Universal Office consists of two main programs:
- Universal Scheduling: The main application and workspace that you use daily.
- Administration Setup: This is the ‘control panel’ of Universal Office where you configure system-wide settings.
Universal Scheduling is divided into seven (7) main managers, each of which is responsible for specific tasks:
- Appointment Book: Scheduling appointments
- Patient Manager: Managing patients
- Staff Manager: Managing staff members
- Product Manager: Managing the products you offer to your patients
- Resource Manager: Managing resources
- Activity Manager: Managing the services you provide
- Reports Manager: Managing your generated reports
When you sign in to the Universal Scheduling program, the system displays the daily schedule calendar with all providers scheduled for today (current day).
In the right pane is a calendar that allows you to jump from date to date, search for a patient, and select an activity.
There are also options to view the calendar in a Weekly Schedule per provider. In the Weekly Schedule tab, you can see the schedule for a single provider, or switch the view by choosing another provider name from the provider drop-down list.
Appointment Book Toolbar
Use the Patient Manager to add new patients and create cases (case folders) for the patient. Toggle between the patient name and the case list located below the list of patients. The Case list always shows the cases for the selected patient name.
When a patient name is selected, the system displays patient demographic information (in the main area). When you select a case for the patient, the system displays the case-specific information.
In this area, add new staff members, including both providers and office administrators. You can also add electronic signatures for providers. It’s important that you add every provider you hire into Staff Manager before adding them into the Resource Manager. When adding a new resource, the system requires that you link the resource to a staff member.
The Reports Manager provides you with access to financial and statistical information that can be extracted from your data store. The left pane displays a list of report groups. When a group is expanded, the system displays reports placed into the group.
In addition to the reports that appear in the folders, you have access to the free online template library where we regularly post new report templates. When you are looking for a new report, check the template library first.
Access our online self-help centre with the friendly and rich knowledge base right from the system.