Knowledge Base - Clinic Essentials

Knowledge Base

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

Creating an Email Template

November 8, 2013

Within Clinic Essentials, you have the ability to email from several different features: Recall System, Appointment Reminders, Statements and Invoices, Reports, and direct email. READ MORE »


Practitioner Special Schedule

July 26, 2013

How to set up a Special Schedule for practitioners. READ MORE »

Appointment Scheduler Practitioner Setup

Debit Request

July 26, 2013

Instructions on how to send a debit request in Clinic Essentials READ MORE »

Patient Information Billing Ledger MSP

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