1. technology and computing
2. software

Compulink University Course Directory
Welcome to Compulink University Learning Management System! This directory of pre-recorded courses has been designed to simplify and optimize your
training experience through Compulink University.
Courses are organized by Programs (listed in darker blue) with a series of steps (listed in light blue) which break the courses down into groups that should
be viewed together.
If you are a new Advantage User, training begins with the short “Welcome to Compulink” overviews that introduce you to each area of the software.
During new client Implementation, courses are paired with the one-on-one sessions you will complete with your trainer. This will help you to become
familiar with the software as you set up and prepare to go live with Compulink in your practice. As you work with your trainer, they will explain the
significance of each Program area so that you can direct your staff to courses related to their job role.
Listed below in the details are the programs you will access, as well as the course name, description, and duration of the course. Look for new courses
(NEW V11!) and updated courses (Updated V11!). This document lists Programs in the order that new Advantage clients are typically trained. Bookmarks
are available for quick alphabetical look-up of Programs, which is how they appear in the CU LMS Course Catalog.
Program: Welcome to Compulink Foundations Overviews
Overviews Version 11
Course Name
Overview 1: Review of Basic Software
Functionality NEW V11!
Overview 2: Patient Related Items and
Appointments NEW V11!
Overview 3: Inventory and Optical
Features NEW V11!
Course ID
OV_200_OZ
OV_205_OZ
OV_210_OZ
OV_215_OZ
Overview 4: Financial Tables, Ledger,
and End of Day NEW V11!
Overview 5: Billing and Financial
Reports NEW V11!
Overview 6: Electronic Health Records
Navigation Basics NEW V11!
Overview 7: Administrator Essentials
NEW V11!
OV_200
OV_225_OZ
OV_230
Course Description
This Overview will touch on Login Functionality, the on-line Help Manual, an introduction to
the Main menu, and an introduction to Table Setup.
This Overview will touch on Patient Demographics, Insurance, Referrals & Authorizations,
Phone Calls/Todos, Recalls, Patient Comments, and Alerts.
This Overview will touch on Inventory table setup, Order Screens, Auditing and Ordering
Inventory, and Inventory Reporting.
This Overview will touch on Financial table setup, posting Services/Materials/Payments,
Responsible vs. Insurance balance, printing Receipts and Superbills, and End of Day
balancing.
This Overview will touch on the Insurance Billing Function, tracking billing, Month End
reports, and Annual reports.
This Overview will touch on EHR Tables, navigating the EHR, data entry methods, and the
Visual Documentation Engine.
This Overview will touch on items under the Utility Command, setting up proper Login IDs
and Rights,
Min
16
14
20
16
16
14
18
reviewing the Security Risk Analysis, and discussing data backup.
Overviews Version 10
Overview 1: Review of Basic Software
Functionality
Overview 2: Patient Related Items and
Appointments
Overview 3: Inventory & Optical
Features
Overview 4: Financial Tables, Ledger,
and End of Day
Overview 5: Billing and Financial
Reports
Overview 6: Electronic Health Records
Navigation Basics
OV_100_OZ
OV_105
OV_110_OZ
OV_115
OV_120
OV_125
Overview 7: Meaningful Use & Health
Care Maintenance
OV_130
Overview 8: Administrator Essentials
OV_135
This Overview will touch on Login Functionality, the on-line Help Manual, an introduction to
the Main menu, and an introduction to Table Setup.
This Overview will touch on Patient Demographics, Insurance, Referrals & Authorizations,
Phone Calls/Todos, Recalls, Patient Comments, and Alerts.
This Overview will touch on Inventory table setup, adding frames to Inventory, Spectacle
tables, Order Screens, Auditing and Ordering Inventory, and Inventory Reporting.
This Overview will touch on Financial table setup, posting Services/Materials/Payments,
Responsible vs. Insurance balance, printing Receipts and Superbills, and End of Day
balancing.
This Overview will touch on the Insurance Billing Function, tracking billing, Month End
reports, and Annual reports.
This Overview will touch on EHR Tables, navigating the EHR, data entry methods, and the
Visual Documentation Engine.
This Overview will touch on the EHR Incentive Program, reporting periods, Stage 1 vs.
Stage 2, getting started/documenting/reporting for Meaningful Use, and Health Care
Maintenance.
This Overview will touch on items under the Utility Command, setting up proper Login IDs
and Rights,
reviewing the Security Risk Analysis, and discussing data backup.
11
14
9
15
15
13
15
15
Program: Compulink University
Utilization of Compulink University Learning Management System
CU_102
Welcome to Compulink University
Learning Management System
Compulink University: Logging In
Updated
CU_104
Compulink University: Navigating
Through the Help File Updated
CU_108
Compulink University: My Learning
Track Updated
CU_122
Compulink University: Course Catalog
Updated
CU_131
An overview of the Compulink University Learning Management System experience.
Compulink University will be replacing the Training Pages on the Compulink Advantage
website.
5
Learn how to log into Compulink University from Compulink Advantage as well as from a
browser.
4
Learn how to navigate through the Help file and become familiar with the Course
Directories for Clients
4
In this course you will become familiar with how the Learning Track displays open courses
and the different methods for opening a course.
4
Learn the different methods of registering for a course through the Course catalog.
4
Compulink University: Taking a Course
and Examination Updated
CU_143
Compulink University: My Transcript
Updated
For the Administrator
CU_156
Compulink University for the
Administrator: Learning Management
System Overview
CU_200
Compulink University for the
Administrator: Student Accounts
Compulink University for the
Administrator: Overview of the Admin
Portal
CU_205
Compulink University for the
Administrator: Manager Reports
CU_215
Compulink University for the
Administrator: Bulk Registration
CU_220
Opening a course from the Learning Track and taking the examination for that course will
be demonstrated in this course.
7
Learn how to view the open, completed and closed courses on My Transcript for your
account.
3
This is a brief overview of all areas of the Learning Management System - Admin Portal as
well as Compulink University.
11
This course covers how to add Student Accounts to the Learning Management System
through the Login ID's table of the Advantage Software.
5
You will learn how to navigate the Admin Portal for the Learning Management System.The
Users Guide will be shown during this session.
4
Learn how to run the Manager Reports available to the Administrator in the Admin Portal.
A sample of each report will be shown during the session.
10
Learn how to register a group of staff members for a group of courses through Bulk
Registration.
7
CU_210
Program: EHR Tour of Version 11 Screens for Ophthalmology Advantage
Overviews
EHR_800_O
EHR Overview NEW V11!
ASC Overview NEW V11!
Examination Tabs
This is an overview of the Advantage Electronic Health Records. The overview will cover
Layout types, a brief overview of various tabs and functionality.
28
This is an overview of the ASC tabs in the Electronic Health Records for Version 11.
9
A review of pertinent historical items for the patient.
6
A summary tab specific for Glaucoma patients that displays information pertinent for
glaucoma.
4
EHR_805_OZ
Summary NEW V11!
EHR_806_OZ
Glaucoma Summary NEW V11!
EHR_806_Z
Retina Summary NEW V11!
EHR_810_Z
Physical NEW V11!
EHR_815_OZ
Chief Complaint NEW V11!
A review of pertinent historical items for a patient with retinal conditions.
This tab is used in the ASC setting to document the doctors physical examination of the
patient.
Chief Complaint allows you to see your patients previous diagnosis, who referred them and
document the patients presenting problem and history of present illness.
4
2
6
EHR_820_OZ
Review of Systems/Vitals NEW V11!
EHR_821_Z
Admissions NEW V11!
This tab is used to document diabetic detail, surgical history, review of systems and vital
signs.
11
The Admissions tab is for your pre-op nurse to document your pre-op orders and
assessment.
5
Used to document information about the patients past family and/or social history and
tobacco use. Items required for meaningful use for family history and tobacco use.
9
EHR_825_OZ
Health History NEW V11!
EHR_826_Z
Eye Exam NEW V11!
EHR_827_Z
Anesthesia NEW V11!
EHR_828_Z
Procedure/ Phaco Procedure NEW V11!
EHR_830_OZ
Medications NEW V11!
EHR_831_Z
Circulation Nurse NEW V11!
Objective/Objective Refraction/
Objective Test NEW V11!
This tab is used to document medications and allergies for meaningful use as well as risk
alerts.
The Circulation Nurse tab is where the circulating nurse will document the information for
when the patient is in the OR.
2
5
4
10
5
EHR_835_OZ
EHR_836_Z
ASC PQR NEW V11!
EHR_837_Z
Chart Audit NEW V11!
EHR_838_Z
Discharge NEW V11!
EHR_840_OZ
Refraction/ Refraction K's NEW V11!
EHR_840_Z
Follow Up Phone Call NEW V11!
EHR_845_OZ
CL Tabs NEW V11!
EHR_850_OZ
Binoc VT NEW V11!
EHR_855_OZ
Anterior Style 1 and 2 &
Anterior/Posterior Tabs NEW V11!
This tab is used in the ASC setting for Eye Exam information for review and documentation.
The Anesthesia tab will allow your anesthesia to document their notes and vitals as well as
medications and orders.
This tab is used in the ASC setting to document a phaco procedure note or a surgical
procedure.
This tab is used to document objective testing, refractions and testing.
The ASC PQR tab allows you to mark your appropriate PQR codes for the patient's ASC
visit.
This tab is used to perform your chart audit on the documentation for the patient’s visit to
the ASC
Discharge is used in the ASC when discharging the patient to document discharge
instructions and orders.
16
2
2
3
This tab is used for documenting and reviewing past refractions, auto refractions and final
refractions.
11
This tab is used to document a follow up phone call after the patient has been discharged
to home.
3
Different CL evaluations and CL follow up based tabs to document trials, prescriptions and
fittings of CL and post charges.
12
This tab is used to document additional testing such as vergences, phorias and worth 4 dot
testing.
There are different syles of the Anterior Examination, as well as Anterior and posterior
combined options. This will allow you to document your anterior slit lamp findings using
quick tools to also run order sets as well as documentation requirements for Meaningful
Use.
4
7
EHR_860_OZ
Posterior NEW V11!
EHR_865_OZ
BioMicroscopy NEW V11!
EHR_870_OZ
Plan NEW V11!
There are different styles of the Poster Examination. This will allow you to document your
anterior slit lamp findings using quick tools to also run order sets and documentation
requirements for Meaningful Use.
9
This tab is used to document biomicroscopy findings for anterior and posterior exam
findings.
4
Used for the documentation of diagnosis/ problem list, education for meaningful use. Also
documenting goals, and orders for the patient and recommendation of future visits.
15
EHR_875_OZ
PQR Coding NEW V11!
EHR_880_Z
Anophthalmic Socket NEW V11!
EHR_885_Z
Botox NEW V11!
EHR_890_Z
Cataract Pre-OP NEW V11!
EHR_895_OZ
EHR Documents/ Images NEW V11!
EHR_900_OZ
Extended Ophthalmoscopy NEW V11!
This tab is used to document PQR coding for billing.
There is no exam for this course. After viewing the recording, please click on "Log My
Training" to complete the course.
This tab is used to document the placement and the units for billing botox and botox
inventory.
Cataract Pre Op tab is for documentation of pre op checklist, keratometry and pre op
information for schedule cataract surgery.
9
3
2
6
Used to import or scan documents and to review images that were imported or drawn in the
EHR.
5
Extended Ophthalmoscopy is used for drawing retinal drawings and used for billing for
extended ophthalmoscopy.
5
This tab is used to document and bill for gonioscopy.
5
This tab is used to document face and lid findings for a plastics provider.
This tab is used to document injections and laser treatments performed in the office and
operative reports.
2
This tab is used to document lacrimal examination for plastics providers.
3
Used to document pre op assessment for LASIK candidates and for documenting post op
visits for patients that have undergone LASIK procedure.
9
This tab is used to document tests that are specific to pediatric patients.
3
Used to document a patient's post operative visit with how they are doing and if they are
compliant with medications.
7
This tab is used to document an view images for all testing performed in the office.
9
Used to document treatments such as in office procedures.
3
EHR_905_OZ
Gonioscopy NEW V11!
EHR_910_Z
Face/Lids NEW V11!
EHR_915_Z
Injections/Lasers NEW V11!
5
EHR_920_Z
Lacrimal EyeMD NEW V11!
EHR_925_OZ
Lasik Pre Op/Lasik Post Op NEW V11!
EHR_930_OZ
Pediatrics NEW V11!
EHR_935_OZ
Post Op NEW V11!
EHR_940_OZ
Testing Summary NEW V11!
EHR_945_OZ
Treatment NEW V11!
EHR_955_OZ
Meaningful Use NEW V11!
Used to document all pertinent items for meaningful use or to review items for meaningful
use.
10
Document various types of communication related to the patient. This might include verbal
communications with the patient or with others on the patient’s behalf.
3
Communications/Immunizations/Lab Tests
EHR_803
Communications NEW V11!
EHR_804
Immunizations NEW V11!
EHR_805
Lab Tests NEW V11!
Document details related to patient immunizations including date, brand, dose, route,
manufacturer and reaction.
The Labs tab provides a history of Lab work, Radiology reports and other tests/orders that
are sent or received electronically, imported into the medical record or documented via data
entry. Fields for specimen tracking and other data elements support the Advantage
interface with Quest Laboratories.
2
5
Program: Data Security and Threat Protection
Data Security and Threat Protection
PM_190
Patient Lockout Enhancement
This tutorial covers the functionality that allows you to lock specific staff members out of the
patient's medical record. You can also lock all staff out, other than the ones that you specify
2
Security Documents
DSTP_100
AntiVirus Software
DSTP_105
Backing Up Your Data
DSTP_110
Crypto Locker Virus
Learn about Antivirus software which is software that either comes installed on your
computer or that you buy and install yourself.
HOW MUCH IS YOUR DATA WORTH? Compulink cannot stress enough the importance of
performing daily backup.
Learn about CryptoLocker which is a ransomware program that was released around the
beginning of September 2013 that targets all versions of Windows including Windows XP,
Windows Vista, Windows 7, and Windows 8.
N/A
N/A
N/A
DSTP_115
Hashing Encryption
DSTP_120
NewCrop ERX Security
This document contains information about Computer encryption systems.
N/A
This document will provide information on how All Protected Health Information (PHI)
communicated between Compulink and NewCrop is encrypted using SSL.
N/A
DSTP_125
PHI Risk Analysis
DSTP_130
Resources for Security Risk Analysis
DSTP_135
Security at Compulink
This document will cover compliance with HIPAA privacy and security rules.
This document will provide resources to help you and your IT professional design a
Security Risk Analysis to meet your specific and unique needs.
This document will cover how all communication between Compulink and Advantage clients
are free of malware.
N/A
N/A
N/A
DSTP_140
Stored Data Protection and Encryption
DSTP_145
Web Registration Security
This document will provide information on the many solutions that secure mobile data and
ensure that sensitive data remains private through encryption and password protection.
