User Guide
Setup
- Downloading InnoCare Software
- System Setup Tab
- Setup Compensation
- Organizational Details
- Two Factor Authentication
- Appointment Book Layout/View Options
Usage
- Create Client (Patient)
- Searching Clients
- Opening Recent Clients
- Book an Appointment
- Booking a Recurring Appointment
- Editing An Appointment/Changing Appointment Type
Appointment Book Display
- Practitioner Icons
- Select Which Practitioners are Displayed and Their Order
- Select Viewable Days
- Select Start and End Time
- View Appointment History
- Blocking availability - Making time for Meetings/Holidays/Clinic Closures
Payments
- Post Claim Payment in the Patient Profile
- Post a Payment
- Post a Payment with Multiple Payment Methods
- Apply/Unapply Payment from the Patient Profile
- Split Payments by Charge
- Backdating a payment
End of Day
- End of Day Overview
- Incomplete Mandatory Fields
- Clients with no future appointments
- Attendance Summary
- Payment Summary
- Financial Summary
Documents
Labels and Colors
Reporting
- Price Adjustment Report
- Client Query
- Extract Layout/Jasper Print Errors
- Gross Potential Income with Taxes Report
- Balance Query (Advanced Settings)
- Balance Query (Basic Settings)