• Access Rights
• Invite a new user
• Create a new service
• Document Center
• Appointment's reminder
• Document Management
• Tax settings
• Assign services to professionals
• Tags
• Send a document

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• Form Creation
• Password
• Charting
• My Account
• Form Modifications/Corrections
• Episodes of Care
• Performance slowdown
• Clear the browser's cache (Google Chrome)
• Export notes from a patient's file (PDF)
• Program a reminder / Send an email to a patient

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• Calendar
• Send a health summary/document when opening a new patient's file
• Print / Send the appointment's history by email

• Create an invoice
• Invoice Grouping
• Payments in advance
• Bill a third-party payer
• Add a payment
• Coverage Allowance
• Invoice's Template
• Create a quote
• Print an invoice
• Bill a patient's group

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• Financial Statement report
• Month End Closing
• Discharge report by employee
• Patients report
• Taxes report
• Appointments report by employee
• Self employed employee report
• Reported Revenue report
• Sellable items report
• Revenue report

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• Introduction to TELUS eClaims
• Online Booking - Settings
• Insurance Profiles
• TELUS eClaims - Setting up the organization
• Practice Profiles
• TELUS eClaims - Setting up the professionals
• TELUS eClaims - Submitting claims or predeterminations
• TELUS eClaims- Setting up the professions
• TELUS eClaims - Pending payments
• TELUS eClaims - Setting up the users

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