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31 QuicDoc Pro – Adding, Editing, and Deleting CPT Codes

You do not have to log in using a SA account to make CPT code changes. Under Setup menu, select Clinical Data List In the Clinical List, select CPT Codes and click on Select You may add, edit, or delete existing codes in QuicDoc. To add new codes: Type in…

32 QuicDoc Pro – How to add note types to the menu option

When selecting your documentation type, you can customize this list to show your favorite note types. This list is a user preference therefore will not require Admin access. Each user will need to set this list to their preference. Select Setup menu, and…

33 QuicDoc Pro – How to create new note types

QuicDoc Pro – How to create new note types Log into QuicDoc using an Admin account Under the Setup menu, select Documentation Setup, and click on QuicDoc Documentation Click on New Enter a name for the Note Type Under the Note Style, select the type of…

34 QuicDoc Pro – Issue on printing large scanned images

Log into QuicDoc using an Admin account Go to Setup menu and select Preferences Click on the Links tab Click on the button next to Use DocuTrac Image Viewer Save changes by click Ok at the bottom of screen

35 QuicDoc Pro - Appointment Types in QuicDoc Scheduler

Appointment Types in QuicDoc Scheduler In version 12.0.0 or higher, a new feature has been added with the Appointment Types. Check out the YouTube video on this new feature: https://www.youtube.com/watch?v=98Tgjt0bGgk&feature=youtu.be Open the QuicDoc…

36 QuicDoc Pro - Difference between System Administrator and Standard User account

QuicDoc Pro - What is the difference between System Administrator and Standard User accounts? System Administrator has access to all areas of the program (with the exception of continuing education tracking and notes.) The Administrator maintains the database,…

37 QuicDoc Pro - Electronic Signatures

Electronic Signing QuicDoc allows notes to be electronically signed. You may sign either by date & time stamp, Topaz Signature pad, or mouse/touch device. By default, this feature is turned off. To turn on electronic signing: Log into QuicDoc using an…

38 QuicDoc Pro - How to grant system admin rights to users

Log into QuicDoc using the System Admin or an Admin account Under the View menu, Click on Users Select the user and then click on Modify user information At the bottom of the screen, check the box next to Grant System Administrator Rights . Click Ok . Now…

39 QuicDoc Pro - How to inactivate a client

How to inactivate a client The best practice is to remove a client from the list is to inactivate their account. If you try to delete a client that has notes, appointments, outcome measures, or signed notes you will need to inactivate as it will not allow…

40 QuicDoc Pro - How to inactivate a provider

How to inactivate a provider The best practice is to remove a provider from the list is to inactivate their account. If you try to delete a provider that is associated to a patient, it will not allow you to delete. Log into QuicDoc using an Admin account…