SmartDoc Steps to help make your office paperless

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SmartDoc- Steps to help make your office paperless

• What is SmartDoc?
• Document storage- allows you to add, create and
  save documents in EagleSoft.
• Saved as part of the patient record
• What file formats can I use to save in SmartDoc?
• PDF (adobe)- saved as a Read-only document
• JPG (image format)- saved as a Read-only document
• Microsoft Word (DOC file) (MS Office 2000 or
  higher)
• Microsoft Excel (XLS file)
• Microsoft Front Page (HTML file)
• Microsoft Power Point (import only)

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SmartDoc- Steps to help make your office paperless

• Areas of program that SmartDoc files can be
  saved
• Patient- right click menus throughout the program
• Provider
• Insurance Company
• Practice
• Laboratory
• Referral Recipient
• Can be added to your Toolbars
• Available options to pull items into SmartDoc
• Import
• Auto Save
• Send reports to
• Scan
• Move image from Advanced Imaging to SmartDoc

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SmartDoc- Steps to help make your office paperless

• Available options to pull items out of SmartDoc
• Export
• Email
• Transfer to a different patient
• Delete- if no signature attached
• Ability to create documents groups for easier
  viewing and better organization

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SmartDoc- Steps to help make your office paperless

• SmartDoc preferences-
• Create automatically from the following
  processes
• Statements- stored on the Responsible Party
• Letters
• Recall Letters
• EOD Reports
• EOM Reports
• EOY Reports
• Walkout Statement
• Medical History- ability to capture signature
• Payment Plan Contract- ability to capture
  signature and witness signature
• Treatment Plan Print- ability to capture
  signature
• Informed Consent- ability to capture signature
  and witness signature
• Quick Reports
• Requires a supported signature pad at each
  workstation where signatures will be
  acquired

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SmartDoc- Steps to help make your office paperless

• Saving documents with signatures
• Forms that can be saved with the patient
  signature will be saved as a read-only file
• Once the signature is acquired the document
  cannot be edited or deleted
• Ability to merge data in a batch within
• InContact
• Recall Wizard
• Money Finder
• Various Reports
• Patients Referred Out
• Patient Master Report
• Insurance Company Master
• Delinquent Accounts

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SmartDoc- Steps to help make your office paperless

• Ability to merge images
• Accessible when using
• Microsoft Word (.doc)
• Microsoft Excel (.xls)
• Microsoft Power Point (.ppt)
• Ability save custom image printouts to SmartDoc
• Setup preference under file/preferences/images