2. Set Up for New User

• 2.1 How do I work with and add users?
• 2.2 Adding and working with doctors
• 2.3 How do I change my office preferences?
• 2.4 How do I set up sales tax?
• 2.5 Associate and surgeon set up
• 2.6 Vendor set up
• 2.7 Insurance set up
• 2.8 How do I install bar code fonts?
• 2.9 Checklist for new users

3. Patient Screen and Demographics

• 3.1 How do I add a new patient?
• 3.2 How do I add a new family member or link existing patients together as a family?
• 3.3 How do I add insurance to a patient record?
• 3.4 RX in the patient window
• 3.5 Family and Individual Balances in the Patient Window
• 3.6 Images (Supercontainer on older versions)
• 3.7 How do I track and thank referred patients?
• 3.8 How do I renew a patient's medication RX?
• 3.9 How do I use the OD Link entrance forms?
• 3.10 How do I use iPad for patient registration?
• 3.11 How do I find and combine duplicate patients?
• 3.12 How do I set up my ipad?
• 3.13 How do I use OD Link's Task System?
• 3.14 Assign a patient portal when making an appointment
• 3.15 Install Screensharing
• 3.16 Portal with Appointments only

4. Calendar and Appointments

• 4.1 How do I make an appointment?
• 4.2 How do I organize my schedule and appointment slots?
• 4.3 How do I confirm, delete, move, no show or arrive appointments?
• 4.4 How do I print the schedule and entrance forms from the calendar?
• 4.5 How do I know where the patient is in the office?
• 4.6 How do I duplicate a list of appointments?
• 4.7 How do I find, delete, or change a list of appointments?
• 4.8 How do I change the Dr or mark the Dr off in the calendar?
• 4.9 How do I duplicate a appointment time

5. Recall and Patient Communication

• 5.1 How do I send recalls?
• 5.2 How do I send and edit my email and text messages?
• 5.3 Overdue follow ups
• 5.4 How do I use Chatty two way texting in OD Link?
• 5.5 How do I use Chatty website?
• 5.6 How do I receive images with Chatty?
• 5.7 How do I send Chatty Bulk Messages?

6. Patient Portal

• 6.1 Patient Portal
• 6.2 OD Link Patient Portal
• 6.3 Pt Portal screen shots
• 6.4 Syncing Existing Patient Portal Records

7. Items (things you sell) and Fees

• 7.1 How do I change my prices?
• 7.2 How do I find, edit or add to my contact lens FEES?
• 7.3 How do I add progressive lenses?
• 7.4 How do I update or import ITEMS from the web link or email?
• 7.5 How do I add a brand new item/fee?
• 7.6 How do I use My Codes?
• 7.7 How do I customize my Add-On list?
• 7.8 Calendar this year vs next year

8. Transactions

• 8.1 How do I create a transaction?
• 8.2 How do I enter a contact lens code in transactions?
• 8.3 How do I order trial contact lenses for a patient?
• 8.4 How can the doctor recommend lens options?
• 8.5 How do I track orders?
• 8.6 How do I collect a payment and schedule a call back?
• 8.7 How do I record a refund on a transaction with a patient credit?
• 8.8 How do I transfer patient credit(s)?
• 8.9 How do I correct Rx errors: update an existing Transaction or switch to Rx2?
• 8.10 How do I summarize multiple receipts?
• 8.11 How do I run a daysheet at the end of the day?
• 8.12 How do I accept a single credit card payment for multiple patients?
• 8.13 How do I run credit cards with OD LInk?
• 8.14 How do I schedule and manage call backs?

9. Frame Inventory

• 9.1 How do I keep track of my frame inventory?
• 9.2 How do I find frame reports?
• 9.3 How do I add Frames using bar codes?

10. Insurance/Financial Information and Reports

• 10.1 How do I add a Claim?
• 10.2 How does the INSURANCE CREDIT work?
• 10.3 How do I send claims electronically?
• 10.4 How do I add a facility to a claim?
• 10.5 How do I use the Vision Insurance tool?
• 10.6 How do I post insurance payments?
• 10.7 How do I post insurance payments for multiple patients on one check?
• 10.8 How do I file DMERC insurance claims?
• 10.9 How do I submit PQRI for Medicare?
• 10.10 How do I find patient balance or bills to print, email or export?
• 10.11 How do I summarize adjustment data?
• 10.12 How do I evaluate profit and loss including material costs?
• 10.13 How do I track claims not paid?
• 10.14 How do I find claims submitted by month?
• 10.15 How much did I get paid by insurance?
• 10.16 How do I find total collected by provider?
• 10.17 How do I run a sales tax report?
• 10.18 PQRS 2016
• 10.19 How to successfully navigate MIPS with OD Link
• 10.20 How do I find claims by submit date or by paid date?
• 10.21 Biggest Spender

11. Exams (EMR)

• 11.1 How do I add an Exam and complete the EMR (EHR)?
• 11.2 How do I use exam templates in OD Link?
• 11.3 How do I customize my final Rx?
• 11.4 Medicare exams
• 11.5 How do I create an EXAM Report?
• 11.6 How do I modify my diagnosis list?
• 11.7 How do I create Exam Surgical Reports?
• 11.8 How do I prescribe medication in OD Link?
• 11.9 e-Prescribing
• 11.10 How do I track glaucoma?
• 11.11 How do I dictate in OD Link?
• 11.12 How do I password protect an exam report?
• 11.13 How do I make changes in the exam record and push them into the transaction?
• 11.14 How do I look at previous values in the exam file?
• 11.15 How do I customize my diagnose list?
• 11.16 How do I add a scanned signature to my RX?
• 11.17 How do I separate Eyewear history from Medical history?

12. Reports (non financial), Finding Records and Flagging Records

• 12.1 How do I find reports on what has been sold?
• 12.2 How do I create my own report?
• 12.3 How do I manually find data with no assigned reports?
• 12.4 How do I compare 99XXX codes with 92XXX codes?
• 12.5 How do I sort a patient list of a related table (labs, meds, allergies, or problems)?
• 12.6 How do I find patients who only got exams or only got materials?
• 12.7 How do I flag records or find flagged records?
• 12.8 How do I change the value of many records at once?
• 12.9 How do I run reports on the fly?
• 12.10 How do I omit records from a found set?
• 12.11 How do I isolate transactions that are part of a flagged set of patients?
• 12.12 How many patients?
• 12.13 How do I find transactions with exams only?

13. Integrating with other software

14. Time Clock

• 14.1 How do I punch in and out using the Time Clock?
• 14.2 How do I create reports for Employee Hours or edit a time record?

15. Other Topics

• 15.1 How do I open OD Link when there is no "Start OD Link" icon?
• 15.2 How do I set up Datamax barcode printer?
• 15.3 How do I change colors based on values?
• 15.4 HIPAA
• 15.5 Update to Rcopia 4. All changes are imported/copied from an updated PATIENT file

16. Tutiorals

• 16.1 Tutioral 1: patient > appointment > transaction > claim > EOB > payment
• 16.2 Tutorial 2: exam > bill > claim