Knowledge Base
The Knowledge Base is a repository for articles on all abilities and topics. MacPractice recommends starting with the Guided Learning category when researching a topic, for an easy-to-follow layout of relevant articles.
Add-On Features
- AutoRemind Portal Basics
- AuthPayX
- AutoRemind - Overview
- AutoRemind - Setup
- AutoRemind - Use
- AutoRemind - Manager
Attachments
- Attachments by Filename
- Attachments - Navigating Pages
- Attachments - Attached File Popup
- Attachments - Transmit to HIE
- Attachments - Incident Menu
- Attachments - Attachment Status
Clinical
Clipboard & Check In
- Clipboard - First Login
- Clipboard - Form Library
- Clipboard - Completion
- Clipboard - Patient Review
- Clipboard - Intake Forms
- Clipboard - HIPAA Information and Consent Form
Dental Charting
- ★ Perio - Glossary
- Charting Menu (Remove) - Charting on an Extracted Tooth
- Charting Menu - All
- Charting Menu - Annotate
- Charting Menu - Bridge/FPD
- Charting Menu - Caries/Defective Restoration
Digital Radiography & Imaging
- ★ DR & Imaging - CAPTURE Workflow
- DR And Imaging - Archiving, deleting, and retrieving Images/visits
- DR & Imaging - CAPTURE 1 - Create a Patient Visit
- DR & Imaging - CAPTURE 2 - Add Visit Details
- DR & Imaging - CAPTURE 3 - Position the Sensor
- DR & Imaging - CAPTURE 4 - Taking the Images
eClaims & ERAs
- Adding a CLIA Number on eClaims
- eClaims - How Do I Use Payer ID's?
- eClaims - Medical/Dental Claims
- eClaims - Worker's Compensation Claims
- eClaims - Claim Table
- eClaims - Detail Panel
EHR
- EHR - Clinical Summary
- EHR - Incidents
- EHR - Create a Patient Form
- EHR - Pull Data
- EHR - Edit a Patient Form
- EHR - Form View
EMR, EDR & Kiosk
- EMR & EDR - Enable EMR or EDR
- EMR & EDR - Sidebar
- EMR & EDR - Categorize Templates
- EMR & EDR - Generate a Patient Form
- EMR & EDR - Navigation Menu
- EMR & EDR - Form Table View
General Navigation
- ★ Glossary
- USB Camera
- General Navigation - Imported Items
- General Navigation - Merge Fields Button
- General Navigation - Small Calendar Button
- General Navigation - Camera Button
iEHR
- iEHR - iOS Security
- iEHR - First Login
- iEHR - Schedule View
- iEHR - Alerts
- iEHR - Navigation
- iEHR - Question Mark Button
Installation, Updates, Login & Backups
- Backup Guide - Backup Scheme
- Backup Guide - Creating Manual and Automatic Backups
- Backup Guide - Encrypting Your Backups
- Backup Guide - Operating System Groups
- Backup Guide - Restore a Backup
- Installation - Connecting the Client and Server
Inventory
- Inventory - Current Stock Value Report
- Inventory - Creating an Inventory List
- Inventory - Transactions
- Inventory - Scanning
- Inventory - Creating Inventory Orders
- Inventory - Overview
iPad & Web Applications
- iPhone Interface - Preferences
- iPhone Interface - Security
- iPhone Interface - Referrals References
- iPhone Interface - Reports
- iPhone Interface - Appointments
- iPhone Interface - Referral
Labs & HL7 Messaging
Ledger & Claims
- Ledger - Payment Receipts
- Cross Coding
- Ledger - Print Menu - Print Insurance Tracer
- Charge Window - To Date
- Treatment Plan - Status
- Treatment Plan - Deleting a Treatment Plan
Managers
- ★ Database Utilities and What They Do
- ★ Commonly Used Database Utilities
- Manager - Codes Manager
- Managers - Bulk Insurance Payments
- Canadian Codes Manager
- Charting Code Map
Medicare and Medicaid Programs
- Measure Calculation Adjustments
- Measure Calculation Report - View, Download, Transmit
- Measure Calculation Report - CPOE Measure
- Measure Calculation Report - Electronic Prescribing Measure
- Measure Calculation Report - Medication Reconciliation Measure
- Measure Calculation Report - Patient Education Measure
Notes & Paper Forms
- Forms - Anatomy of a Statement
- Forms - Statement Forms
- Forms - Care Slips and Encounter Forms
- Forms - Form Builder
- Forms - Basics
- Notes - Preferences
Optical
- Optical - Extracting the Heidelberg Bridge to the PC
- Optical - PC Setup
- Optical - Using VMWare
- Optical - Using Parallels
- Optical - Installing the Heidelberg Bridge
- Optical - Heidelberg Eye Explorer Bridging Instructions
Orders
- Orders - Orders Settings and Fields
- Orders - Filters and Queue
- Orders - Labs
- Orders - HL7 Imported Transactions
- Orders - Careslip Charges
- Orders - Order Types
Patients
- Patient Ability - Clinical Tab (Gen 9/10)
- Patients Ability - Clinical Tab (For pre-Gen 9)
- Patients Sidebar - Patients Node
- Patients Sidebar - Archiving and Deleting Records
- Patients Sidebar - Default Record
- Patients Sidebar - Adding a New Patient
Portal
- Portal - Summary Tab
- Portal - Messages
- Portal - Schedule an Appointment Online
- Portal - Request Appointment without Online Scheduling
- Portal - Register with Online EHR Forms
- Portal - Health Records
Preferences
- Ledger Preference - Sort Ledger Transactions by Posted Date vs. Procedure Date
- Preferences - Abilities
- Preferences - Attachments
- Preferences - AutoRemind
- Preferences - Claims
- Preferences - Clipboard
References
- References - Bank Accounts
- References - Recalls
- References - Incident Type
- References - User Group Privileges
- References - Configuring Patient Education Resources
- References - Overview
Reports
- ★ Report Overview
- Accounting/Financial Report - Accounts By Financial Status
- Accounting/Financial Report - Accounts Receivable
- Accounting/Financial Report - Day Month Year
- Accounting/Financial Report - Earned Receipts
- Accounting/Financial Report - Gross Receipts
Rx & ePrescribe
- ePrescribe - Compose Rx / Med Entry
- ePrescribe - Drug Sets / Compounds
- ePrescribe - Electronic Renewal Requests
- ePrescribe - EPCS (Exostar)
- ePrescribe - Prescribing Outside of the United States
- ePrescribe - Pt. Details / Diagnoses
Schedule
- Schedule - Right Click Menu
- Schedule - Calendar Node
- Schedule - Calendar Node Setting a Goal
- Schedule - Resources Node
- Schedule - Offices Node
- Schedule - New Patients Node
Security & Networking
- WAMP Indicator
- Networking - Server
- Networking - IP Address
- Networking - Internal Networking
- Networking - Client
- Networking - External Static and Dynamic IPs
Time Clock
- Time Clock - Adding Records
- Time Clock - Clocking In, Out, or On Break
- Time Clock - Configuration
- Time Clock - Employee Reports
- Time Clock - Entries Window
- Time Clock - In Out Report