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Practice Management - HCAI, MVA, EHC, WSIB

 
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Add and Manage Insurance Companies

This article will help you manage the Insurance Companies library, which contains information for every Insurance and Adjuster company you...
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Add and Manage Payment Methods

This article will help you set up additional Payment Methods if those provided with Universal Office do not suit your...
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Create and Modify EHC Treatment Plan

This article will help you create and modify an Extended Health (or EHC) treatment plan based on a benefit schedule....
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Create and Submit Treatment and Assessment Plan (OCF-18)

This article will help you create and submit a Treatment and Assessment Plan (OCF-18) to an Insurance Company via HCAI....
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Recording Payments

This article explains how to reconcile payments received from patients and third party funders. You can record payments from the...
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Batch Billing

The batch billing feature allows to create hundreds of invoices at once. Before creating invoices in batch, one or more...
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Create and Manage Providers

Note: Terms “Resource” and “Provider” will be used interchangeably in this article. This article is intended to help you add...
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Create and Manage Activities

This article will help you add and manage the Activities (services) that may be performed by providers in your facility....
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Create and Manage Private and EHC Invoices

This article will help you create and manage Private and EHC invoices. These two types of invoices are very similar....
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Add and Manage Charges

This article will help you add and manage patient case charges. A charge is what you bill a client for...
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Article Index

alerts appointment book appointment status assessment billing charges claim form correspondence ebroadcast eclaims ehc email extended health hcai health practitioner insurance company invoice mig motor vehicle accident mva ocf ocf 3 ocf 18 ocf 21 ocf 23 ohip patient case preset provider reminders schedule service code slip & fall sms soap notes telus eclaims telus health telus health eclaims template text message treatment and assessment plan treatment confirmation form treatment plan wsib wsib eservices

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