This document will cover how Compulink uses https/SSL encryption for sending protected
data over the internet for our Patient Web Registration, E-Prescribing, Credit Card
Interface, EDI (Electronic Data Interchange) for electronic claims/remittance/eligibility and
Lab Interfaces.
N/A
N/A
Program: Version 11 Enhancements
Live Webinars
V11 Eye What's New Product Features
NEW V11!
EHR_700_OZ
This is a recording of a Live Webinar featuring the new look and enhancements for the V11
Eyecare and Ophthalmology products.
59
Appointments
V 11 Appointment Scheduler Changes
APPT_200
NEW V11!
In this tutorial you will learn how to toggle between the present Appt Scheduler and the new
V11 Appt Scheduler
6
EHR – All Specialties
EHR_499_OZ
Exam Data Entry Changes NEW V11!
Exam Display and Menu Changes NEW
EHR_515
UPDATED V11!
Version 11: EHR Tab Changes NEW
EHR_585_OZ
V11!
Version 11.0.4.0 Exam Changes NEW
13
EHR_502_OZ
V11!
EHR Smart Function InfoButton
This is a general overview of the many data entry changes throughout the Medical Exam in
Version 11.
This tutorial covers the Version 11 changes to the Patient Exam Icons and Menu.
This tutorial covers the use of the InfoButton Smart Function with the ExamMed, ExamTest,
and ExamDiag sub-tables.
11
5
This course will review the changes on the Communications, Medications, Summary and
Testing Tabs on Version 11 Eyecare and Ophthalmology Advantage.
6
This course will cover all the changes within the exam area of the software for V11.0.4.0.
5
This tutorial covers the Version 11 changes to the Patient Ledger Menu.
5
All changes for V11 under the Utility Command on the Main Menu of the Advantage
Software will be reviewed in this class.
16
This course will cover changes in Version 11 located on the Main Menu, Software Settings
Menu and the Utility Command Menu.
10
This course will cover all the general changes for V11.0.4.0.
11
EHR_615_OZ
V11!
Ledger
LEDG_345
V11 Ledger Changes NEW V11!
Main Menu/General Changes
Version 11: Utility Command NEW
PM_211
V11!
Version 11: General Changes NEW
PM_215
V11!
PM_220_OZ
Version 11.0.4.0 General Changes NEW
V11!
Version 11.0.4.1 General Changes NEW
PM_225_OZ
V11!
Version 11.0.4.3 General Changes NEW
This course will cover all the general changes for V11.0.4.1
10
This course will review all of the changes for Version 11.0.4.3.
6
This tutorial covers the Version 11 changes to the Patient Spectacle and Contact Lens Rx
Menus.
3
Changes to the V11 Patient Demographic Screens will be highlighted during this recording.
11
PM_230_OZ
V11!
Optical
V11 Spectacle and Contact Lens
Changes NEW V11!
OPT_160_OZ
Patient Information
V11 Patient Demographic Changes
NEW V11!
PAT_200_CDFMO
Z
Tables
TAB_410_OZ
Version 11 Table Changes NEW! V11!
TAB_405_OZ
Spectacle Optical Lab Tables NEW
V11!
This course is an overview of the new icons associated with the tables as well as new
features within the tables.
The Optical Lab List table is an alphabetical listing of labs throughout the United States,
which are maintained by Compulink, along with client-added labs. The Optical Lab Accts,
Etc. (Office Info) table is where you enter additional details for your Labs by practice
Location, such as Account #, AP Account #, and your preferred order form. This tutorial is a
general overview of both tables.
13
4
Program: Appointments
Setup
This table stores detailed information about the various appointment reasons and categories
scheduled in your practice.
Review two areas of the software which store the status codes assigned in the Scheduler to
identify the appointment outcome.
Appointment Types Table
Appointment Status Table & System
Setup
APPT_130
Appointment Template Editor
APPT_115
Appointment Template Schedule
APPT_120
Learn how to create scheduling templates using the Appointment Template Editor utility.
Learn how to customize the Scheduler by Provider, Department and Location using the
Appointment Template Schedule utility.
Appointment Screen Commands
APPT_105
Learn about the commands for booking and modifying appointments, searching for
openings, blocking and accessing the Wait List.
36
Appointment Scheduler
APPT_100
An introduction to scheduling in the Advantage software.
9
Scheduling an Appointment
APPT_135
Explore the scheduling tool in more detail.
25
APPT_110
13
13
24
14
Functionality
Appointment History & Future
Appointments
Appointment Utilities Move
Appointment
Appointment Communications Updated
V11!
APPT_145
Learn how to access a patient's appointment history and future appointments from the
Demographic screen.
Learn how to re-map existing appointments from one Provider/Location/Department
combination to another.
FUNC_101
Learn to generate personalized appointment communications via a batch process.
10
Appointment Daily
RPT_A_105
This course introduces you to reports available under the Appointment Daily Menu, such as
the Missing Charges/No Show Report.
9
Appointment Analysis
RPT_A_100
Appointment Statistics
RPT_A_102
Learn about the Appointment Activity and Statistics reports.
This report analyzes the number of appointments scheduled during a specified time period
by Appointment Reason and Appointment Status or outcome (booked, kept, no show,
cancelled, rescheduled, etc.)
Appointment Template Schedule Batch
Create
APPT_125
Learn about the Template Schedule Batch Create command, used to quickly duplicate
entries in the Appointment Template Schedule with an external file.
12
Multi-Resource Scheduling
APPT_150
Learn how to use Multiple Resource Scheduling to locate appointment openings across all
practice resources connected with a patient's visit.
31
Login Table Setup
TAB_120
Learn about the tables that store the User Account and Rights Profile that determines each
individual's level of access throughout your Advantage software.
37
Utilizing the Time Clock
PM_110
Explore the Time Clock feature in more detail.
32
Web Help Integration
Navigating Through the Advantage
Help File
Touch Screen & Table Functionality
NEW V11!
10_5_215
3
System Setup: Add Defaults NEW V11!
PAT_210_OZ
System Setup: Acct Billing NEW V11!
System Setup: AP/GL Defaults NEW
V11!
System Setup: Miscellaneous Tab NEW
V11!
System Setup: System Administrator
NEW V11!
PAT_215_OZ
Learn how to access Help resources directly from your Advantage software.
Learn how to navigate the Advantage WebHelp system using the Table of Contents and
Search.
This tutorial covers the specialized functionality for clients utilizing touch screen monitors
and tablets.
This tutorial covers the Add Default tab of System Setup that can be used to pre-set
information that all new patients inherit as they are added to the system.
This tutorial covers the Acct. Billing tab of System Setup to establish defaults associated
with the financial management of the office.
This tutorial covers the AP/GL Defaults contains setup information for the internal Accounts
Payable and General Ledger features.
This tutorial covers the Miscellaneous tab screen where you set parameters which allow you
to establish security controls and customize data entry.
This tutorial covers the System Administrator tab for establishing practice rules related to
User Passwords and System Audits.
APPT_140
5
7
Reports
15
10
Advanced Functionality
Program: Patient Flow
Setup
Begin Your Day
PM_175_OZ
PAT_205
PAT_220
PAT_225_OZ
PAT_230
32
6
4
7
3
14
7
Logging In / Timeclock (QuickStart)
PM_100
A short tutorial on logging into the Advantage software with an introduction to the Time
Clock.
9
Making an Appointment (QuickStart)
Checking and Printing the Daily
Schedule (QuickStart)
Review To-Do Action Item List
(QuickStart)
APPT_160
A short tutorial on scheduling an appointment in Advantage.
11
APPT_155
6
PM_105
Learn about the Daily Detail view of the schedule, the Calendar and available print options.
Learn how to access and review tickler messages and reminders of tasks that need to be
performed for your patients.
10
Checking in a Patient (QuickStart)
PAT_120
A short tutorial on the steps to check in a patient using the Advantage software.
9
Patient Picture
Entering a Spectacle RX Order from the
EHR (QuickStart)
Entering a Contact Lens Order from the
EHR (QuickStart)
Pre-Appointment/Adding Patient Recall
(QuickStart)
PM_195
This tutorial covers how to import a patient picture if there is no camera available
Learn how to forward the patient's Refraction data from their medical record into the
Spectacle Rx.
Learn how to forward the patient's Contact Lens data from their medical record into the CL
Rx.
Learn how ledger reminders can prompt your staff to schedule the next appointment or
update the patient's recall as they exit a patient's ledger.
1
PAT_135_OZ
PAT_140_OZ
PAT_130
19
12
6
New Patients
Adding a New Patient
PAT_100
Adding Patient Contact Information
18
PAT_105
Learn how to create a new patient record in Advantage.
Learn how to add general and emergency contacts to a patient's record, and indicate
whether medical information is authorized for release to this individual.
Adding Patient Insurance
PAT_110
Learn how to add an insurance record with patient and insured information.
17
Adding Patient Referrals
PAT_115
14
Patient To-Do Follow Up
PAT_155_OZ
Scanning Patient Documents
PM_128
Scanning Insurance Cards
PM_126
Scanning EHR Documents
Version 10 Demographic Screen
Revisions
PM_127
Patient Screen Popups
SCR_191
Learn how to add a record to the Patient Referral History/Eligibility screen.
Learn how to create action items and reminders for your office staff to perform tasks related
to a patient. Recorded
Learn how Advantage interfaces with twain compatible scanners for direct scanning of
documents into an individual patient record.
Learn how to store an image of the patient's insurance card using a twain-compatible
business card scanner.
Learn how to scan documents into the patient's medical record that are only viewable by
those individuals who have permissions in this area.
Screen Customization Patient Demographic Screen enhancements delivered with
Advantage version 10
This tutorial covers the new PopupAdd and PopupEdit Smart Functions that are now
available for the Patient Demographic screen.
Patient FollowUp/ToDo Updated V11!
FUNC_121
This versatile function may be used to create To-Do lists for your staff or to process a
specific Action item, such as Office Welcome Letters, for all eligible patients in a single
operation.
10
Patient Recalls Updated V11!
FUNC_126_OZ
Learn how to generate your choice of Recall communications in a batch process.
13
Referral Thank-Yous Updated V11!
FUNC_136
This tutorial explains the options and features of the Referral Thank-Yous Function.
8
SCR_101
9
6
8
5
9
19
2
Follow-Up
Office Agreements - Renewal Notices
NEW V11!
FUNC_140_OZ
Office Agreements – Confirmations
NEW V11!
FUNC_145_OZ
The Office Agreement Renewal Notices function provides an easy method for notifying
patients that their Office Agreement is due to expire. This tutorial will cover what makes a
patient eligible for an Office Agreement Renewal, and how to run the function.
The Office Agreement Confirmations function is used to send Confirmation notices, in a
batch process, to those patients who have purchased or renewed an Office Agreement.
This tutorial will cover what makes a patient eligible for a Confirmation, and how to run the
function.
7
5
Program: General Tables
General Tables
Table Commands
TAB_101
Cities Table
TAB_110
General: Location – Details Table
TAB_116_OZ
General: Location – Groups Table
TAB_117_OZ
Patient Tables
TAB_130
Provider Table
TAB_135
Other Provider Facilities Table
TAB_125
Recall Reasons Table
TAB_145
Referral Sources and Reasons Tables
TAB_150_OZ
Relationships Table
TAB_155
Salutations Table
TAB_160
Scanned Documents Table
TAB_165
Stations Table
TAB_170
To-Do Follow-Up Table
TAB_175
Learn about the Look-up Table navigation commands. This course is a prerequisite to the
individual table courses.
A quick tutorial on the Cities table, which stores the name, state abbreviation, zip code and
area code of the cities where your patients reside.
The Location Details table stores your practice address, phone, email, appointment days of
the week and group NPI numbers.
This table is used to manage the lists of Providers and Referral Sources associated with
different practice Locations. It also supports WAN location pricing in the Spectacle Lens
Pricing tables.
Learn about the tables that support the Lockout and Medical Release sections of the Patient
Contacts screen, as well as the Communications and Patient Annotations screen in medical
records.
The Provider table stores detailed information about your Providers, used throughout the
software for scheduling, medical records, tracking financial activity, billing and more.
The Other Provider Facilities table stores the name, address and NPI# of the locations
where your services are provided. This might include nursing homes, surgery centers and
your office.
The Recall Reasons table stores a list of the various reasons a patient might be recalled to
your office, along with a follow-up schedule for communications
This table stores the Patient Referral Sources and standard Referral Reasons used in your
practice
The Relationships table stores the possible relationships of the Patient to their Account
Responsible or guarantor
The Salutations table stores patient and account responsible salutations for use in
communications
The Scanned Document Types table stores the list of document types you typically scan in
your office. Used to categorize documents as they are scanned in.
This table is used by the Patient Tracking feature. It stores a list of Stations or Tracking
points where patients might stop during their visit.
The ToDo/Followup table stores action items/reminders to perform tasks related to a patient
or general. Used to populate the Action field in the patient ToDo/Follow Up screen.
8
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10
10
Program: Practice Management
Functionality
New Look Enhancements
PM_185
VDE: New Workstation
Running Diagnostics
PM_170
Data Mining Overview NEW V11!
PM_156
SQL Query Wizard V11 NEW V11!
Creating SQL Query Scripts V11 NEW
PM_157
V11!
PM_158
SQL Query Overview
PM_151
SQL Query Wizard
PM_152
Creating SQL Query Scripts
Preventing Accounts Receivable
Problems
PM_153
General Ledger and Accounts Payable
General Ledger and Accounts Payable
with QuickBooks
PM_160
PM_130
PM_165
This tutorial covers the new monochrome style and icons, along with the new Login screen.
2
A tutorial on how to set the options under Workstation for VDE.
Learn about the Diagnostics utility that is used to rebuild Index files in your data tables or to
check the integrity of your Advantage data following a system problem, such as networking
or hardware failure.
Query is a powerful tool used for extracting information from your patient records. This is a
tutorial is a general overview of the SQL Query functionality.
The SQL Query Wizard is designed to simplify creation of custom query expressions for
users who are not familiar with Structured Query Language (SQL). This is a tutorial covers
the basics of how to use the SQL Wizard.
3
Compulink uses the SQL SELECT command to create Query scripts. This is a tutorial on a
format for a simple Select script.
Query is a powerful tool used for extracting information from your patient records. This is a
tutorial is a general overview of the SQL Query functionality.
The SQL Query Wizard is designed to simplify creation of custom query expressions for
users who are not familiar with Structured Query Language (SQL). This is a tutorial covers
the basics of how to use the SQL Wizard.
Compulink uses the SQL SELECT command to create Query scripts. This is a tutorial on a
format for a simple Select script.
Learn some general rules, benchmarks and metrics you can use to evaluate your practice's
AR.and which Advantage reports should be run regularly to manage your receivables
An overview of the Advantage G/L and A/P functionality.
