Knowledge Base - Clinic Essentials

Knowledge Base

Mass Marketing Email

November 12, 2014

Mass Marketing Email allows you to email multiple patients at once. READ MORE »

Setup Utilities Email Reports

Naturopathic Services Now GST Exempt

March 19, 2014

On February 11, 2014, the Canadian government announced that naturopathic doctors are no longer required to charge GST for services. READ MORE »

Patient Information Billing Setup Practitioner Setup MSP

How to Manage Gift Certificates

March 19, 2014

Clinic Essentials has the ability to manage gift certificates. Here are the instructions to issue and redeem them. READ MORE »

Patient Information Billing Ledger Setup

ICBC Claim Number Change

March 4, 2014

ICBC has made recent changes to their claims management. Included in the changes is a new format for claim numbers for all new claims. The new format is two alpha characters followed by five numeric characters, hyphen, alpha character (ex. AANNNNN-N). The number of digits remains the same. READ MORE »

Setup Billing

Year End Procedures

November 26, 2013

There are a few things that you need to do at the end of a calendar year in Clinic Essentials. Given the nature of Accounts Receivable reports and that they cannot be reprinted, you will need to print your Patient, Insurance, and 3rd Party Accounts Receivable reports prior to entering any new billings in 2014. READ MORE »

Setup Reports

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