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1 1.0 Introduction 1.1 Using Practice Director Training Center 2.0 Practice Director Set Up 2.1 Restart Practice Director (With the black window) 2.2 Restart Practice Director (Without the black window) 2.3 Setup 3.0 Administration Set Up 3.1 Administration Overview 3.2 General Administration - Overview 3.3 Appointment Task 3.4 Employer 3.5 General Administraion- E-prescribing * 3.6 Facilities 3.7 Insurance Companies 3.8 Labs 3.9 Office 3.10 Patient Preferred Language * 3.11 Reason for Visit 3.12 Recall Reason 3.13 Referral Methods 3.14 Stations * 3.15 General Administration- Users * 3.16 General Administration- Groups * 3.17 Administration Provider Management * 3.18 Set Up and Modify Provider Schedule 3.19 Skeleton Schedule 3.20 Referral Management 3.21 Resource Management 3.22 Setup Modify Resource Schedule * 3.23 Fee Schedule 3.24 Setup Clearinghouse 3.25 Code Administration Overview 3.26 Code Administration 3.27 Code Administration Revenue Report Categories 3.28 Education Resources 3.29 Emergency Status 3.30 Inactivity Timeout 3.31 Revenue Reports Category 3.32 Lock Admnistration 3.33 Administration Default RX Expiration 4.0 Inventory Set Up 4.1 Inventory Setup Overview 4.2 Frames 4.3 Lens 4.4 Contact Lens 4.5 Advanced Pricing Frames 4.6 Lens Product Pricing Overview 4.7 Lens Base and Index Pricing 4.8 Product Pricing Lens Prescription and Prism Pricing 6.0 Patient Management and Recall 6.1 Correspondence Tracking 6.2 Non-Patient 6.3 Manage Recalls Overview 6.4 Adding New Recall 6.5 Searching Recalls 1

2 6.6 Deleting Recalls 6.7 Exporting Recalls 6.8 Mail Merge Recalls with Microsoft Word 6.9 Mail Merge Recalls with OpenOffice.org Writer 6.10 Prescription Screen 6.11 Traffic Flow Manager 6.12 WTTO Import into PD 6.13 WTTO Patient Website 6.14 Patient Portal and Patient Registration 5.0 Linking patients from Patient Portal to Practice 6.15 Director Patient Portal View, Download, Transmit 6.17 Deleting a Portal Account 7.0 Products Inventory 7.1 Products Inventory Overview 7.2 Frame Inventory 7.3 Browse Spex UPC Overview 7.4 Browse Spex UPC 7.5 Printing Frame Labels 7.6 Update Frame Information 7.7 Lens Availability 7.8 Contact Lenses 7.9 Lens Options 7.10 Making Lens or Lens Option Inactive 7.11 Ordering and Invoicing Inactive Products 8.0 Patient Demographics 8.1 Patient Demographics Overview 8.2 New Patient Record 8.3 Add Insurance to a Patient Record 8.4 Notes and Appointment History 8.5 Manage Recalls 8.6 Deactivating a Patient with Error 8.7 Deactivating a Patient 8.8 Adding a Family Member 8.9 Copying Insurance from Another Patient 8.10 Relationships 8.11 Images and Documents 8.12 Work Office Setting 9.0 Scheduler 9.1 Scheduler Overview 9.2 New Patient Appointment 9.3 Appointment for Current Patient 9.4 Move, Cancel, and Delete Appointment 9.5 Modify Details and Confirming Appointments 9.6 New Block Out 9.7 No Show and Arriving Patients 9.8 Pre-Appointment 9.9 Set Up Recall View Patient 10.0 Dispensary 10.1 Dispensary Overview 10.2 Spectacle Order 10.3 Print Spectacle Order 10.4 Print Spectacle Order Quote 10.5 Invoicing Dispensary Order 10.6 Add Frame Product from Sales Order 10.7 Contact Lens Order 2

3 10.8 Add CL Product from CL Sales Order 10.9 Contact Lens Order Trial Pair Printing Contact Lens Order Order Status Editing Draft and Quoted Sales Order Edit Invoiced Sales Order Sales Order Copy Functionality Sales Order Search and Results Sales Order View Order History x Dispensary Overview Non VisionWeb Frame Handling 11.0 Meaningful Use 11.1 Clinical Quality Measures Overview and Help Screen 11.2 NQF 0018 HBP 11.3 NQF 0024 Youth Weight Assessment 11.4 NQF 0028 Tobacco Use 11.5 CMS 050 Referral Loop 11.6 NQF 0086 POAG 11.7 NQF 0088 Diabetic Retinopathy 11.8 NQF 0089 Diabetic Retinopathy Communication 11.9 NQF 419 Current Medications NQF 421 Adult Weight Assessment Meaningful Use Report and Verification Report Overview Modified Stage 2 Report Overview Clinical Summary Transition of Care Data Portability Optometry Immunizations Optometry Lab Order Entry and Results Patient Conditions List Syndromic Surveillance Specialty Radiology and Imaging Order Entry Patient Education Saving and Printing Clinical Summary Clinical Decision Support Intervention Overview and NQF18 HBP Clinical Decision Support Intervention NQF24 Youth Weght Assesment Clinical Decision Support Intervention NQF Tobacco Use Clinical Decision Support Intervention NQF86 POAG Clinical Decision Support Intervention NQF088 Diabtic Retinopathy Clinical Decision Intervention NQF421 Adult Weight Assessment 12.0 EMR 12.1 EHR Overview 12.2 Overview of EHR Header 12.3 Current Medications EHR 12.4 Case History EHR 12.5 PFSH EHR 12.6 Saving Normal Values and Loading Normal Values 12.7 For Referral Checkboxes 12.8 Adding Information to Permanent Lists from EHR 12.9 Slide Bars EHR Rx Areas View Copy History EHR User Defined Lookups EHR Editing Time Clock EHR 3

