Josie Fidalgo

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Activity overview

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

    Client Query

    The client query has many uses - it can give you a simple list of all the patients in your organization (as well as their demographic information), it can be used to gather emails to export to your...

  • Josie Fidalgo created an article,

    Telus: Fee Codes

    Here is a list of the most commonly used fee codes: 1.xx.12.JJ - Treatment/Intervention Massage, using external manual technique (Assessments/Treatments) 1.ZX.10.HA - Acupuncture, multiple body sit...

  • Josie Fidalgo created an article,

    Assigning Compensation when Charging an Appointment/Product

    Users can now assign compensation to providers through the Charge Procedure window. This article will walk you through the process and also show you how to run a report to see who the appointment p...

  • Josie Fidalgo 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 Fidalgo 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 Fidalgo 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 Fidalgo 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 Fidalgo 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 Fidalgo 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 Fidalgo 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 ...