Josie Borsellino

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Activity overview

Latest activity by Josie Borsellino
  • Josie Borsellino created an article,

    Booking an Appointment (PencilThat)

    To book an appointment through PencilThat use the second link provided in your invite -  Log in to your account: Once you are logged in you'll see any upcoming...

  • Josie Borsellino created an article,

    Completing the End of Day

    Once you have completed all 5 steps and selected next or done, InnoCare will ask if you would like to print the EOD report. Select yes - a preview of this report will pop up. It is not recommended ...

  • Josie Borsellino created an article,

    Financial Summary

    The final report to view is the Financial Summary. This report will show all transactions that have been added to InnoCare and the status of the transactions. For OHIP, you can use this report to m...

  • Josie Borsellino created an article,

    Payment Summary

    Now that all the charges have been confirmed, we move on to the Payment Summary. The payment summary will give us a breakdown of all payments that were accepted throughout the day. Any discrepancie...

  • Josie Borsellino created an article,

    Attendance Summary

    The attendance summary is the third step in the EOD process. This report is used to keep track of the statuses of your patients. Once the status of each patient is confirmed we need to ensure thos...

  • Josie Borsellino created an article,

    Clients with no future appointments

    The clients with no future appointments report outlines all active patients without a future appointment who has attended within the last 60 days. This report shows the: patients first name patien...

  • Josie Borsellino created an article,

    Incomplete Mandatory Fields

    Before you begin, you will want to ensure you are reviewing the correct date. Select the next arrow to begin the process - the first step in completing your EOD is the incomplete mandatory fields ...

  • Josie Borsellino created an article,

    End of Day Overview

    Your End of Day procedure is completed each night to review and ensure all transactions entered into InnoCare Software match what actually occurred during the work day. The EOD process double check...

  • Josie Borsellino created an article,

    System Setup Tab

    This article will give you a brief description of what each category and subcategory under the System Setup tab means. Billing Payment Types - this is where you would go to add any new payment type...

  • Josie Borsellino created an article,

    Modify Availability for Pencil That

    Once you've set up Pencil That in InnoCare Software, you'll want to set the availability of your appointments.  Right-click in the schedule  Select Modify Availability You can either select for al...