Compulink's GL/AP/AR Interface to QuickBooks will export all Ledger activity, AP invoices
and GL postings
32
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68
51
Maximizing Efficiency
Web Registration
PM_115
ExpressBill Statements
PM_141
ExpressBill Recalls
PM_142
Setup for Patient Tracking
PM_121_OZ
Patient Tracking
PM_122_OZ
Learn about the Patient Web Registration system, an add-on interface designed to import
patient registration data from a Compulink-hosted registration page into the Advantage
software
Learn how to submit Account Statements electronically via the ExpressBill interface. Like
electronic insurance claims, this option is a time and money saver for your practice.
Learn how to send Recall communications electronically via the ExpressBill interface, saving
your practice time and money.
The setup required to utilize the Patient Tracking feature within the Advantage software will
be shown in this recording.
Learn how Patient Tracking allows you to monitor and analyze the flow of patients through
your office
25
22
20
8
10
Instant Messaging
PM_180
This tutorial covers the new Instant Messaging feature, including how to access and use it
3
Program: Inventory/Non-Inventory
Setup
Inventory: Adjustments Table
TAB_200
Inventory: Order Comments Table
Inventory: Sales Tax by Loc/Category
Table
Inventory: SKU Formula Pricing Plan
Table
TAB_205
Inventory: SKU Groups Table
TAB_220
Inventory: Vendors Table
TAB_225
Inventory: CL Categories Table
TAB_230_OZ
Inventory: CL Color Table
TAB_235_OZ
Inventory: CL Mfgs Table
TAB_240_OZ
Inventory: CL Names Table
TAB_245_OZ
Inventory: Frames Categories Table
TAB_250_OZ
Inventory: Frame Markup Table
TAB_255_OZ
Inventory: Frame Mfgs Table
TAB_260_OZ
Frame Supplier Table
OPT_140_OZ
Inventory System and Table Setup
INV_140
Inventory: Menu Options
Inventory: Options for Changing the
Qty on Hand
INV_150
Review the adjustment table, which stores the various types of inventory adjustments posted
in your practice.
A quick tutorial on the order comments table, which stores comments or instructions that
may be attached to Inventory and Rx Orders.
Learn about the table that supports calculation of varying tax rates by practice location or by
product category.
Review this table, which stores formulas used to perform Plan-specific benefit calculations
as inventory items are posted by stock number to the patient Ledger.
This course explains the SKU Groups Table, which supports the Price Group field found on
each Inventory Description screen. SKU Formula Plan Pricing may be used to perform Planspecific benefit calculations as inventory items are posted by stock number to the patient
Ledger.
Learn about your Vendor table, which stores vendor information used for Inventory Orders
and for posting invoices to Accounts Payable.
Learn about the table that stores the Categories associated with your Contact Lens
Inventory, such as DW Toric and Therapeutic.
Learn about the table that stores Colors associated with your Contact Lens Inventory and
Prescriptions.
Learn about the table that stores Manufacturer Names associated with your Contact Lens
Inventory and Prescriptions.
Learn about the table that stores Names associated with your Contact Lens Inventory and
Prescriptions, such as Encore Toric XR and Freq55 Aspheric.
This table stores the Categories associated with your Frame Inventory, such as Unisex
Combo or Rimless.
Learn about the table that stores formulas used for calculating Frame Retail when you are
building inventory descriptions with FramesData SPEX UPC.
This table stores Manufacturer Names associated with your Frames Inventory and
Prescriptions.
Learn about the table that controls the sales and inventory actions which take place during
the Spectacle Rx Charge process.
A short tutorial that includes inventory configuration fields in System Setup and an overview
of the inventory look-up tables.
Learn about the commands used to Add, Order, Adjust, Search, View and otherwise
maintain inventory control.
INV_145
Learn about the inventory transactions and processes that affect your Quantity on Hand.
TAB_210
TAB_215
3
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31
4
9
8
Inventory:Adding Miscellaneous (nonophth)
INV_155
Inventory: Reports to Run During Setup
INV_160
Lab Order for All Locations
OPT_145_OZ
Legacy RX Menu Cleanup
7
OPT_150_OZ
Learn how to add a new Miscellaneous item to your Inventory.
An overview of suggested reports to run during the inventory setup process and how to
interpret the data.
This tutorial explains how the Fax form is chosen in the Lab Order function, when running for
ALL locations.
This tutorial covers the RX tables that were removed, as well as where the remaining tables
were relocated to.
Inventory: Adding a Frame Manually
Inventory: Adding a Frame Using
Frames Data
INV_165_OZ
Learn how to add a new Frame using the Inventory screen commands
9
INV_170_OZ
Learn how to add a Frame to Inventory using the FramesData SPEX UPC interface.
13
Non-Inventory CL Setup/ CL RX Form
INV_100_OZ
Learn how to use the Contact Lens Rx to track CL prescriptions.
85
Inventory: Adding Contact Lenses
INV_175_OZ
Learn how to add a new Contact Lens description to your Inventory.
8
Inventory: Adding Lens Blanks
INV_180_OZ
Learn how to add a new Lens Blank description to your Inventory.
8
5
2
3
Adding Inventory
Functions
Inventory: Audit Updated V11!
INV_201_OZ
Inventory: Place Orders Updated V11!
INV_206_OZ
Inventory: Receive Orders Updated
V11!
INV_211_OZ
Inventory: Batch Adjustments Updated
V11!
INV_216_OZ
Inventory: Location Transfer Updated
V11!
INV_221_OZ
Inventory: Receive Transfers Updated
V11!
INV_226_OZ
The Inventory Audit function verifies physical inventory counts against the on-hand
quantities in your inventory database. This tutorial will cover Audit frequency, preparing for
the Audit, methods for counting inventory, and running the function.
The Inventory Place Orders function automates the creation of purchase orders by inventory
type and vendor. This tutorial will cover what makes an inventory item appear in the Place
Orders function; and how to create and print a Purchase Order.
The Receive Orders function is used to receive outstanding inventory Purchase Orders in a
batch process. This tutorial will cover what makes an inventory item appear in the Receive
Orders function; and how to Receive your outstanding Purchase Orders.
Batch Inventory Adjustment is an efficient way to increase or decrease inventory on-hand
quantities. This tutorial will cover how to run the function, and what the completed
adjustment record looks like on the inventory item.
Batch Inventory Location Transfers function is an efficient way to transfer multiple inventory
items from one practice Location to another in the WAN (wide area network) environment.
This tutorial will cover how to run the function, and what the completed Transfer and
Adjustment records looks like on the inventory item.
Batch Inventory Receive Transfers is an efficient way to receive multiple inventory items
from one practice Location to another in the WAN (wide area network) environment. This
tutorial will cover how to run the function, and what the completed Adjustment record looks
like on the inventory item.
Inventory Report: Need to Order
INV_230_OZ
This report scans your Inventory for items that have fallen below their minimum reorder point
with no orders pending, and identifies items that have been "queued" for patient order.
5
Inventory Report: Outstanding Orders
INV_235_OZ
This report lists all inventory items which have been ordered and not yet received from the
7
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7
6
5
7
5
Reports
vendor.
Inventory Report: Stock – Discontinued
Frames
INV_265_OZ
This is a Frame Stock report that lists only those inventory items with a Discontinued Date.
5
Inventory Report: Stock – Lens Blanks
INV_280_OZ
7
Inventory Report: Stock – CL
INV_260_OZ
Inventory Report: Stock – Frames
Inventory Report: Stock – Frames
Summary by Retail
INV_275_OZ
This report shows the value of your lens blank inventory with quantities on-hand and cost
This report shows the value of your contact lens inventory, retail, wholesale and cost, with
quantities on-hand and the number of items on consignment
This report shows the value of your frame inventory, retail, wholesale and cost, with
quantities on-hand and the number of items on consignment.
6
Inventory Report: Stock – Misc
INV_285_OZ
Inventory Report: Repair or Loan
INV_240_OZ
Inventory Report: Sales
INV_250_OZ
Inventory Report: Stock – Adjustments
INV_290_OZ
Inventory Report: Returnable
INV_245_OZ
Inventory Report: Stale
INV_255_OZ
This is a stock report that organizes your Frame inventory into Retail Price Groups.
This report shows the value of your miscellaneous inventory, retail, wholesale and cost with
quantities on-hand and the number of items on consignment.
This report lists inventory items currently off-site for repair or loan, or which have been
transferred to another location within a wide area network (WAN).
This report locates all inventory sales generated by posting inventory items by stock number
to patient ledgers.
This report summarizes adjustments made to your inventory quantity on hand over a
specified time period.
Use this report to avoid keeping items that are not selling well or that have a shelf-life that
needs to be monitored.
This report helps you to identify those inventory items that are not selling well. Inventory
items must have Order/Received history to be included.
INV_270_OZ
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6
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6
Program: Optical: Spectacle Pricing Engine
Setup
Spectacle POS Order Pricing: Lens
Components & Definitions Tables
Spectacle POS Order Pricing: Other
Lens Tables
Spectacle POS Order Pricing:
Marketing and Optical Lab Tables
Spectacle POS Order Pricing: Plan
Tables
Spectacle POS Order Pricing: Creating
Your Own Plan Definition
Spectacle POS Order Pricing: Creating
Your Own Package
Functionality
OPT_105_OZ
OPT_110_OZ
OPT_125_OZ
OPT_135_OZ
OPT_120_OZ
OPT_115_OZ
An overview of the Lens Components (Focal Types, Materials, Lens Properties, Aspheric,
Tint, Coatings/Add-Ons and Edge Treatments) and Lens Definition tables.
An overview of the following tables used by the Spectacle POS Pricing feature: Lens
Packages, Insurance Codes by Diopter, Oversize, Add Power, Prism and Lens Groups.
Learn about marketing snippets, used to educate patients about the benefits of lenses and
options that you recommend, and how to enter your account number and preferred order
form into the Optical Labs table.
This table is where Lens Component Groups, Benefit Formulas and Benefit Options come
together to automate Spectacle Order pricing.
Learn how to create your own Plan Definition where the Lens Component Groups, Benefit
Formulas and Benefit Options come together
to automate Spectacle Order pricing.
Learn how to create your own Lens Packages to bring all information on a lens that you
regularly sell into the Spectacle Rx with a single click.
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18
14
Spectacle POS Order Pricing: Overview
Spectacle POS Order Pricing: New
Spectacle Screen Configuration
OPT_100_OZ
An overview of the Spectacle POS Order Pricing feature that includes pre-populated tables
of available spectacle lenses, lens options and packages.
Learn about the Spectacle Rx screens that support the Spec POS Plan Pricing functionality.
OPT_130_OZ
17
12
Advanced Functionality
Spectacle POS Order Pricing: Setup for
Multiple Locations
OPT_136_OZ
Spectacle POS WAN Pricing
10_5_235_OZ
Many Compulink clients with multiple locations have more than one retail fee schedule for
spectacle lenses. Learn how to how to create WAN Location Groups and attach them to
your Spectacle Lens Components.
A short course on Spectacle POS WAN Pricing enhancements delivered with Advantage
v10.5.
14
2
Program: VSP
Setup
Eyefinity Setup
Closing Existing VSP Lab Account /
Open New VSP Lab Account
Getting Along with Mr VSP (NonEyefinity Interface Only)
V_105_OZ
V_155_OZ
V_100_OZ
This course will give you the steps for setting up the VSP Eyefinity Interface.
Many offices close their VSP Lab account and open a new one each month or quarter,
depending on volume.
This course is for practices who do not use the Advantage Eyefinity interface to manage
Vision Service Plan orders and transactions.
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11
40
Functionality
Eyefinity for Spectacle POS Order
Pricing I
Eyefinity for Spectacle POS Order
Pricing II
Eyefinity: Posting Contact Lenses
V_110_OZ
V_115_OZ
V_130_OZ
This is part one of a two part lesson on using Spectacle POS Order Pricing with the
Advantage Eyefinity interface This is the prerequisite to Course ID: V_115_OZ.
This is part two of a two part lesson on using Spectacle POS Order Pricing with the
Advantage Eyefinity interface Prerequisite: Course ID: V_110_OZ.
Learn how to post CL exam, fitting fees and lenses against the patient's CL benefit.
13
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12
VSP: Posting a Contact Lens Payment
V_135_OZ
Reconciling VSP EOB
V_125_OZ
VSP: Posting EOB Troubleshooting
V_145_OZ
Learn how to post a VSP contact lens payment against the CL benefit amount on the VSP
Lab account.
Learn how to post your monthly VSP check and adjustments to the VSP Lab Account, used
for tracking VSP receivables, payments and charge backs.
This course provides tools for troubleshooting discrepancies between your VSP EOB and
your Advantage VSP Lab account.
RPT_O_650_OZ
This report is an efficient way to generate a list of unpaid items from your VSP Lab Account
by Ledger Post Date.
5
EDI_205_OZ
Learn about the new claim edits in Version 11 which are more comprehensive than ever
before to ensure cleaner claims. Also learn about the minor changes in your daily billing
11
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Reports
VSP Lab Account Open Items Report
Program: EDI
Emdeon Claims
What’s New – EDI V11: New Claim Edits
and More! New! V11!
routine and the major improvements in usability.
EDI: Emdeon Enrollment
(Eligibility/Claims/ERA)
EDI_130
An overview of the enrollment process for Emdeon Eligibility, Claims and Remittance.
22
EDI: Emdeon – Locating Payer IDs
EDI_132
How to navigate the Emdeon website to locate payor IDs for submitting claims electronically.
17
Insurance Billing Table Setup
EDI: Emdeon – Billing and Claim
Submittal
INS_101
Learn about the table setup required for billing insurance through your Advantage software.
16
EDI_145
Electronic submission of insurance claims through the Emdeon clearinghouse
27
EDI Emdeon New Transfer Software
EDI_120
Learn about the NEICSSL program for Emdeon claims and electronic remittance.
11
EDI: Vision Suite for Providers
EDI_155
Learn about the Emdeon Vision Suite website for claim management.
20
UB04 Table Setup for e-Claims
INS_130
Setting up tables to support electronic billing of UB04 (CMS-1450) claims.
37
EDI: UB04 Charge Posting
UB04 Batch Billing and Reports for eClaims
EDI_160
Ledger posting for UB04 (CMS-1450) claims.
17
INS_140
Billing and reporting of UB04 (CMS-1450) claims.
36
EDI: Direct – Billing and Claim
Submittal
EDI_125
Electronic billing of insurance claims directly to an insurance payer such as Medicare,
Medicaid, Blue Cross Blue Shield, and Medicare DME.
19
EDI: Direct – EMC Reports
EDI_151
Generating reports for direct electronic claims.
20
EDI_131
How to get started using Emdeon's Insurance Eligibility feature.
10
EDI_133
Patient Eligibility Detail Reports and rejection messages.
14
EDI_146
Steps to getting started with Electronic Remittance Posting from your direct payers or the
Emdeon clearinghouse.
