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Universal Office Help Centre

Practice Management - HCAI, MVA, EHC, WSIB

 
  • Knowledgebase
  • Videos
  • Updates

Getting Started

  • Guide for Office Administrators
  • Guide for Providers
  • Guide for Universal Office Telemedicine
  • Guide to Extended Health Benefits Tracking
  • Guide to Manage Universal Office Subscription
  • Guide to Universal eClaims
  • Universal Office Essentials
  • Universal Office Overview

How to

  • How to Show Red Timeline in Appointment Book
  • How to Email Invoices
  • How to Check Used Storage and Free Disk Space on the C Drive
  • How to Submit Invoices to a Different Insurer from the One Specified in OCF-23 or OCF-18
  • How to Record Payment from Extended Health on an OCF-21

Updates

  • Universal Office Update 5.1.0 is now Available for Download November 7, 2023
  • Universal Office Update 5.0.6 is now Available for Download April 6, 2023
  • Universal Office Update 5.0.2 is now Available for Download July 25, 2022

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

KNOWLEDGE BASE

  • Patients and Cases

    7 Articles
    • Create and Manage Patients
    • Establish and Maintain Case Relationships
    • Add and Manage Case Injury Codes
    • Create and Manage Cases
    • Store and Update Extended Health Group Benefits
    View all
  • Scheduling

    9 Articles
    • Schedule Appointments
    • Add and Modify Appointment Note
    • Maintain Waiting List
    • Check-in and Modify Appointment Status
    • Flag Appointments for Transportation and Translation
    View all
  • Billing and Collections

    9 Articles
    • Recording Payments
    • Create and Submit OCF-21
    • Batch Billing
    • Create and Manage Slip & Fall Invoices
    • Create and Manage Private and EHC Invoices
    View all
  • Treatment Plans

    6 Articles
    • Create and Modify WSIB POC Treatment Plan
    • Add and Modify MIG Block Plan
    • Create and Modify EHC Treatment Plan
    • Create and Modify Private, MVA, WSIB, OHIP, and Slip & Fall Treatment Plans
    • Create and Submit Treatment and Assessment Plan (OCF-18)
    View all
  • Documents and Claim Forms

    10 Articles
    • Upload and Manage Uploaded Documents
    • Create and Submit Assessment of Attendant Care Needs (Form 1)
    • Create and Modify Extended Health Care Claim Forms
    • Create and Modify Disability Certificate (OCF-3)
    • Change Document Status
    View all
  • Templates and Presets

    8 Articles
    • Create and Manage Text Editor Preset Categories
    • Create and Manage Invoice Comment Presets
    • Create and Manage Injury Preset Lists
    • Create and Manage Fax Comment Presets
    • Create and Manage Custom Plan Presets
    View all
  • Correspondence and Case Notes

    3 Articles
    • Create and Maintain Correspondence Records
    • About Correspondence
    • Create and Manage Case Notes
    View all
  • Alerts and Workflows

    5 Articles
    • Create and Schedule Reminders
    • Create and Manage Reminder Types
    • Create and Manage Custom Alert Types
    • Manage Built-In Alerts
    • Setup and Manage Workflows
    View all
  • Facility Resources

    6 Articles
    • Create and Manage Providers
    • Create and Manage Provider Schedule
    • Create and Manage Staff Members
    • Create and Manage Products
    • Create and Manage Activities
    View all
  • Facility Settings

    4 Articles
    • Update Business Information and Corporate Branding
    • Add and Manage Payment Methods
    • Add and Manage Tax Codes
    • Add and Manage Departments
    View all
  • Contact Libraries

    4 Articles
    • Add and Manage Insurance Companies
    • Add and Manage Referrals
    • Add and Manage Legal Reps
    • Add and Manage Suppliers
    View all
  • Code Libraries

    5 Articles
    • Add and Manage Service Codes
    • Add and Manage Injury Codes
    • Add and Manage Staff Types
    • Add and Manage Service Locator Indicators
    • Add and Manage Master Keys
    View all
  • Emails and SMS

    9 Articles
    • Create and Manage Email Broadcasts
    • Create and Manage SMS Broadcasts
    • Create and Manage Email Templates
    • Enable and Configure Notifications
    • Configure Mail Server for eBroadcast
    View all
  • Reports and Online Template Library

    2 Articles
    • Organize and Authorize Reports
    • Generate Reports, Import and Export Templates
    View all
  • User Management

    3 Articles
    • Create and Manage User Accounts
    • Create and Manage User Roles
    • Audit User Access
    View all
  • Electronic Submissions

    11 Articles
    • Create and Submit a Claim to an Extended Health Insurer
    • Configure Universal eClaims
    • Create and Submit Predetermination Request to an Extended Health Insurer
    • Monitor HCAI Claim Submissions
    • Search eClaims and Audit Trail
    View all
  • Exercises

    3 Articles
    • Request a Physiotec Free Trial
    • Manage Users and Configure Physiotec Connection
    • Create and Manage Exercise Programs
    View all
  • Troubleshooting

    12 Articles
    • Cannot find RBC General Insurance Company on HCAI
    • Cannot connect to Server
    • Enable and Disable Administrator Account in Windows 10
    • Unica Insurance, Previously York Fire & Casualty
    • Universal Office database is Suspected
    View all
  • How to

    27 Articles
    • How to Add a Signature to Staff Member
    • How to Submit Invoices to a Different Insurer from the One Specified in OCF-23 or OCF-18
    • How to Track the End of Every MIG Block
    • How to Modify the Appearance of the Add Charges List
    • How to Adjust Column Width in Appointment Book
    View all
  • SoftEther VPN

    3 Articles
    • SoftEther VPN Server Installation and Setup
    • Setup VPN Connection on Client
    • Manage Users in SoftEther VPN
    View all

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