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Practice Management - HCAI, MVA, EHC, WSIB
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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 Record Payment from Extended Health on an OCF-21
How to Add a Signature to Staff Member
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
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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
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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
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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
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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)
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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
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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
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Correspondence and Case Notes
3 Articles
Create and Maintain Correspondence Records
About Correspondence
Create and Manage Case Notes
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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
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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
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Facility Settings
4 Articles
Update Business Information and Corporate Branding
Add and Manage Payment Methods
Add and Manage Tax Codes
Add and Manage Departments
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Contact Libraries
4 Articles
Add and Manage Insurance Companies
Add and Manage Referrals
Add and Manage Legal Reps
Add and Manage Suppliers
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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
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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
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Reports and Online Template Library
2 Articles
Organize and Authorize Reports
Generate Reports, Import and Export Templates
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User Management
3 Articles
Create and Manage User Accounts
Create and Manage User Roles
Audit User Access
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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
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Exercises
3 Articles
Request a Physiotec Free Trial
Manage Users and Configure Physiotec Connection
Create and Manage Exercise Programs
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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
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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
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SoftEther VPN
3 Articles
SoftEther VPN Server Installation and Setup
Setup VPN Connection on Client
Manage Users in SoftEther VPN
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