20
EDI_150
A 'how to' for Emdeon and Direct Carrier Auto Remittance Posting,
50
Insurance Billing: Patient and
Insurance Data Entry
INS_102
Learn how to enter the Patient Demographic and Insurance data required for Insurance
Billing.
10
Insurance Billing: Charge Posting
INS_103
Claim Details Screens: Claim Tab
INS_108
UB04 Claims
Direct Claims
Emdeon Eligibility
EDI: Eligibility – Getting Started
EDI: Eligibility – Obtaining Reports and
Rejections
Remittance
EDI: Remittance – Getting Started
Emdeon and Direct Carrier Auto
Remittance Posting
Program: Billing
Functionality
Learn the proper way to post ledger charges in preparation for Insurance Billing.
Learn about the Additional Claim Information tab. This is part one of a three part lesson on
the Expanded Claim Data screens, accessed via the Expand button in the Ledger Charge
14
7
window.
Claim Details Screens: Other Info Tab
INS_109
Claim Details Screens: UB04 Tab
INS_110
Insurance Editing
INS_145
Insurance Claim Redirecting
INS_150
Physician Quality Reporting: Part I
INS_125
Physician Quality Reporting: Part II
INS_126
Learn about the Other Info tab. This is part two of a three part lesson on the Expanded
Claim Data screens, accessed via the Expand button in the Ledger Charge window.
Learn about the UB04 Tab. This is part three of a three part lesson on the Expanded Claim
Data screens, accessed via the Expand button in the Ledger Charge window.
This tutorial covers the new functionality for the Patient Insurance screen that requires the
Patient and Insured name to be the same, if the relationship to insured is Self.
This is a short tutorial on a new warning message about possible HIPAA violation.
This course is part one of a two part series on the Physician Quality Reporting System
requirements, posting and billing through Advantage. This is a prerequisite to Course ID:
INS_126.
This course is part two of a two part series on the Physician Quality Reporting System
requirements, posting and billing through Advantage. Please complete Course ID: INS_125
first.
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Patient Billing
Account Statements UPDATED V11!
FUNC_111
Payment Overdue Notices
FUNC_130
Learn about the function that produces patient Account Statements in a batch process.
Learn about the function that searches your patient accounts for overdue payments and
sends a series of reminder letters.
7
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Advanced Customization
Insurance Billing:
CLAIMVALIDATE.FLG
INS_104
Insurance Billing: Claim Validation
INS_106
Insurance Billing: Customizing Claim
Validation
INS_111
Insurance Billing: CCI Edits
INS_107
Insurance Billing: Claim Validation is a Pre-requisite for this class. Learn how to create the
CLAIMVALIDATE.FLG file that will remind your posting staff to validate claims in the patient
ledger.
This is a Pre-requisite to Insurance Billing: CLAIMVALIDATE.FLG. Learn about Claim
Validation, used by the Insurance Billing function and at patient Ledger to catch errors and
omissions in claims. This tool is designed to help you identify problems before claims are
processed to minimize rejections.
Learn how to create your own Claim Edits.
Learn about the CCI Edits that are checked during Ledger Claim Validation and Print
Insurance Claim, during Exam Charge Posting and in the Insurance Billing Function.
3
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Program: Financial Tables
Setup
Financial: Plans Table
TAB_334_OZ
Financial: Services Table (Desc
Column)
TAB_311_OZ
The Plan attached to a patient's record controls how charges post to their Ledger. This
tutorial covers the setup and functionality of the Financial Plans table.
This is part one of a two part lesson about the Services Table. Learn about the Description
window that stores general information about professional services that is not Plan/Fee
Schedule specific.
6
5
Financial: Services Table (Fee
Columns)
TAB_312_OZ
Financial: Material Tables (Desc
Column)
TAB_318_OZ
Financial: Material Tables (Fee
Columns)
TAB_319_OZ
Financial: Adjustments Table
TAB_306_OZ
Financial: Billing IDs Table
TAB_307_OZ
Financial: Materials Table (Desc Column) is a pre-requisite to this course. Learn how your
fee schedules for Materials are stored in this course.
This table stores the standard Ledger Adjustment types your office posts, such as service
and material adjustments, refunds, write-offs and discounts
This table stores Billing IDs for Location/Provider/Insurance Carrier Type combinations that
are required on some payor claims. It is also used by the Scheduler to verify a provider's
plan participation.
Financial: Billing Messages Table
TAB_300_OZ
This table stores custom messages that may be attached to patient statements
4
Financial: Carrier Types Table
TAB_302_OZ
5
Financial: Claim Edits Table
TAB_335
Financial: Collection Tables
TAB_308_OZ
Financial: CPTCHECK.FLG
TAB_313
Financial: CPT Code Check Table
TAB_317_OZ
This table is used to classify insurance companies for claims processing.
Claim Edits are used by the Insurance Billing function, and at patient Ledger, to catch errors
and omissions in claims. This tutorial will cover the setup of the Individual Edits and Edit
Groups tables.
This course describes the Plan, Action and Agency tables that support Ledger Collection
records.
Financial: CPT Code Check Table is a Pre-requisite for this class. Learn how to create the
CPTCHECK.FLG file that activates the CPT Code Check functionality in Advantage.
This is a Pre-requisite to Financial: CPTCHECK.FLG. This table enables you to verify that a
procedure code posted in the Ledger is "legal" for the provider ID at this service Location
and for the Plan and Date of Service associated with the charge.
Financial: Credit Card Co’s Table
TAB_303_OZ
3
Financial: Fee Category Codes Table
TAB_304_OZ
This table stores the credit card types your office accepts as payment.
This table may be used to customize descriptions for the 2-digit category codes assigned to
charges in your Fee Schedules. These descriptions appear on the Office Production report.
Financial: Global Periods Table
TAB_314_OZ
4
Financial: Group Posting Table
TAB_315_OZ
This table stores the Global Period in Days associated with specific procedures.
This table supports the Ledger MULT command, used to automatically post groups of
charges to the patient Ledger by a single Group Posting Code.
Financial: Location/Provider Restriction
Table
TAB_316_OZ
Financial: Modifiers Table
TAB_320_OZ
Financial: NDC Table
TAB_321_OZ
Financial: Notes Table
TAB_322_OZ
Financial: Payors Table
TAB_323_OZ
This is part two of a two part lesson about the Services Table. Learn how your fee schedules
for professional services are stored.
This course is a pre-requisite for Financial: Materials Table (Fee Columns). Learn about the
Description screen that stores general information about Materials that is not Plan/Fee
Schedule specific.
This table is available for practices who want to verify that the correct Service Location and
Provider ID combinations are being posted to the ledger.
This table supports the M1, M2, M3 and M4 modifier fields within the Ledger Add/Edit/Insert
Charge window. Modifier codes are sometimes needed to denote special circumstances
related to a charge on insurance claims.
This table stores drugs commonly administered by your practice.
This table stores standard notes or comments that you may wish to include on a patient's
Ledger.
This table is the full list of major insurance carriers, merged with the client's Insurance
Companies table (moved from Look-up Tables > General > Insurance).
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Payor Table: Compulink Update
TAB_336
Payor Table: Claim Edits
TAB_337
Payor Table: Require Authorization
TAB_338
Payor Table: Optical Plan Filter
TAB_339_OZ
The Payors table is the full list of major insurance carriers, merged with the client's
Insurance Companies table. The table is maintained by Compulink and distributed with
product exes. This tutorial covers how to manually run a table update, without downloading
a new exe.
Edit Groups are sets of Individual Claim Edits that are reviewed during claim validation,
either during the insurance billing function or at the patient's ledger. This tutorial covers how
to attach Edit Groups to individual Payors
This tutorial covers the moving of the Require Authorization field, and how it effects
scheduling of appointments.
A Detail option is available in the Payor table, that allows clients to change the list order of
optical carriers in the Spectacle RX screen. This tutorial covers how to attach the Plans to
the Payors, and where that attachment will be seen in the Spectacle RX screen.
Financial: Place of Service Table
TAB_309_OZ
This table stores the Place of Service codes required on insurance claims.
2
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3
2
Financial: Revenue Codes Table
TAB_324_OZ
Financial: Tender Types Table
TAB_325_OZ
This table is used to store Revenue Codes associated with UB04 claims. Revenue codes
are 3-digit numbers used on claims to identify either where the patient received treatment or
what type of treatment was received.
This table is used to identify the types of payments you receive. Your financial reports such
as Payment Report, Deposit Slip and Office Production organize payments according to
their Tender Type
Financial: Type of Service Table
TAB_326_OZ
This table supports the TOS field within the Ledger Add/Edit/Insert Charge window.
2
Financial: Updating PQR Codes
TAB_310_OZ
Learn how to update your system for the latest Physician Quality Reporting codes.
6
Financial: Capitation Plans Table
TAB_301_OZ
This table is where you store the monthly enrollment figures for all of your office's Capitated
Plans.
3
Financial: G/L and AP – Chart of
Accounts Table
TAB_327_OZ
Financial: G/L and AP – Mapping Table
TAB_328_OZ
Financial: Coding Rules Table NEW
V11!
TAB_340_OZ
Financial: Fee Category Codes Table
NEW V11!
TAB_341_OZ
Financial: Fee Posting Groups Table
NEW V11!
TAB_345_OZ
Financial: Fee Group Rules Table NEW
V11!
TAB_350_OZ
2
3
Advanced Setup
This table allows each office to customize their General Ledger Numbers and Account
Descriptions.
This table is a list of the Patient Ledger and Accounts Payable transactions that are written
into the General Ledger Reports.
The Coding Rules table contains records that will be evaluated in conjunction with the Fee
Group Rules table when posting charges from the Exam using the EHR Fee Posting Engine.
The Fee Category Codes table enables you to customize the description of the 2-digit
category codes assigned in your fee schedules as they appear on the Office Production
report.
The Fee Posting Group table supports the Ledger Mult command.
The Fee Group Rules table contains records that will be evaluated in conjunction with the
Legacy Exam Posting Rules/Logic Engine when selecting the “Charges” command from the
Exam screen.
4
4
8
4
7
7
Program: Ledgers
RX Discounts Pharmacy Program
RX Discounts Pharmacy Program NEW
V11!
LEDG_350
Learn about the RX Discounts Pharmacy Program administered by MedImpact and
supported by Compulink.
6
Intro to Ledger
LEDG_165
This tutorial introduces the ledger and menu items.
8
Ledger: Quick Start
LEDG_170
This tutorial covers the functionality of how to get started using the Ledger.
10
Ledger: Add/Edit/Insert Charge Window
LEDG_180
13
Ledger Claim Expand Screen
LEDG_160
This tutorial covers the functionality of each field in the Add/Edit/Insert Charge Window.
This is a short tutorial on additional fields added to the Ledger Expand Claim screen and
attached to the Diagnosis table.
Ledger: Posting a Service Charge
LEDG_185
Learn how to post a Service Charge to a patient’s ledger.
5
Ledger: Posting a Material Charge
LEDG_190_OZ
5
Ledger: Line Item Accounting
LEDG_175
This tutorial covers the functionality of how to post a material charge to a patient's ledger.
This tutorial covers the details of Line Item Posting which is an optional enhancement that
offers complete billing and payment history at the individual charge level.
Ledger: Posting a Responsible
Payment
LEDG_195
7
Ledger: Posting an Unapplied Payment
LEDG_205
Learn how to post a Responsible Payment to the patient’s ledger.
This tutorial covers the how to post an Unapplied Credit such as a copay to the patient's
ledger.
Ledger: Posting an Insurance Payment
LEDG_210
Learn how to post an Insurance Payment to the patient’s ledger.
6
Ledger: Posting an Insurance OverPayment
LEDG_215
Ledger: Posting an Adjustment
LEDG_220
Ledger: Posting an Account
Responsible Refund
LEDG_225
Ledger: Posting an Insurance Refund
LEDG_230
This tutorial covers the how to post an Insurance Refund to the patient's ledger.
9
Ledger: Payment Transfer
LEDG_235
This tutorial covers the how to post a Payment Transfer to the same account or to another
account.
9
Reconciling Ledger Items (Line Item
Posting Only)
LEDG_120_OZ
Ledger: Batch Posting
LEDG_330
Ledger: Errors and Reminder Messages
LEDG_270
Ledger Balance
LEDG_150
Functionality
This tutorial covers how to post an Insurance Over-payment to the patient's ledger.
Learn how to post an Adjustment (discount, write off, etc…) to the patient's ledger.
Learn how to post an Account Responsible refund through an adjustment to the ledger.
Troubleshooting tips for ledger posting in the Line Item Accounting environment.
This tutorial covers the following Ledger command: Batch. Batch Posting allows posting of
charges, payments and adjustments into unique batches.
An overview of Error and Remind Messages that might be encountered while posting to the
ledger.
This tutorial covers the change in the label color for the Responsible and Insurance
balances at the Patient Ledger.
3
9
9
3
8
7
18
7
2
1
LEDG_155
This tutorial explains how to attach a JCode to an NDC record in the table, and have that
NDC record created automatically when the attached JCode is posted to the Patient Ledger.
3
Ledger: Printing Overview
LEDG_240
This is an overview of the different Print Options available on the ledger.
10
Ledger: Print – Ins. Claims/Trackers
LEDG_300
Ledger: Print – Receipts and
Statements
LEDG_305
Ledger: Print – Superbills
LEDG_310
This tutorial covers the following ledger commands from the Print Menu: Ins. Claim and
Tracer. Learn how to generate a paper claim for tracer for one patient account at a time
This tutorial covers the following ledger commands from the Print Menu: Receipt, Statement
and Ledger. Learn how to generate printed receipts, statements and ledger views for
individual patient account.
This tutorial covers the following ledger commands from the Print menu, SuperBill and AutoSuperBills. These walk-out paper statements include limited claim data that would allow a
patient to bill their own insurance claims.
Ledger: Print – VSP WellVision
Statement
LEDG_315_OZ
This tutorial covers the following ledger commands from the Print menu: VSP WellVision.
Learn how to generate a statement showing savings with Eyefinity coverage.
4
Receipt Formats
LEDG_135
Learn about the different receipt formats available for printing from the patient ledger, how to
change your default printout and how to include your practice logo.
31
LEDG_275
This tutorial covers the following ledger commands from the View Menu: Default, Primary
Carrier, Secondary Carrier, Tertiary Carrier and Resp. Balance. Understand the default
ledger screen that displays when entering a patient ledger; learn how to view insurance bill
and paid dates and amounts per carrier type (1,2 or 3); see how to view only responsible
information at a glance for outstanding balances, payments and adjustments
7
LEDG_280
This tutorial covers the following ledger commands from the View Menu: Line Item Sort,
displays a Line Item Activity Summary, by individual charge transaction, a complete history
of all activity including dates billed to insurance by specific Carrier, dates payments and
adjustments were posted from insurance or responsible, and Line Item Notes.