4 12.13 Saving as Draft Saving as Completed Drawing Tool Basics Images Tab EHR Uploading and Saving Documents Score the Form Chaning the Procedure Code Generated by Score the Form Starting EHR in One Room and Completing in Another Room Recommendatons Boxes in Final Rx Looking Up Previous Exam Editing a Previously Saved Exam Comprehensive Field and Checkbox Coding Final Tab EHR Diagnosis Look Up Self-Coding and Diagnosis Relation Saved as Completed vs Saved as Invoiced Saving EHR as Non Billable Creating Exam from History EHR Letter Summary Area of Final RX Tab Pharma Rx Tab Contact Lens Follow Up Scheduling Recalls and Appointments from EHR E Prescribing - Searching for A Drug to Prescribe E Prescribing - Managing Pharmacies E Prescribing - Managing Medications E Prescribing - Managing Allergies E Prescribing - Renewal Requests E-Prescribing - PBM Hx E Prescribing - Options Menu E Prescribing - Return to EHR Delete EHR ROS Layout Clear Form and Selection Enhancements EHR Exam History View and Template Creation EHR Report and Letter Template Creation EHR Sections added for 2014 Certification EHR List Additional Testing Screen Version 5.1 EHR Indication of Normal Values Version 5.1 Templates Introduction Version 5.1 Create and Edit Templates Version 5.1 New Templates Reports Version 5.1 Templates in Exam and Preferences Version 5.1 Diagnosis Enhancements EHR Code Administration SNOMED CT Mapping EHR Mapping SNOMED CT Codes EHR Options Clinical Summary and TOC SNOMED CT Mapping Coding By Section Office Codes, HCPCS, and Multiple Code Selection 13.0 Invoicing 13.1 Invoicing Basic Overview 13.2 New Invoice with Diagnosis and Procedure Codes 13.3 Adding Tax, Savings, and Notes to Invoice 13.4 Editing Basics 4

5 13.5 Modifiers and Insurance Write Offs 13.6 Adding Multiple Insurance to an Invoice 13.7 Deleting an Invoice 13.8 Deleting Invoices with Claims 13.9 Printing Invoices Invoicing Charges from EHR and Dispensary Late Fees Recalls from Invoice Invoice Notes Printing to Invoice Version 5.1 Diagnosis Enhancements Invoice Patient Info Tab 14.0 Claims Management 14.1 Claims Management Overview 14.2 Creating a Target Folder for Claims 14.3 Claims Creation 14.4 Batching Claims 14.5 Printing CMS Errors in Batching Claims 14.7 Filters 14.8 Batch ID and Patient Searches 14.9 Multi Office Claims Management Version 5.1 Diagnosis Enhancments Claim 15.0 Patient Payments 15.1 Patient Payments Overview 15.2 Payment Write Offs 15.3 Creating Office Credits 15.4 Applying Credits 15.5 Creating Prepayments 15.6 Multiple Patient Payments to One Invoice 15.7 Viewing and Editing Patient Payments 15.8 Family Payments 15.9 Spreading Payments Over Invoices NSF Checks 16.0 Insurance Payment 16.1 Insurance Payment Overview 16.2 Basic Insurance Payment 16.3 Insurance Payment with Writeoff 16.4 Insurance Payment with Coins and Writeoff 16.5 Primary Payment with Full Lines Rolling to Secondary 16.6 Payment with Write-off and Co-pay 16.7 Payment with Co-Ins, Co-Pay, and Write-Off 16.8 EOB without Payment Insurance Payments EOB with all amounts to 16.9 Deductible Adjustments Negative EOB Applying Payments Before Claims are Batched Auto Split Clear, Clear All, and Cancel Viewing Batch and Deleting Batch Editing Insurance Payment Editing with Patient Payment Editing with Secondary Insurance Insurance Paid More than Expected Insurance Paid More than Expected Example #2 5

