Logging In and My Desktop
Learn how to login to the VertexDr practice suite and customize and use the My Desktop Links to access different modules.
Charge Posting
Learn how to enter charges for a patient including adding diagnosis and transaction codes.
Charge Posting: Insurance Cases
Learn how to enter insurance charges by case.
Charge Posting: Reversing Charges
Learn how to reverse charges from a patient’s account.
Payment Posting: Reversing Payments
Learn how to reverse payments. You can reverse a portion of the payment or the full payment.
Creating a Posting Batch
Learn how to create a posting batch. A posting batch holds charges or payments until a closing is run.
Managing a Posting Batch
Learn how to manage a batch including naming, verifying, marking complete and printing batch reports.
Run Rules Engine
Run Rules Engine
Releasing a Batch
Releasing a Batch
Correcting Concurrency Overlapping
Correcting Concurrency Overlapping
Correcting Concurrency Overlapping
Creating a Batch
Creating a Batch
Running Concurrency
Running Concurrency
Supervisor and Supervisee Charge Entry
Supervisor and Supervisee Charge Entry
Supervisor Only Charge Entry
Supervisor Only Charge Entry
To add a Relief Provider
To add a Relief Provider
To add Discontinuous Charge
To add Discontinuous Charge
Patient Registration: Full Registration
Learn how to enter the patient information required by your practice.
Patient Registration: Insurance Section
Learn how to enter a patient’s carrier and policy information in the insurance section of patient registration.
Patient Registration: Inquiry Section
Learn more about the three transaction areas listed in the Inquiry section of a patient’s account: Open, History and Suspense.
Patient Registration: Notes
Learn how to enter billing and dated notes.
Patient Registration: Personal Section
Learn how to enter the information required by your practice for the personal section of a patient’s registration
Patient Registration: Status Section
Learn how to enter the information required by your practice for the status section of a patient’s registration.
Patient Registration: Guarantor Section
Learn how to enter the information required by your practice for the Guarantor section of a patient’s registration.
Quick Add Appointment
Learn how to quickly add an appointment for a new patient.
Scheduling Appointments for Existing Patients
Learn how to add appointments for existing patients using the patient search dropdown.
Confirming Appointments
Learn how to add confirmation status for scheduled appointments.
Locating a Patient’s Next Appointment
Learn how to locate a patient’s next appointment using the patient search button.
Reschedule List
Learn how to create a reschedule list to assist with moving a block of appointments.
Pre-Existing Medications
Learn how to enter a patient’s pre-existing medication and dosage using either the patient chart or the medication overview.
Pre-Existing Medications and Third Party Drug History
Learn how to use a patient’s third party drug history to enter pre-existing medications into a patient’s chart.
Prescribing Medications
Learn how to add a prescription for a patient using the medicine charting feature.
Prescribing Medications from Provider Favorites
Learn how to quickly add a prescription for a patient by selecting it from the provider’s drug favorites list.
Managing Patient Pharmacies
Learn how to add a preferred pharmacy from either the medication overview or the patient chart.
Defining Vaccines
Learn how to define a vaccine by following a three-step process for entering the manufacturer, specific vaccine and linking it to its lot number. Vaccines must be defined in the system before they can be recorded in a patient’s chart as administered.