7
LEDG_285
This tutorial covers the following ledger commands from the View Menu: Location Specific,
Provider ID Specific, Department Specific, Auxiliary ID Specific and Rx Specific. Learn how
to view information for only location, provider, auxiliary provider or department at a time. See
how to display, in the ledger, charges posted using the Contact Lens or Spectacle Rx
screens
7
LEDG_255
This is an overview of each area under the Options Command on the Ledger.
7
6
Ledger: Options – Line Item Detail
LEDG_256
This tutorial covers the following ledger commands from the Options Menu: View Line Item
Detail and Delete Line Item Pmt Dist. Details including bill and paid dates, amounts and
notes can be easily viewed per charge transaction; the distribution of payments deleted
when an error has been made.
Ledger: Options – Statement Options
LEDG_257
This tutorial covers the following ledger commands from the Options Menu: Statement Hold
8
NDC Code Posting
Ledger Printing Command
5
8
5
Ledger View Command
Ledger: View Commands – Insurance &
Responsible view
Ledger: View Commands – Line Item
Sort, Services & Materials Only
Ledger: View Commands – Specifics
Ledger Options
Ledger: Options Overview
Ledger: Options - Discounts
LEDG_258_OZ
which will temporarily stop statements from going to a single patient; Statement Message,
where you can add specific customized statement messages to an individual patient.
Statement History, where you can view a listing of all statements printed.
This tutorial covers the following ledger commands from the Options Menu: Service
Discount and Material Discount.
4
Ledger: Options – Exempt/Close
LEDG_259
Ledger: Options – Tickler Updated V11!
LEDG_260
Ledger: Options – Fee Schedule
Override
LEDG_261
Ledger: Options – Co-Pay
LEDG_262
This tutorial covers the following ledger commands from the Options Menu: Close, will
prevent further charges from being posted to a specific ledger account; Exempt, to prevent
finance charges from being automatically calculated and added to a patient ledger.
This tutorial covers the following ledger commands from the Options Menu: Tickler, used to
set date or visit trigger for tracking appointments or time periods.
This tutorial covers the following ledger commands from the Options Menu: Fee Schedule
Override, which is used to temporarily change a patient's financial plan so charges may be
posted from a different fee schedule.
This tutorial covers the following ledger commands from the Options Menu: Co-Pay, setting
a flat fee per visit to be collected from the patient.
Ledger: Options – Void Entry & Return
(Unpaid Transactions)
LEDG_263
This tutorial covers the following ledger commands from the Options Menu: Void and Return
for Unpaid Charges to reverse ledger entries made in error as opposed to deleting them.
10
Ledger: Options – Void Entry & Return
(Paid Transactions)
LEDG_264
This tutorial covers the following ledger commands from the Options Menu: Void and Return
for Paid Charges to reverse entries made in error as opposed to deleting them.
10
Ledger: Material Deposit
LEDG_265
Ledger: Options – View History
LEDG_266
Collection and Payment Plan
LEDG_125
6
3
5
6
This tutorial covers the following ledger commands from the Options: Material Deposit,
utilized for a quick deposit calculation of current materials being purchased.
This tutorial covers the following ledger commands from the Options Menu: View Audit Trail,
to see a record of every ledger transactions including edits and deletions; View Archive give
the ability to view ledger activity from an account that has been archived
Learn how to create ledger collection records to work past due accounts or to establish
payment plans
44
EHR_600_OZ
The EHR Fee Posting Engine takes the busy-work out of Coding. It evaluates the data fields
within a medical record, and determines which Codes should be posted to the patient
ledger.
13
EHR_605_OZ
This recording will give an overview of Educational Resources available such as websites,
videos and internal documents used for patient and staff educational needs.
10
EHR_535_Z
This is a general overview of the commands on the Electronic Health Records in Version 11.
For more in depth training on individual commands please refer to these Courses: EHR
Commands: Search; EHR Commands: Print; EHR Commands: View; EHR Commands:
Receive & Transmit; EHR Commands: VueCare and EHR Commands; Utility.
5
7
Program: Electronic Health Records
EHR Fee Posting Engine
EHR Fee Posting Overview NEW! V11!
Educational Resources
Educational Resources Overview
NEW! V11!
Overview
EHR Commands: General Overview
NEW! V11!
9
EHR Data Entry Methods for EHR
Examination Tabs
EHR_111
This course introduces you to the different options available for documenting Electronic
Heath Data in a patient's medical record.
10
EHR Overview I
EHR_115_OZ
EHR Overview II
EHR_116_OZ
EHR Exam Screen Icons
EHR_117
This is part one of a two part overview of Advantage Electronic Health Records. Prerequisite
to EHR_116_OZ.
This is part two of a two part overview of Advantage Electronic Health Records. Prerequisite
to this course is EHR_115_OZ.
Learn about the picture icons that are used to navigate throughout the medical record
screens.
EHR_118
How to create Encounter Favorite templates of values you would normally see when
examining a patient with a specific condition.
15
EHR Shortcuts: Right Click Tab
EHR_383
This is a short tutorial on using the Right Click option to complete an entire Exam Screen
Tab.
6
EHR Shortcuts: ImageView/Updating
EHR_366
EHR Shortcuts: Right Click Data Field
No Table
EHR_367
EHR Shortcuts: Right Click Data Field
W/Table
EHR_368
This tutorial will cover the right click option for Image fields. Right click within a Field for a
sub-menu with choices for completing the field. These choices vary by the Data Field Type.
This tutorial will cover the right click option for Data fields with no attached table. Right click
within a Field for a sub-menu with choices for completing the field. These choices vary by
the Data Field Type.
This tutorial will cover the right click option for Data fields with an attached table. Right click
within a Field for a sub-menu with choices for completing the field. These choices vary by
the Data Field Type.
EHR Shortcuts: Right Click Data Memo
Field
EHR_369
This tutorial will cover the right click option for Memo fields. Right click within a Field for a
sub-menu with choices for completing the field. These choices vary by the Data Field Type.
5
Implementing Electronic Health
Records
EHR_105_OZ
This course offers recommendations to prepare you for a successful implementation of
Advantage medical records. Even though there is no one "Best Way" to implement EHR,
there are certainly some practices & processes that have worked well for others.
31
EHR Tables
EHR_110_OZ
Learn about the look-up tables that support documentation in Advantage medical records.
38
EHR Image – Bitmap Detail Table
EHR_112_OZ
This table stores attributes associated with an individual Drawing Bitmap Image.
8
EHRM Image – Image Overlay Group
Table
EHR_113_OZ
This table stores Overlay Groups consisting of one or more related Overlay Images that may
be laid over a Base Image in the EHR Drawing tool.
5
EHR Image – Image Overlay Table
EHR_114_OZ
Exam Posting Logic
EHR_120_OZ
Data Entry Shortcut (Encounter
Favorites)
8
18
12
7
4
5
Implementation & Setup
How To Add a New Field to Your
Advantage Software
This table stores images/drawings that may be laid over a Base Image in the EHR Drawing
tool.
Learn about Automated Exam Posting from medical records to your patient ledgers.
7
45
Using the Modify Database Utility to create custom fields. For Advantage Master clients.
EHR_121_OZ
Revising Your EHR Codes Tab
EHR_122_OZ
Transfer Paper Layout
EHR_124_OZ
30
How to make changes to the Exam Codes tab in Screen Builder. For Advantage Master
clients.
Learn about this medical records layout that can be used during the transition from paper to
electronic health records to build a base record of pertinent patient information.
37
11
PFSH Legacy Mapping and Health
History Overview NEW! V11!
EHR_610
PFSH Legacy mapping is designed to bring PFSH data into the new Version 11 Health
History tab whether the data is stored in standard or custom fields in Version 10.6.
12
4
Exam Test/Treatment/Surg/Med/Table
EHR_360
This tutorial explains the new fields added to the Exam Test and Treatment databases, the
new search option available for the Exam Treatment and Exam Surgery, and the new
Startyear and Endyear fields for Medications.
Non-Editable Exam Subtable
EHR_361
This tutorial covers how to view information in subtable records that are non-editable.
2
Functionality
Memo Field Functionality
Enhancements
10_5_115
Exam Diagnosis Plan Field Updates
10_5_130
Drawing Updates
10_5_135
Learn about the new memo field functionality available in medical records with Advantage
v10.5. Includes multi-select dropdown lists and a field width check to display either the
Provider ID or Name in dropdown lists.
Learn about new functionality that populates the Diagnosis Plan in the medical record based
on the order, treatment, test or medication documented.
Learn about enhancements to the EHR Drawing tool delivered with Advantage v10.5.
Image Table Updates
10_5_210
Learn about the EHR Image Table enhancements delivered with Advantage v10.5.
4
RX Forwarding Functionality Update
10_5_155_OZ
A short tutorial on new RX Forwarding enhancements released in Advantage v10.5.
4
4
VueCare Functionality
EHR_388_OZ
VueCare is a software for your exam lanes or optical dispensaries that uses interactive
animations with videos to educate patients, and upsell your products and procedures. This
is a short tutorial on how to access this information from the Advantage software.
Dicom Image Viewer Updates
10_5_255
This tutorial covers how to set up default Assessments and Plans per diagnosis.
2
Diagnosis Assessment and Plan
Defaults
EHR_354
This tutorial covers how to set up default Assessments and Plans per diagnosis.
2
EHR Table Default Functionality
EHR_355
This tutorial covers the EHR tables that will now allow you to add default information that will
pull into your patient exam when selected.
2
Default Diagnosis Code
EHR_370
This tutorial explains how to default a diagnosis other than the primary onto to charges
posted from exam
1
Encounter Favorite Enhancements
EHR_357
This tutorial covers how to attach Diagnoses and Order Sets to your Encounter Favorites
4
EHR View Only Access
EHR_384
This tutorial covers how to access and view the DEFAULT layout in the EHR/Exam, if that
module has not been purchased.
1
EHR Edit Mode
EHR_372
This tutorial covers the new options for putting the patient exam into edit mode.
2
HPI Attestation
EHR_385
Each medical record has an individual Medical Record Audit Report that produces a
chronological history of audited activity. This tutorial covers the addition of the HPI
Attestation to the report.
2
Portal Letter Option
EHR_386
This is a short tutorial on how to send a User specified letter to the Patient Portal from the
patient demographic screen.
2
EHR Charges Option
EHR_371
This tutorial covers the new "Save for Ledger Posting" button on the Exam Charge Posting
window.
2
EHR GridEdit Auto-Assign Login ID
EHR_356
This tutorial covers the new EHRGridEdit option that will automatically assign the current
2
5
4
4
Login ID
ShowExamAppts Smart Function
EHR_373
This new feature will show how notes added to the Next Appointments area in the exam can
be transferred to the Appointment Scheduler when scheduling an appointment.
2
TabLoad Smart Function
EHR_365
This tutorial explains what will occur if you try to add a tab on the fly, and it already exists on
the layout
1
Provider Table List Table Functionality
10_5_180
Version 10.5 enhancement checks the size of a field using the Doctor table dropdown list to
display either the Provider's ID or Name.
3
Require Supervisor EHR Sign-Off
10_5_105
Learn about this optional Login Profile setting that allows an individual to sign off on a
medical record only after their Supervisor has signed off.
4
EHR Restricted to Own Patients
10_5_110
Learn about this optional Login Profile setting that allows an individual to only access
medical records that they have added to Advantage.
3
VDE: Base Image Front Field
EHR_362_BCDF
MOTZ
This tutorial covers the VDE (Visual Documentation Engine), and how to control whether the
front or back of the image is being displayed.
2
VDE: Image Table Simplification
EHR_363_BCDF
MOTZ
This tutorial covers the changes made to the following EHR Image tables: Base Image,
Bitmap Detail, and Bitmap Group.
3
VDE: ExamDiag Assessment
Population
EHR_364_BCDF
MOTZ
This tutorial covers the VDE (Visual Documentation Engine), and how you can use that to
populate the Exam Diagnosis and Assessment.
1
ShowExamAppts Smart Function
EHR_373
This new feature will show how notes added to the Next Appointments area in the exam can
be transferred to the Appointment Scheduler when scheduling an appointment.
2
TabLoad Smart Function
EHR_365
This tutorial explains what will occur if you try to add a tab on the fly, and it already exists on
the layout
1
10_5_180
Version 10.5 enhancement checks the size of a field using the Doctor table dropdown list to
display either the Provider's ID or Name.
3
Require Supervisor EHR Sign-Off
10_5_105
Learn about this optional Login Profile setting that allows an individual to sign off on a
medical record only after their Supervisor has signed off.
4
EHR Restricted to Own Patients
10_5_110
Learn about this optional Login Profile setting that allows an individual to only access
medical records that they have added to Advantage.
3
VDE: Base Image Front Field
EHR_362_BCDF
MOTZ
This tutorial covers the VDE (Visual Documentation Engine), and how to control whether the
front or back of the image is being displayed.
2
VDE: Image Table Simplification
EHR_363_BCDF
MOTZ
This tutorial covers the changes made to the following EHR Image tables: Base Image,
Bitmap Detail, and Bitmap Group.
3
VDE: ExamDiag Assessment
Population
EHR_364_BCDF
MOTZ
This tutorial covers the VDE (Visual Documentation Engine), and how you can use that to
populate the Exam Diagnosis and Assessment.
1
VDE Draw Options
EHR_387_BCDF
MOTZ
This tutorial shows the new location for the Draw Tools in the Visual Documentation Engine.
1
EHR_374
This is a tutorial on how to print lab information for the current ExamTest record highlighted
in the software.
2
Provider Table List Table Functionality
Lab Label Printing
Exam Material Posting
EHR_359_FOZ
This tutorial covers posting Inventory types M (Miscellaneous) and I (IOL) from the patient
exam
2
Surgery & EHR Order DropDown List
10_5_125
Learn about enhancements to the Surgery & EHR Order DropDown Lists delivered with
Advantage v10.5.
2
EHR Commands: Search New! V11!
EHR_540_O
This tutorial covers all of the menu options found under the Search command, located inside
of the Medical Records area.
4
EHR Commands: Print New! V11!
EHR_545_OZ
This tutorial covers all of the menu options found under the Print command, located inside of
the Medical Records area.
6
EHR Commands: View New! V11!
EHR_550_OZ
This tutorial covers all of the menu options found under the View command, located inside of
the Medical Records area.
5
New! V11!
EHR_555_OZ
This tutorial covers the setup and functionality of the Receive and Transmit commands
within the patient medical records.
3
EHR Commands: Images New! V11!
EHR_560_OZ
This tutorial covers the functionality of the Images command within the patient medical
records.
2
EHR_565_OZ
VueCare is a software for your exam lanes or optical dispensaries that uses interactive
animations with videos to educate patients, and upsell your products and procedures. This is
a short tutorial on how to access this information from the Advantage software.
5
EHR_575_OZ
This tutorial covers all of the menu options found under the Utility command, located inside
of the Medical Records area.