6 17.0 Returns 17.1 Returns Overview 17.2 Returns with Office Credit 17.3 Return for Less than Patient Paid 17.4 Return Items Billed and Paid by Insurance 17.5 Return Items Billed to Insurance Not Yet Paid Return Items with Savings, Tax, and Multiple 17.6 Quantity 18.0 Refunds 18.1 Patient Refunds 18.2 Refunds to Insurance 19.0 Reporting 19.1 Reporting Menu 19.2 Viewing, Saving and Printing Reports 19.3 Saving and Editing Reports in Microsoft Word 19.4 Saving and Editing Reports within Microsoft Excel 19.5 Data Extraction 19.6 A/R Invoice Detail 19.7 A/R Insurance Aging * 19.8 A/R Patient Aging Summary * 19.9 A/R by Provider Appointment Cash Report Overview Cash Report - Day End Report Daily Schedule for Provider and Resource Diagnostic Codes Listing Dispensary Inventory Sales Detail Dispensary Sales By User Report EHR Full Report Fee Schedule Listing Report * Idle Patients Report Insurance Adjustments Insurance Provider Listing Inventory Stock Invoice Lab Order Lens Base and Index Pricing Report Medical Prescription Patients By Insurance Company Patient Demographics Patient Referrals Report Patients With Uninvoiced Exams Patients With No Future Recalls Report Patients Never Scheduled Report Patient Prescription Procedure Code Listing Production by Provider Referral Letter Revenue Report Revenue Report Additional Details Sales Order by Promise Date Tax * Transaction History Patient Growth Chart EHR Electronic Signature Labels * 6

7 19.46 Version 5.1 Statement Report Overview Version 5.1 Statement Report Insurance Line Items * Version 5.1 Statement Report In Collections Option Version 5.1 Statement Report Selection Samples * 20.0 Ledger 20.1 Ledger Concepts * 21.0 Technical 21.1 Sharing Spex UPC with Practice Director 22.0 Help Menu 22.1 Help Menu Client Documentation 22.2 Help Menu Customer Feedback 22.3 Help>Customer Support 22.4 Help Menu Other Items 23.0 Main Menu 23.1 Main Menu 23.2 Setting Preference for Standard List Items 23.3 Multi Office Overview 23.4 Multi Office EHR and Dispensary Screens * 23.5 Multi Office Invoice Screen * 23.6 Multi Office Payment Screens 24.0 WG Statistics 24.1 WG Statistics Overview 24.2 WG Statistics Exam Prodcedure Code Admin 24.3 WG Statistics Exam Task Admin 24.4 WG Statistics Example 24.5 WG Statistics Definitions and Benchmarks WG Statistics Manage Available Exams Simple 24.6 Alternating 24.7 WG Statistics Manage Holiday Vacations 24.8 WG Statistics Manage Available Exams Simple Default 25.0 Patient Communicator Optional Subscription Based Service. If you would like to purchase or if you have questions please contact and we will put you in touch with your sales representative 25.1 Patient Communicator Office Setting 25.2 Patient Communicator Appointment Types 25.3 Patient Communicator Provider Hours 25.4 Patient Communicator Online Patient and Practice Themes 25.5 Patient Communicator Templates 25.6 Patient Communicator Office Settings Continued 25.7 Patient Communicator Other Settings Patient Communicator Confirmation and Reminder 25.8 Settings Patient Communicator Automated and Manual 25.9 Settings Patient Communicator Communication Center Patient Communicator Status History Archive Menus Patient Communicator Patient Portal Patient Communicator Dashboard Quadrant Detail Examples Patient Communicator Dashboard Waitlist 7

8 Total Merchant Services (This is an optional credit card processing service. This service requires a monthly fee for more information 26.0 call ) 26.1 TMS Payment * 26.2 TMS Return * Vision Web (This is an optional service that allows you to electronically submit non-vsp 27.0 spectacle orders directly to the lab at no charge. For more information contact Vision Web at or ) 27.1 VisionWeb Setup 27.2 Creating a VisionWeb Order in Dispensary VisionWeb Validation and Sending Sending VisionWeb 27.3 Orders to Lab 27.4 Optivision Setup 27.5 Creating an Optivision Order in Dispensary 27.6 Sending Optivision Order to Lab AOA More Registry (This is an optional service that is included at no charge for AOA members. For non AOA members its is an $1800 annual fee paid to AOA. The AOA More Registry will allow you to report PQRS, can be used to meet the specialized registry 28.0 requirement under the MU program, can help doctors meet the CPIA requirements under MIPS, and can help doctos maximize reimbursements under MIPS. For more information and registration go to the AOA More website: AOA More Registry Menu Items 28.2 AOA Registry NQF 0055 Diabetes Eye Exam 28.3 AOA Registry NQF 0059 Hemoglobin A1C Poor Control Please note the videos below are the same videos that are displayed in section The videos are duplicated here for refresher for use with AOA More Registry submission 28.4 Clinical Quality Measures Overview and Help Screen 28.5 CMS 0050 Referral Loop 28.6 NQF 0018 HBP 28.7 NQF 0028 Tobacco Use 28.8 NQF 0086 POAG 28.9 NQF 0088 Diabetic Retinopathy NQF 0089 Diabetic Retinopathy Communication NQF 419 Current Medications I have completed all the videos and spent adequate to time in the Training Database to be deemed accredited for the following Roles: Admin* Billing* Dispensary* Doctor* Front Desk* Tech* Signature: Date: 8

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