Universal Office Training

New to Universal Office? Whether you’re a receptionist or office administrator, this is the best place to start with your training. Learn a how-to on all the basics – including patient intake and scheduling, the Patient Manager and Appointment Book. By the time you finish this course, you’ll know how to book appointments quickly, create new patient records, attach files, record correspondence, charge for visits, issue private invoices, and record payments.

This package is the best option for new subscribers and for Universal Office newbies.

In this course, learn how to:

• Create a patient record
• Search patients, print intake forms and fax cover pages
• Attach electronic files
• Record correspondence and trigger reminders
• Schedule and search appointments
• Bill visits, create invoices, receive payments and issue receipts

An advanced course for the advanced Universal Office user, those who complete this course will be able to configure and modify advanced settings, further customize the system to your facility, create and modify provider schedules, and navigate your way through statistical and financial reports.

In this course, learn how to:

• Configure facility settings such as:
  • Create and manage staff and resources
  • Create and manage activities and products
  • Update facility information and branding
  • Manage users and roles
  • Manage service and injury codes
  • Manage departments
• Create and manage provider schedules
• Create and manage presets for claim forms and other types of documents
• Generate financial and statistical reports, access the online template library, and organize, import and export reports

For all the billing and collection clerks out there, we know your time is valuable. From issuing invoices to reconciling payment and generating collection reports, this course will help you enrich your toolbox – allowing you to invoice and collect faster than ever.

In this course, learn how to:

• Invoice with and without treatment plans
• Add and modify charges
• Issue private, Slip & Fall, EHC Invoices
• Issue WSIB invoices
• Issue and submit OCF-21 B and C to HCAI
• Batch billing
• Print billing statements
• Reconcile payments
• Generate outstanding and collections reports
• Monitor HCAI submissions and adjuster responses

You’re a healthcare provider, and we know that means more than treating patients. It also means you are overloaded with paperwork. Unload those stacks of paper with this course, where you’ll learn to easily locate patient records, find ICD-10-CA injury codes and quickly add them to the patient record, complete OCF-18s and OCF-23s with the click of a mouse, attach important patient imaging and documentation, and create medical documents such as assessments and progress reports using predefined templates.

In this course, learn how to:

• Find patients and navigate patient cases
• Add and update injury codes
• Complete an OCF-18
• Complete an OCF-23
• Complete an OCF-3 and OCF-24
• Create medical documents and SOAP notes
• Attach files
• Record correspondence and trigger reminders

If you’re looking for a better way to track MIG blocks for patients undergoing treatment under the Minor Injury Guideline, there’s no better way to do it than with this course. After completing this training, planning every MIG block and seeing it through to the end without having to manually monitor individual visits will be a piece of cake.

In this course, learn how to:

• Create and submit Treatment Confirmation Forms (OCF-23)
• Add and modify MIG Block Plans
• Schedule and bill visits
• Create and submit OCF-21 Cs
• Reconcile payments for MVA-only patients and for MVA patients with EHC coverage

Wish you could take the guesswork out of tracking down the remaining quantity of proposed treatments on OCF-18? With Universal Office, you can. And after this course, you’ll know how to automate the process of counting down proposed services on a plan and look up lists of patients (with exhausting treatments) who are due for reassessment.

In this course, learn how to:

• Create and submit Treatment and Assessment Plans (OCF-18)
• Schedule and bill visits
• Create and submit OCF-21 Bs
• Reconcile payments for MVA-only patients and for MVA patients with EHC coverage

Patients with coverage for paramedical services under private insurance either through employer, school, or self-insured are part of almost every practice’s “portfolio”. Managing extended health benefits can be a tedious task and, at the same time, a great benefit for patients. Simplify it by taking this course – where you’ll learn to record the extended health coverage details to patient files, capture benefit schedules, and complete and store Extended Health claim forms.

As a result of all this work, you can reap the benefits of having powerful statistics on hand to boost your marketing efforts.

In this course, learn how to:

• Record policy information
• Capture benefits schedules
• Create a treatment plan
• Schedule and bill visits
• Complete Extended Health claim forms
• Issue invoices and reconcile payments
• Extract statistics
• Renew benefits schedules

If you’re determined to solve the challenge of tracking and billing treatments provided under WSIB Program of Care (POC), this course has the answers. Get ready to create WSIB plans that will help you track the 12-week treatment and the POC, and complete other WSIB claim forms.

In this course, learn how to:

• Create 12-week treatment plans
• Schedule and bill visits
• Complete WSIB claim forms
• Issue service invoices
• Create POC treatment plans
• Issue POC invoices
• Reconcile payments

Staying in touch with your patients is crucial to your practice, which is why this course is a must. Know how to configure patient appointment notifications, follow-ups, birthday wishes, and send timetables to your providers for the next day. Send mass emails and text messages to let your patients know about changes in your office hours or moving plans. And bonus, learn how to sync your patient emails with your MailChimp account!

In this course, learn how to:

• Configure eBroadcast settings
• Add and manage email notifications
• Manage SMS notifications
• Create and manage SMS and email broadcasts and templates
• Review the outgoing mail log