2
EHR Commands: Receive and Transmit
EHR Commands: VueCare New! V11!
EHR Commands: Utility New! V11!
EHR Examination Tabs For V10 See EHR Tour of Version 11 Screens Program for V11 Examination Tabs
EHR: Summary Tab
EHR_311_OZ
Summary is a snapshot of historical data that can be reviewed prior to moving forward with
the patient exam.
Data related to the patient’s organ systems, such as Cardiovascular, Respiratory and
Neurological, are documented here.
18
Complaint Tab
EHR_129_OZ
The patient complaints for an individual visit are documented here.
19
Adding New Plans
EHR_123_OZ
Learn how to add a new Diagnosis Plan to a patient's medical record.
8
Visual Fields Tab
EHR_147_OZ
The Vis Field Tab is where Visual Fields Testing data is documented.
6
Ophthalmoscopy Tab
EHR_148_OZ
This tab is where Extended Ophthalmoscopy testing data is documented.
10
Gonioscopy Tab
EHR_149_OZ
The Gonio Tab is where the Gonioscopy testing data is documented.
6
Fundus Photography Tab
EHR_150_OZ
The Fundus Pho Tab is where the Fundus Photography Testing data is documented.
8
OCT Tab
EHR_151_OZ
The OCT Tab is where Optical Coherence Tomography (OCT) test data is documented.
7
Topography Tab
EHR_152_OZ
The Topography Tab is where Corneal Topography test data is documented.
5
Refractive Surgery Pre-Op Tab
EHR_155_OZ
6
EHR: Anterior Tab
EHR_300_OZ
This tab is used to document pertinent information prior to Refractive Surgery.
The Anterior Tab is where the Anterior Segment Exam is documented.
12
EHR: Anterior Posterior Tab
EHR_301_OZ
The Ant/Pos Tab is available for documenting Anterior Segment and Posterior Segment
examinations.
14
EHR_310_OZ
EHR: ROS Tab
9
EHR: Binocular Testing Tab
EHR_302_OZ
The Binocular Test Tab is where Binocular Testing/Vision Assessment data is documented.
12
EHR: Cataract Pre-Op Tab
EHR_303_OZ
The Cat Pre-op Tab is used to document pertinent information prior to Cataract Surgery.
16
EHR: CL Check Tab
EHR_304_OZ
This tab is designed for efficient documentation of the patient’s regular contact lens checks
14
EHR: CL Eval and Diags Tab
EHR_305_OZ
17
EHR: Drawing Tool
EHR_306_OZ
This tab is where Contact Lens Evaluation and Fitting information is documented.
Learn about the Drawing Tool in Advantage medical records, available for use with base
images attached to the screens as well as for patient images that have been imported or
scanned in.
EHR: Objective Tab
EHR_307_OZ
18
EHR: PFSH Tab
EHR_308_OZ
The Objective Tab is available for documenting Objective Testing data.
The Past Family Social History (PFSH) tab is where the patient's Past and Present Ocular
History, Family Ocular History and Social History are documented.
EHR: Vitals Tab
EHR_309_OZ
Vitals signs such as blood pressure, height and weight are documented on this tab.
11
EHR: Posterior Tab
EHR_312_OZ
20
EHR: Treatment Tab
EHR_313_OZ
The Posterior Tab is where the Posterior Segment Exam is documented.
Learn how the Treatment tab is used to document both Surgeries and Treatments that are
provided for the patient.
EHR: Testing Tab
EHR_314_OZ
The Testing Tab provides a history of tests ordered and performed for the patient.
14
EHR: RS (Lasik) Post Op Tab
EHR_315_OZ
This tab is used to document a refractive surgery post-operative visit.
20
EHR: Medications Filtered Tab
EHR_316_OZ
Where the patient's Medications, Allergies and Medical Alerts are documented.
22
EHR: Codes and PQR Tab
EHR_317_OZ
Billing and Physician Quality Reporting codes to post.
15
EHR: Refraction and Refraction W/K
Readings Tab
EHR_319_OZ
17
EHR: Objective/Refractive Tab
EHR_320_OZ
EHR: Post-Op Tab
EHR_321_OZ
EHR: History Tab
EHR_322_OZ
EHR: Immunizations Tab
EHR_350
EHR: Communications Tab
EHR_351
EHR: Lab Tests Tab
EHR_352
EHR: Plan Tab
EHR_318_OZ
These tabs are where Refraction, Visual Analysis and Keratometry data are documented.
The Objective/Refractive Tab is available for documenting Objective Testing and Refraction
data. It is organized in two sections, Objective Testing and Refraction/Visual Fields.
The Post-op Evaluation Tab is used to document pertinent information following Cataract
Surgery.
The History Tab is where the Review of Systems, Vitals, Past, Family and Social History
data is documented.
Document details related to patient immunizations including date, brand, dose, route,
manufacturer and reaction.
Document various types of communications related to the patient. This might include verbal
communications with the patient or with others on the patient’s behalf.
History of Lab work, Radiology reports and other tests/orders that are sent or received
electronically, imported into the medical record or documented via data entry.
Diagnoses with corresponding Assessments and Plans, next Appointments, Educational
Resources and individuals associated with the visit.
Adding New Plans
EHR_123_OZ
Learn how to add a new Diagnosis Plan to a patient's medical record.
8
EHR_180_Z
Learn about the Surgery Admissions tab, part of the ASC Procedure layouts. This tab is for
13
25
12
11
23
16
22
14
11
11
20
ASC
Eyemd EHR: Admissions Tab (ASC)
the individual who is checking the patient in.
Eyemd EHR: Anesthesia Tab (ASC)
EHR_185_Z
Eyemd EHR: Chart Audit Tab (ASC)
EHR_190-Z
Learn about the Anesthesia tab where the anesthesia given to the patient for their surgery is
documented. It displays Operative Orders from the physician and has an area for the
patient's Vitals as well as checklists to indicate the Equipment in Place.
Learn about this tab, designed for the Chart Auditor to review and document all elements
related to the surgery from Admissions through the Post Op phone call.
Eyemd EHR: Circulator Tab (ASC)
EHR_195_Z
Learn about Circulator tab, designed for the nurse in the OR.
14
Eyemd EHR: Follow-Up Phone Call Tab
(ASC)
EHR_205_Z
Learn about the Telephone Follow-Up tab, designed for your post-surgery phone
communications with the patient.
11
Eyemd EHR: Phaco Procedure Tab
(ASC)
EHR_210_Z
Learn about the Phaco Procedure tab used for phacoemulsification cataract surgery.
Operative notes and complications are documented here.
11
Eyemd EHR: Procedure Tab (ASC)
EHR_215_Z
Eyemd EHR: ASC PQR Tab
EHR_216_Z
Eyemd EHR: Discharge Tab (ASC)
EHR_217_Z
Eyemd EHR: Physical Tab
EHR_220_Z
Learn about the Procedure tab where Operative notes and complications are documented.
Learn about the ASC PQR tab, used to complete documentation of the PQR measures
related to an Ambulatory Surgery Center. Recorded:
The Surgery Discharge tab is used by the discharge nurse. Operative orders can be
reviewed and a post-op assessment performed.
This tab is used to document the body systems, including Ear/Nose/Throat, Cardiovascular,
Respiratory, Musculoskeletal and Psychiatric.
ASC Updates
EHR_218_Z
This tutorial goes over the changes to the ASC Companion account and Exam Audit Trail.
ASC Multi_User_Access
10_5_100
Co-Management of Care
EHR_353_Z
Learn about the rules associated with multiple users accessing a single patient's medical
record in the ASC environment.
This tutorial covers the new option for displaying in the exam, the name of the Provider that
is Co-Managing the care of the patient.
INS_129_OZ
This tutorial covers how to make the changes to your Services table for the 2015 PQR Code
Changes.
4
ERX_115
An overview of Compulink's Advantage software interface with the NewCrop electronic
prescribing system.
13
E-RX: Getting Started
ERX_120
Learn how to get started with e-Prescribing through Advantage. This includes the NewCrop
Provider Agreement, setting up Pharmacies and Insurance Payers and setting up your
Advantage tables.
20
E-RX: New Crop Admin Setup
ERX_125
Learn about the NewCrop Admin Page where you build lists of pharmacies, health plans for
formulary checking, run reports and more.
16
15
7
9
5
6
14
3
4
1
PQR
2015 PQR Changes – Eyecare/Eyemd
Program: E-Prescribing
Setup
E-RX: General Overview
E-RX: New Crop Pt. Details &
Diagnoses
ERX_130
Learn about the NewCrop Patient Details page that stores the patient's personal data,
contact information, health plan/insurance information, pharmacy of choice, etc
13
E-RX: Import/Add/Discontinue Current
Medications
ERX_135
Learn how to document the patient's existing medications and allergies to ensure that they
will be included in checks for drug to drug, drug to allergy and drug to condition interactions.
28
E-RX: Prescribing a New Medication
ERX_140
Learn the steps to prescribing a new medication via the Advantage/NewCrop interface.
26
E-RX: Mail Order Prescriptions
ERX_145
Learn how to process mail order prescriptions through the Advantage/NewCrop interface.
19
E-RX: Refilling a Medication
ERX_150
Learn about the options for generating prescription refills through NewCrop, including Instant
Renewal when there is no change to the prescription.
18
ERX_160
Learn about reports available from NewCrop such as the Prescriber Report with
detail for each prescription that includes the date ordered, patient name, practice
location, medication w/sig, pharmacy and the method (route) of transmission.
19
ERX_155
Learn about the NewCrop Status page that provides a snapshot of prescriptions that have
not been processed for providers and staff.
13
ERX_165
Learn how to troubleshoot common issues and error messages with the
Advantage/NewCrop interface.
20
HCM_100
This is a short tutorial on Health Maintenance Rules, Order Sets and Resources.
6
HCM_105
Learn how this table contains clinical decision making support tools associated with the
patient's care.
5
HCM_135
This table supports the Category field in the HCM Rules table editing window. You can
categorize your Health Care Maintenance Rules, such as Documentation Validation,
Wellness and Immunizations.
2
HCM_110
Learn about this table which contains Order Sets, that are combinations of action items such
as tests, treatments, referrals, orders and immunizations. Learn how bundling actions into a
set saves time.
5
HCM_115
Order Sets are combinations of action items such as tests, treatments, referrals, orders and
immunizations. Bundling actions into a set saves time. This is a short tutorial on the places
4
Functionality
Reports
E-RX: Reports
Maintenance
E-RX: Status Page Work Queue
E-RX: Troubleshooting
Program: Health Care Maintenance
Overview
Health Care Maintenance: Overview
Rules
Health Care Maintenance: Rules
Health Care Maintenance: Rule
Categories
Order Sets
Health Care Maintenance: Order Sets
(Table)
Health Care Maintenance: Order Sets
(Attach)
where Order Sets can be attached.
HCM Order Sets Update
HCM_140
This tutorial covers adding Education Resources to the Order Sets, changes in attaching
Order Sets, and general control of the display order and hiding of Sets.
5
Health Care Maintenance:
Diagnosis/Orderset Mapping
HCM_145
This table is used to assign Order Sets to Diagnoses, so that they are run against the
patient's problem list.
4
HCM_125
This is part 1 of 2 classes on Health Care Maintenance Resources. The following tables will
be covered: type, Class, Category, and Source.
4
HCM_130
This is part 2 of 2 classes on Health Care Maintenance Resources. This will cover the
Resource Item table. Educational Resources such as websites, videos and internal
documents are used for patient and staff education.
6
HIPAA_100
Conducting a Security Risk Analysis of your certified EHR Technology and your processes,
and creating a plan to correct deficiencies.
28
This course will give an overview of what is required for Stage 1 and Stage 2 Meaningful
Use. Individual classes are currently being developed for the following specific topics:
Detailed requirements of Stage 1 and Stage 2 Core and Menu Objectives; CQM's and
Reporting to CMS.
15
This is a short tutorial on the Stage 2 related changes that will be effective in 2014.
33
MU_310
This course is an overview of the 13 Core Objectives to meet Meaningful Use for Stage 1 in
2014. Individual classes are being created for each of the Core Objectives that will
demonstrate where/how to satisfy the objective utilizing your Advantage software.
13
Meaningful Use Stage 1: Core 1
CPOE(Computerized Provider Order
Entry) NEW V11!
MU_400
OBJECTIVE: Use computerized provider order entry (CPOE) for medication orders directly
entered by any licensed healthcare professional who can enter orders into the medical
record per state, local and professional guidelines.
10
Meaningful Use Stage 1: Core 2
Drug>Drug & Drug>Allergy Checks
NEW V11!
MU_401
OBJECTIVE: Implement Drug-Drug, Drug-Allergy Checking.
3
Resources 1 & 2
Health Care Maintenance: Resources 1
Health Care Maintenance: Resources 2
Program: HIPAA
HIPAA
HIPAA Security Plan Webinar
Program: Meaningful Use 2014
Overviews
MU_305
Meaningful Use Overview: The
Roadmap to Success NEW! V11!
Overview of Meaningful Use Stage 2
What to Expect in 2014!
MU_281
2014 Stage 1 Core Objectives
Meaningful Use Stage 1: Overview of
Core Objectives Updated V11!
Meaningful Use Stage 1: Core 3
Maintain Problem List NEW V11!
MU_402
Meaningful Use Stage 1: Core 4 EPrescribing NEW V11!
MU_403
Meaningful Use Stage 1: Core 5 Active
Medication List NEW V11!
MU_404
Meaningful Use Stage 1: Core 6
Medication Allergy List NEW V11!
MU_405
Meaningful Use Stage 1: Core 7 Record
Demographics NEW V11!
MU_406
MU_407
Meaningful Use Stage 1: Core 8 Record
Vital Signs NEW V11!
Meaningful Use Stage 1: Core 9 Record
Smoking Status NEW V11!
MU_408
Meaningful Use Stage 1: Core 10
Clinical Decision Support Rule NEW
V11!
MU_409
Meaningful Use Stage 1: Core 11 View,
Download & Transmit Online NEW V11!
MU_410
Meaningful Use Stage 1: Core 12
Clinical Summaries NEW V11!
MU_411
MU_412
Meaningful Use Stage 1: Core 13
Security Risk Analysis NEW V11!
OBJECTIVE: Maintain up-to-date Problem List of current and active diagnoses.
6
OBJECTIVE: Generate and transmit permissible prescriptions electronically (eRx).
9
OBJECTIVE: Maintain an Active Medication List.
5
OBJECTIVE: Maintain Active Medication Allergy List.
6
OBJECTIVE: Record all of the following demographics: (A) Preferred language (B) Gender
(C) Race (D) Ethnicity (E) Date of birth.
6
OBJECTIVE: Record and chart changes in the following vital signs: height/length and weight
(no age limit); blood pressure (ages 3 and over); calculate and display body mass index
(BMI); and plot and display growth charts for patients 0-20 years, including BMI.
