• 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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• 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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• 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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• 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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• 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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• 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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• Create and Maintain Correspondence Records
• About Correspondence
• Create and Manage Case Notes

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• 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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• 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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• Update Business Information and Corporate Branding
• Add and Manage Payment Methods
• Add and Manage Tax Codes
• Add and Manage Departments

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• Add and Manage Insurance Companies
• Add and Manage Referrals
• Add and Manage Legal Reps
• Add and Manage Suppliers

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• 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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• 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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• Organize and Authorize Reports
• Generate Reports, Import and Export Templates

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• Create and Manage User Accounts
• Create and Manage User Roles
• Audit User Access

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• 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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• Request a Physiotec Free Trial
• Manage Users and Configure Physiotec Connection
• Create and Manage Exercise Programs

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• 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 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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