Course curriculum

  • 1

    Introduction

    • Welcome To EZDERM!

    • Signing into EZDERM

    • Creating A Test Patient on the PMS and EHR

    • Contacting Support
  • 2

    Full Suite Overview

    • EZDERM Full Suite Overview
  • 3

    Scheduling

    • Schedule Default Settings

    • Appointment Types

    • Appointment Series

    • Clinic Notes

    • Appointment Reminders

    • Creating New Patients & Appointments (Practice Management System)

    • First Available Appointment

    • Resource Schedule Only

    • Online Schedule Module

    • Online Scheduling Module: How it Works

    • Online Scheduling Module : Set Up

    • To-Do PMS
  • 4

    Patient Chart

    • Patient Chart Details

    • Adding Related Persons, Emergency Contact, HIPAA Contact

    • Review Quiz

    • Insurance Profile and Prior Authorizations

    • Insurance Policy Type Reference Guide

    • Understanding Insurance and Patient Benefits

    • Insurance Quiz

    • Financials/Patient Payment

    • To-Do EHR

    • RX Favorite Pharmacy PMS

    • RX Sent Report

    • RX History
  • 5

    Sadio(Patient Portal)

    • Setting up Sadio Account/Documentation

    • Sharing Documents via the EHR

    • Sharing Documents via PMS

    • Viewing Documents on Sadio

    • Sadio For Patients with 2FA
  • 6

    EZ Check In App

    • EZ Check In App

    • Setting up EZ Check In App

    • EZ Link

    • EZ Checkin Online
  • 7

    Check Out

    • Check Out

    • Editing Amounts in Check Out

    • Financials

    • Payment Transfer

    • Scheduling a Follow Up

    • Cart Details

    • Check Out Quiz
  • 8

    Reports

    • Reports

    • End of Month Reports

    • Audit Log

    • Batch Coding Report

    • Coding Report

    • Payments Allocation Report

    • Marketing Leads

    • Adjustments Report

    • Dashboard Logic

    • EHR Custom Reports
  • 9

    Good Faith Estimate

    • Good Faith Estimate- Cost Estimator

    • Payment Calculator/Cost Estimator
  • 10

    Square

    • Getting Started-Initial Set Up

    • Collecting Payment from the Check Out tab

    • Credit Card On File PMS/EHR

    • Credit Card On File Payments

    • Credit Card On File EZ CHECKIN

    • Issuing Refunds on Square

    • Posting payments that are mailed/called in for Square users