8
OBJECTIVE: Record Smoking Status for patients 13 years old or older.
6
OBJECTIVE: Clinical Decision Support.
6
OBJECTIVE: Provide patients the ability to view online, download and transmit their health
information within four business days of the information being available to the EP.
14
OBJECTIVE: Provide Patients With Clinical Summary for Each Office Visit.
11
OBJECTIVE: Security Risk Analysis. Protect electronic health information created or
maintained by the Certified EHR Technology through the implementation of appropriate
technical capabilities.
6
2014 Stage 1 Menu Objectives
Meaningful Use Stage 1: Overview of
Menu Objectives Updated V11!
MU_315
Meaningful Use Stage 1: Menu 1 Drug
Formularies NEW V11!
MU_413
Meaningful Use Stage 1: Menu 2
Clinical Lab Test Results NEW V11!
MU_414
Meaningful Use Stage 1: Menu 3 Patient
List by Condition NEW V11!
MU_415
Meaningful Use Stage 1: Menu 4 Patient
Reminders NEW V11!
MU_416
This course is an overview of the 9 Menu Objectives to meet Meaningful Use for Stage 1 in
2014. Individual classes are being created for each of the Menu Objectives that will
demonstrate where/how to satisfy the objective utilizing your Advantage software .
12
OBJECTIVE: Implement Drug Formulary Checking.
6
OBJECTIVE: Incorporate Clinical Lab Test Results Into EHR as structured Data.
7
OBJECTIVE: Generate Patient Lists by Specific conditions to use for quality improvement,
reduction of disparities, research, or outreach.
4
OBJECTIVE: Send reminders to patients per patient preference for preventative/follow-up
care.
6
Meaningful Use Stage 1: Menu 5 Patient
Specific Education Resources NEW
V11!
MU_417
Meaningful Use Stage 1: Menu 6
Medication Reconciliation NEW V11!
MU_418
OBJECTIVE: Use certified EHR technology to Identify Patient-Specific Educational
Resources and provide those resources to the patient if appropriate.
7
OBJECTIVE: The EP who receives a patient from another setting of care or provider of care,
or believes an encounter is relevant, should Perform Medication Reconciliation.
6
MU_419
OBJECTIVE: The EP who transitions their patient to another setting of care or provider of
care, or refers their patient to another provider of care, should provide a Summary of Care
Record for each transition of care or referral.
10
MU_420
OBJECTIVE: Test the certified EHR technology’s Capability to Submit Electronic Data to
Immunization Registries or Immunization information systems and actual submission in
accordance with applicable law and practice. Of the five Menu Set Objectives selected, you
must include either Immunization Registries or Syndromic Surveillance Data.
7
OBJECTIVE: Test the certified EHR technology’s capability to Submit Electronic Syndromic
Surveillance Data to Public Health Agencies and actual submission in accordance with
applicable law and practice. Of the five Menu Set Objectives selected, you must include
either Immunization Registries or Syndromic Surveillance Data.
9
This course is an overview of the 17 Core Objectives to meet Meaningful Use for Stage 2 in
2014. Individual classes are being created for each of the Core Objectives that will
demonstrate where/how to satisfy the objective utilizing your Advantage software.
21
Meaningful Use Stage 1: Menu 7
Summary of Care Record NEW V11!
Meaningful Use Stage 1: Menu 8
Immunization Registries NEW V11!
MU_421
Meaningful Use Stage 1: Menu 9
Syndromic Surveillance Data NEW V11!
2014 Stage 2 Core Objectives
MU_320
Meaningful Use Stage 2: Overview of
Core Objectives Updated V11!
MU_500
Meaningful Use Stage 2: Core 1 CPOE
(Computerized Provider Order Entry)
Updated V11!
OBJECTIVE: Use computerized provider order entry (CPOE) for medication, laboratory and
radiology orders (such as CT scan, MRI, x-rays) directly entered by any licensed healthcare
professional who can enter orders into the medical record per state, local and professional
guidelines.
12
Meaningful Use Stage 2: Core 2 e-Rx
(Prescribe Electronically) NEW V11!
MU_501
Meaningful Use Stage 2: Core 3 Record
Patient Demographics NEW V11!
OBJECTIVE: Generate and transmit permissible prescriptions electronically (eRx).
11
MU_502
OBJECTIVE: Record the following demographics: preferred language, sex, race, ethnicity,
date of birth.
6
MU_503
OBJECTIVE: Record and chart changes in the following vital signs: height/length and weight
(no age limit); blood pressure (ages 3 and over); calculate and display body mass index
(BMI); and plot and display growth charts for patients 0-20 years, including BMI.
9
OBJECTIVE: Record smoking status for patients 13 years old or older.
6
OBJECTIVE: Use clinical decision support to improve performance on high-priority health
conditions.
7
OBJECTIVE: Provide patients the ability to view online, download and transmit their health
information within four business days of the information being available to the EP.
16
Meaningful Use Stage 2: Core 4 Record
Vital Signs NEW V11!
Meaningful Use Stage 2: Core 5 Record
Smoking Status NEW V11!
MU_504
Meaningful Use Stage 2: Core 6 Clinical
Decision Support Rules NEW V11!
MU_505
Meaningful Use Stage 2: Core 7 Patient
Online Access NEW V11!
MU_506
Meaningful Use Stage 2: Core 8 Clinical
Summaries NEW V11!
MU_507
Meaningful Use Stage 2: Core 9
Security Risk Analysis NEW V11!
MU_508
Meaningful Use Stage 2: Core 10
Clinical Lab Test Results NEW V11!
MU_509
Meaningful Use Stage 2: Core 11
Generate Patient Lists NEW V11!
MU_510
MU_511
Meaningful Use Stage 2: Core 12
Patient Reminders Updated V11!
OBJECTIVE: Provide clinical summaries for patients for each office visit.
11
OBJECTIVE: Security Risk Analysis. Protect electronic health information created or
maintained by the Certified EHR Technology through the implementation of appropriate
technical capabilities.
6
OBJECTIVE: Incorporate clinical lab-test results into Certified EHR Technology as structured
data.
7
OBJECTIVE: Generate lists of patients by specific conditions to use for quality improvement,
reduction of disparities, research, or outreach.
4
OBJECTIVE: Use clinically relevant information to identify patients who should receive
reminders for preventive/follow-up care and send these patients the reminders, per patient
preference.
8
OBJECTIVE: Use clinically relevant information from certified EHR technology to Identify
Patient-Specific Educational Resources and provide those resources to the patient if
appropriate.
9
Meaningful Use Stage 2: Core 13
Patient-Specific Education Resources
NEW V11!
MU_512
Meaningful Use Stage 2: Core 14
Medication Reconciliation NEW V11!
MU_513
OBJECTIVE: The EP who receives a patient from another setting of care or provider of care,
or believes an encounter is relevant, should perform medication reconciliation.
8
MU_514
OBJECTIVE: The EP who transitions their patient to another setting of care or provider of
care, or refers their patient to another provider of care, should provide a summary care
record for each transition of care or referral.
15
MU_515
OBJECTIVE: Capability to submit electronic data to immunization registries or immunization
information systems except where prohibited, and in accordance with applicable law and
practice.
9
MU_516
OBJECTIVE: Use secure electronic messaging to communicate with patients on relevant
health information.
7
This course is an overview of the 6 Menu Objectives to meet Meaningful Use for Stage 2 in
2014. Individual classes are being created for each of the Menu Objectives that will
demonstrate where/how to satisfy the objective utilizing your Advantage software.
11
OBJECTIVE: Capability to submit electronic syndromic surveillance data to public health
agencies, except where prohibited, and in accordance with applicable law and practice.
10
OBJECTIVE: Record electronic notes in patient records.
8
OBJECTIVE: Imaging results consisting of the image itself, and any explanation or other
accompanying information.
9
OBJECTIVE: Record patient family health history as structured data.
5
Meaningful Use Stage 2: Core 15
Summary of Care Record NEW V11!
Meaningful Use Stage 2: Core 16
Immunization Registries NEW V11!
Meaningful Use Stage 2: Core 17
Secure Electric Messaging NEW V11!
2014 Stage 2 Menu Objectives
MU_325
Meaningful Use Stage 2: Overview of
Menu Objectives Updated V11!
Meaningful Use Stage 2: Menu 1
Electronic Syndromic Surveillance Data
NEW V11!
MU_517
Meaningful Use Stage 2: Menu 2
Electronic Notes NEW V11!
MU_518
Meaningful Use Stage 2: Menu 3
Imaging Results NEW V11!
MU_519
Meaningful Use Stage 2: Menu 4 Family
MU_520
Health History NEW V11!
Meaningful Use Stage 2: Menu 5
Identify & Report Cancer Cases NEW
V11!
Meaningful Use Stage 2: Menu 6
Identify & Report Specific Cases NEW
V11!
MU_521
MU_522
OBJECTIVE: Capability to identify and report cancer cases to a public health central cancer
registry, except where prohibited, and in accordance with applicable law and practice.
7
OBJECTIVE: Capability to identify and report specific cases to a specialized registry (other
than a cancer registry), except where prohibited, and in accordance with applicable law and
practice.
8
Clinical Quality Measures
Meaningful Use: Overview of Clinical
Quality Measures NEW V11!
MU_330
This course will give an overview of the Clinical Quality Measures used to track the quality of
health care services. Additional classes are being created for each individual CQM and
where/how to satisfy the measuring utilizing the Advantage software.
10
NQF 0018: Controlling High Blood
Pressure NEW V11!
MU_526
The percentage of patients 18-85 years of age who had a diagnosis of hypertension and
whose BP was adequately controlled during the measurement year.
7
Percentage of patients 66 years of age and older who were ordered high-risk medications.
Two rates are reported. a. Percentage of patients who were ordered at least one high-risk
medication. b. Percentage of patients who were ordered at least two different high-risk
medications.
5
Percentage of patients 3-17 years of age who had an outpatient visit with a Primary Care
Physician (PCP) or Obstetrician/Gynecologist (OB/GYN) and who had evidence of the
following during the measurement period. Three rates are reported.
7
Percentage of patients aged 18 years and older who were screened for tobacco use one or
more times within 24 months AND who received cessation counseling intervention if
identified as a tobacco user.
8
Percentage of patients aged 6 months and older seen for a visit between October 1 and
March 31 who received an influenza immunization OR who reported previous receipt of an
influenza immunization.
7
5
MU_527
NQF 0022: Use of High Risk
Medications in the Elderly NEW V11!
NQF 0024: Weight Assessment &
Counseling for Nutrition & Physical
Activity for Children & Adolescents
NEW V11!
MU_528
NQF 0028: Preventive Care and
Screening: Tobacco Use:
Screening/Cessation Intervention NEW
V11!
MU_529
NQF 0041: Preventive Care and
Screening: Influenza Immunization
NEW V11!
MU_530
NQF 0055: Diabetes Eye Exam NEW
V11!
MU_532_OZ
Percentage of patients 18-75 years of age with diabetes who had a retinal or dilated eye
exam by an eye care professional during the measurement period or a negative retinal exam
(no evidence of retinopathy) in the 12 months prior to the measurement period.
NQF 0059: Diabetes: Hemoglobin A1c
Poor Control NEW V11!
MU_534
Percentage of patients 18-75 years of age with diabetes who had hemoglobin A1c > 9.0%
during the measurement period.
5
NQF 0064: Diabetes: Low Density
Lipoprotein (LDL) Management NEW
V11!
MU_535
Percentage of patients 18–75 years of age with diabetes, whose LDL-C was adequately
controlled (<100 mg/dL) during the measurement period.
5
NQF 0086: Primary Open Angle
MU_536_OZ
Percentage of patients aged 18 years and older with a diagnosis of POAG who have an optic
6
Glaucoma: Optic Nerve Evaluation
NEW V11!
nerve head evaluation during one or more office visits within 12 months.
NQF 0088: Diabetic Retinopathy:
Documentation of Presence or Absence
of Macular Edema & Level of Severity
of Retinopathy NEW V11!
MU_537_OZ
Percentage of patients aged 18 years and older with a diagnosis of diabetic retinopathy, who
had a dilated macular or fundus exam performed, which included documentation of the level
of severity of retinopathy and the presence or absence of macular edema during one or
more office visits within 12 months.
6
MU_544
Percentage of specified visits for patients aged 18 years and older for which the eligible
professional attests to documenting a list of current medications to the best of his/her
knowledge and ability. This list must include ALL prescriptions, over-the-counters, herbals,
and vitamin/mineral/dietary (nutritional) supplements AND must contain the medications'
name, dosage, frequency and route of administration.
6
MU_545
Percentage of patients aged 18 years and older with an encounter during the reporting
period with a documented calculated BMI during the encounter or during the previous six
months, AND when the BMI is outside of normal parameters, follow-up is documented during
the encounter or during the previous six months of the encounter with the BMI outside of
normal parameters.
7
MU_546_OZ
Percentage of patients aged 18 years and older with a diagnosis of uncomplicated cataract
who had cataract surgery and had any of a specified list of surgical procedures in the 30
days following cataract surgery which would indicate the occurrence of any of the following
major complications: retained nuclear fragments, endophthalmitis, dislocated or wrong power
IOL, retinal detachment, or wound dehiscence.
7
MU_547_OZ
Percentage of patients aged 18 years and older with a diagnosis of uncomplicated cataract
who had cataract surgery and no significant ocular conditions impacting the visual outcome
of surgery and had best-corrected visual acuity of 20/40 or better (distance or near) achieved
within 90 days following the cataract surgery.
6
Meaningful Use: Reporting Periods
MU_221
This is a short tutorial on the Meaningful Use Reporting Periods; with a brief discussion on
Stage 1 and Stage 2 Criteria.
4
MU Reports: Core and Menu Set
Measures Report NEW V11!
MU_561
The Core and Menu Set Measures report produces attestation data for the Core and Menu
Objectives that are based on a metric.
9
10
NQF 0419: Documentation of Current
Medications NEW V11!
NQF 0421: Preventative Care and
Screening: Body Mass Index (BMI)
Screening and Follow-up NEW V11!
NQF 0546: Cataracts: Complications
Within 30 Days Following Cataract
Surgery Requiring Additional Surgical
Procedures NEW V11!
NQF 0547: Cataracts: 20/40 or Better
Visual Acuity Within 90 Days Following
Cataract Surgery NEW V11!
Reporting
MU Reports: CQM Totals Only (2014)
NEW V11!
MU_563
The Clinical Quality Measures by Provider Totals Only report is an efficient tool for
monitoring an EP's documentation of the 2014 CQMs.
MU Reports: Quality Measures
Category 3 (2014) NEW V11!
MU_565
The Quality Measures Category 3 report shows those Measures where you have a patient
population that qualifies, per the CMS 2014 CQM guidelines.
10
MU Reporting to CMS Utilizing V10.6 >
V11 Bridge NEW V11!
