuarable transaction report - Get summary of income, sales tax, discounts by date range, practitioner, and/or client
• Unpaid Invoices, Unfiled Claims, Office Visits with No Invoice, etc.
• Deposit Slips, Credit Card Deposits
• Print statement of account for clients showing charges and payments
• Print Multiple SOAP notes, upcoming appointments
• Cost of Goods Sold, Inventory List, Inventory by Vendor, Items to Reorder

How do I upgrade from a previous version?