MU_585
This course is an explanation of MU reporting for Providers who used a combination
Compulink's Advantage V10.6 and V11 during the reporting period.
16
MU Reporting to CMS Utilizing V11
Only NEW V11!
MU_590
This course explains MU reporting for Providers using Compulink's Advantage Version 11
during the entire reporting period.
15
2013 Reporting for V10.6 Clients
MU_290
The report lists patients who have met the Denominator for each of the CMS measures that
is percentage based (not attested with Yes/No). This class covers how to run and read the
report.
6
MU_295
Advantage/EHR produces statistics for those Meaningful Use Measures you choose to
report to CMS that are based on a metric. This class covers how to run and read the report.
6
EHR MU Report: NQF Quality Measures
MU_300
You will run the NQF Quality Measures Report to generate statistics for attestation of CQMs
(Core Measure 10, Report Ambulatory Clinical Quality Measures (CQM) To CMS Or The
States). This class covers how to run and read the report.
5
MU Reports: NQF Quality Measures
V10.6 NEW V11!
MU_564
This report is used to generate 2013 Clinical Quality Measure outcomes in Advantage
Versions 10.6.
7
MU_580
This course is an explanation of MU reporting for Providers using Compulink's Advantage
V10.6 during the entire reporting period.
11
MU_131
Recording of a live Meaningful Use Live Webinar by Mr. Jeff Grant, President HCMA,INC.
84
EHR MU Report: Core and Menu Set
Patient List
EHR MU Report: Core and Menu Set
Measures
MU Reporting to CMS With V10.6 NEW
V11!
Meaningful Use Live Webinar
Meaningful Use Live Webinar
Hi Tech Act
Federal Incentives Hi Tech Act
MU_145
Information about the Federal Incentive Programs and Meaningful Use.
N/A
Program: Open Office
Setup
OO_100
This course is an introduction to the Advantage OpenOffice interface, used for merging your
patient data with documents created in the OpenOffice text format.
16
OO_110
This course is an introduction to the Data Merge Assistant (DMA), a wizard that simplifies
creation of data merge documents with OpenOffice.
18
Open Office Conversion Tools
OO_135
Learn how to use Advantage's OpenOffice conversion utility to convert your existing custom
Microsoft Word documents into the OpenOffice.ODT format.
13
In Depth Look: Patient Registration
CBS.ODT
OO_130
This course examines the Patient Registration document in OpenOffice format to illustrate
how the Advantage/OpenOffice interface functions.
21
OO_140
Data Merge Assistant functions to calculate a period from a date field to the current date.
5
OO_141
Data Merge Assistant functions to merge the current date & time in different formats.
5
OO_142
Data Merge Assistant function to hide an entire section of data in your document based on
specific criteria.
13
Getting Started with Open Office
Data Merge Assistant
DMA General Functions
DMA General Functions: Age by
Day/Week/Month/Year
DMA General Functions: Current Date
and Time
DMA General Functions: Hidden
Section
DMA General Functions: Remove
Functions
OO_143
Data Merge Assistant function to a remove a line, paragraph or table from your document
based on certain conditions.
12
DMA General Functions: Check Mark
OO_144
Data Merge Assistant function used with logical fields (Y-True/N-False) to drop a checkbox
into the document.
5
DMA General Functions: Next Record
OO_145
Data Merge Assistant function that acts as a trigger to go to the next patient record at the
position of your choice.
3
DMA General Functions: Possessive
OO_146
Data Merge Assistant function used to properly format data fields used as possessive nouns,
i.e. Mr. Jones' last visit was...
4
DMA General Functions: IIF (If/Then)
OO_147
Data Merge Assistant 'if/then' function that returns a value based on a condition, such as
Patient Age is >17 ‘adult’.
4
DMA General Functions: Logo and
Image
OO_148
Data Merge Assistant functions to include images or your practice logo in a document.
6
DMA General Functions: Needs
Signature
OO_149
Data Merge Assistant function that stops during creation of the document to prompt for an
electronic signature.
4
DMA General Functions: Calculate
OO_150
Data Merge Assistant function that performs a calculation based on numeric data fields and
merges the resulting value into your document.
4
DMA General Functions: Portal URL
OO_151
Data Merge Assistant function that merges the website address for the Advantage patient
portal into the document.
2
DMA General Functions: Don’t Merge
Cells
OO_152
Data Merge Assistant function used to merge data records with identical values as individual
cells in a table, rather combining into a single cell.
3
DMA General Functions: Keep Table
Empty
10_5_165
Data Merge Assistant function placed in the header of a table when you want the table
outline and labels to print, even if no data exists for merging in the patient record.
2
10_5_260
Data Merge Assistant function that calculates an end or expiration date based on days or
months in a field.
3
DMA General Functions: Font Style
10_5_265
Data Merge Assistant function used to change the font style or color of a merged item, based
on a conditional statement.
4
DMA Patient Functions
OO_153
An overview of the Data Merge Assistant functions related to the patient data table.
3
OO_160
Data Merge Assistant Field Option that merges only positive values from a specific field,
skipping the line if the patient's record has either a blank or the default value.
3
OO_161
Data Merge Assistant Field Option used to merge additional information from a look-up table,
such as Location or Provider details, that is not stored in the patient's record.
3
DMA Field Options: Create – If Null
OO_162
Data Merge Assistant Field Option used when there is a need to identify elements in the
patient's medical record that have not been documented. The value of a logical field is
considered 'Null' until you select Yes/No or True/False.
3
DMA Field Options: Exam Image Table
Options
OO_163
Data Merge Assistant Field Options used to control the amount of space an image will take
up in your document, regardless of the original file size.
2
DMA General Functions: AddDays &
AddMonths
DMA Field Options
DMA Field Options: Skip if Default or
Blank
DMA Field Options: Lookup
DMA Field Options: Appointment Table
Options
OO_164
Data Merge Assistant Field Options used to control which appointment merges into your
document, Next, Last or Today.
2
OO_165
Data Merge Assistant Field Option used to merge multiple records in line (in the middle of a
sentence) that are separated by commas or another character of your choice.
3
OO_166
Data Merge Assistant Field Option used with logical fields to drop a checkbox into the
document. When the value of the field is True, the box will have a check mark. When it is
False, the box will be empty or suppressed.
4
OO_167
Data Merge Assistant Field Options used to format data based on the field type. Format as
SSN, Format Date and Format Time.
6
OO_168
Data Merge Assistant Table Option used to conditionally filter items to be included in your
document based upon the values in a data field. Ex: filter a medication list by category 'OTC'
for over the counter.
3
OO_169
Data Merge Assistant Table Option used to include specific records from an exam sub-table
in the document, such as the first medication record for the current exam.
4
DMA Table Options: SortBy
OO_170
Data Merge Assistant Table Option that lets you control how multiple records from a table
are sorted/ordered in the document.
4
DMA Table Options: Combining
Options
OO_172
Learn how use a combination of Data Merge Assistant Table Options in your document.
8
Open Office: Creating a Table
OO_171
Learn how to create a table in an OpenOffice document.
3
Patient Signature Pad
10_5_170
Learn how to attach electronic signatures to an OpenOffice document.
5
SCR_200
The Health History tab in the exam contains multiple GridEdits for entering patient data. This
tutorial will cover adding new items to the Health History Description table, and modifying the
individual GridEdits to display your new items.
7
SCR_120
Introduction to the Screen Builder utility. For Advantage Master Clients.
20
7
DMA Field Options: Create – Delimited
List
DMA Field Options: Create - Checkmark
DMA Field Options: Create – Format
DMA Table Options
DMA Table Options: Filter
DMA Table Options: Record Select
Advanced Functionality
Program: Customization
Modifying Health History Grids
Modifying Health History Grids NEW!
V11!
Screen Customization
Screen Builder I
SCR_125
Add a check box object for a logical data field (Yes or No) to your custom screen. For
Advantage Master Clients.
Screen Builder: Adding a Combo Box
or Edit Box
SCR_130
Add a combo object (with dropdown list) or edit object (without dropdown list) to your screen
for fields containing alpha-numeric data. For Advantage Master Clients.
13
Screen Builder: Adding a Date Time
SCR_135
Add a date/time picker object to your screen for date fields that opens a calendar for
10
Screen Builder: Adding a Check Box
Picker
selection. For Advantage Master Clients.
Screen Builder: Adding an Image
SCR_140
Add a base image object to your screen for drawing or importing/scanning patient-specific
images into the medical record. For Advantage Master Clients.
11
Screen Builder: Adding a Label or
Banner
SCR_145
Add a label or banner to your custom screen. For Advantage Master Clients.
7
Screen Builder: Adding a Memo Field
SCR_150
Add an object to your custom screen for ‘memo’ type data fields that do not have a fixed
length. For Advantage Master
8
Screen Builder: Adding a Numeric Field
SCR_155
Add an object to your custom screen for fields that hold numeric data. For Advantage Master
Clients.
10
Screen Builder: Adding a Panel
SCR_160
Add a panel object to your custom screen to hold a grid, organize and easily move groups of
objects around on the Tab. For Advantage Master Clients.
6
Screen Builder: Adding a Radio Group
SCR_165
Add an object to your custom screen to display a group of data fields for selection of one
choice from the group. For Advantage Master
10
Screen Builder Redesign
10_5_185
Screen Builder Utility enhancements delivered with Advantage version 10. For Advantage
Master Clients.
5
Screen Builder Object Property: When
Focus
10_5_190
An object property used to control what happens to the cursor when an edit field is clicked
on. For Advantage Master Clients.
3
Screen Builder Grid Property: Script
Color
10_5_195
A Grid object property used to color code the character font or background of a cell within
the grid, based on the field value. For Advantage Master Clients.
5
Screen Builder SQL Grid Property:
Synch Data
10_5_200
An SQL Grid object property used to refresh grid data when a record is selected, i.e. click on
test record to refresh & display the findings for that test. For Advantage Master Clients.
3
Expanded Detail Claim Screens
10_5_250
Learn about Claim Detail Screen enhancements delivered with Advantage v10.5.
4
SQL Grid: Order By
SCR_195
SQL Grids are 'smart grids' that use Structured Query Language and Parameters to define
how data appears and what tables are accessed for information. This is a short tutorial
showing the Order By feature for the grid.
2
Customizing Demographic Screens:
Fields and Labels
SCR_105
Learn how to add custom fields to the Patient Demographic Screen. For Advantage Master
Clients.
16
Customizing Demographic Screen
Historical Grids
SCR_110
Learn how to add grids displaying historical data to the Patient Demographic Screen. For
Advantage Master Clients.
14
Smart Scripts Overview
SME_125
Learn about Smart Scripts, instructions attached to screen objects throughout the patient
record that trigger events.
8
Smart Scripts: Adding a ToDo
SME_100
Create a smart script that adds a ToDo Action for completion of a task.
11
Smart Scripts: Adding Procedure Note
Buttons
SME_105
Create a smart script to add Procedure Notes to a medical record screen.
7
Smart Scripts: Adding Quick Diagnosis
SME_110
Create a smart script to add a Diagnosis button to a medical record screen.
11
Smart Events
Buttons
Smart Scripts: Assign Field Text
SME_115
Create a smart script to auto-populate a data field.
8
Smart Scripts: Open a File or Website
SME_120
Create a smart script to open a file or access a website.
10
Smart Function: Screen Left & Screen
Top
10_5_205
Learn about the smart functions that control where a Pop Up Layout opens, relative to the
button that opens it.
4
10_5_245
Learn about a smart function that duplicates records from the previous visit to the current
visit. Available for the exam complaints and exam addictions sub-tables.
4
SCR_115
The Form Editor may be used to create new forms or modify those delivered with your
software. These include receipts, account statements, superbills, routing slips and insurance
claim forms.
15
Payment Report
RPT_F_204
This course provides detailed information about the Payment Report.
15
Daysheet Report
RPT_F_203
This course provides detailed information about the Daysheet Report.
5
RPT_F_201
This report evaluates Charge, Payment and Adjustment transactions posted into Ledger
Batches during a specified period.
8
Unposted Batches Report
RPT_F_202
This report identifies open ledger batches that have not had any ledger activity posted
against them.
3
Reports: Financial – Batch Need to
Close
RPT_F_315
This tutorial covers the following Batch Report from the main Reports menu: Batch Need to
Close.
3
Transaction Analysis
RPT_F_205
This report evaluates Charge, Payment and Adjustment transactions posted to your account
ledgers.
8
RPT_F_302
This report provides a complete chronological history of patient account ledger activity: new
transactions, modified ledger lines (before and after the Edit) and deleted items. This is
useful for troubleshooting balancing and procedural errors.
8
Missing Charges Report
RPT_A_106
This report identifies patients who were scheduled for appointments during a specified date
range but who did not have charges posted.
8
Financial Report: PRE-Billing Claims
Review
RPT_F_405
The Insurance Claims Pre-Billing report allows you to perform a quick, centralized review of
insurance claims to be billed. This tutorial will review how to run and read the report.
7
Financial Reports: Account
Management
RPT_F_250_OZ
This course is an overview of reports available under the Report > Financial > Account
Management menu.
27
Accounts Receivable Report
RPT_F_251
This report identifies all patient accounts with a non-zero balance and performs an "aging" of
10
Smart Function:
DuplicatePreviousExamVisitSubtableRecor
ds
Form Editor
Form Editor
Program: Crystal Reports
End of Day
Batch Transactions Report
Audit Trail Report
End of Month
that balance. The A/R may be run for an individual Location, Provider or Financial Plan or for
'All', for the current date or a previous A/R Date.
Insurance Receivables Report
RPT_F_252
This report provides detailed information regarding unpaid insurance claims.
15
Financial Reports: Analysis
RPT_F_300
This course is an overview of reports available under the Report > Financial > Analysis
menu.
34
Office Production Report
RPT_F_301
This report analyzes financial activity, by Ledger Transaction Type, for a specified date and
hour range.
14
General/Admin/Analysis Reports
RPT_F_400
This course is an overview of reports available in the following Report menus: Electronic
Health Records, Administrative, Recall, Patient Tracking, Referral and Marketing.
22
RPT_E_100
This report produces a list of patients whose medical record was added but not signed off by
their Provider. The report includes all staff members who touched the exam and identifies
their role, such as Provider or Technician.
3
RPT_O_500_OZ
Learn about the reports available for managing your optical. Daily reports such as Non
Dispensed Rx and Contact Lens Orders. Analysis reports include 2nd Pair Statistics,
Capture Rate, Spectacle Cost of Goods and more.
22
RPT_O_505_OZ
The Spectacle Turn Around report identifies the Lab turnaround time for all Spectacle orders
with a Sent date, Expected date, and Received date. This tutorial will cover setting options,
running and reading the report.
4
EHR Reports
EHR Missing Signatures
Optical Reports
Optical Reports
Optical Analysis Report: Spectacle
Turn Around NEW V11!
Updated 1/8/2015 eLearning