Genius Solutions' Training Extras

Welcome to our special training aids page. We are excited with your decision to learn to use even more eTHOMAS features. Below, you will find various Tips and Tricks options. Click on the option you are interested in and you will get a description, along with links to the "how to video" and a .pdf document (for those who like a physical copy to go with their "how to").

Quickly and easily schedule multiple appointments for a single patient. Let eTHOMAS search through your appointment book and offer available appointment times.

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Download the .pdf

Quickly and easily gauge your missed and cancelled appointments. Manage these appointments through patient phone calls and letters. Stay on top of your patient retention.

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Download the .pdf

Learn how to use the AutoPost function to post insurance checks using electronic remittance from the insurance carriers (ERAs). Save the time and frustration of manually posting insurance checks by doing it quickly and easily through a few clicks within eTHOMAS.

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Download the .pdf

Automatically write off patient balances according to specifications you set quickly and easily. Obtain the insight on this valuable feature and see how it can work for you.

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Download the .pdf

Learn how to pre-define and default many items on patient claims to save you time when posting charges. Easily view how many claims are tied to specific cases (i.e. Auto Accident, Workers’ Comp, Inpatient, Outpatient, etc.)

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Download the .pdf

Let the family numbering feature work for you! Learn all of the benefits that Family Numbering has to offer such as statements, payments, charges, and information gathering and distribution.

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Download the .pdf

Do you ever struggle with posting insurance and attorney settlement payments? Learn how to post insurance payments by a date range instead of by each claim. Date Range Payment Posting is a valuable time saver for those payments that do not contain a detailed explanation but rather a lump sum payment.

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Download the .pdf

Do you or have you ever thought about offering payment plans to your patients? Gain insight into Patient Contracts and how they may benefit your office in order to retain patients when insurance runs out of for non-insured or low-insured patients.

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Download the .pdf

Do you have Microsoft® Word? Learn how to utilize some of the powerful merge capabilities within eTHOMAS.

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Download the .pdf

Do you regularly send patients to a specialist’s office? Keep track of referrals and store those items in eTHOMAS. Provide a professional looking referral form to your patient.

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Download the .pdf

Did you know you could create claim scrubbing at the posting charges level? Learn about the benefits of Posting Validations. Customize and build validations at the posting level to fit your office needs. Save valuable time correcting claims.

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Download the .pdf

Learn how to utilize Procedure Profiles in order to get a snap-shot of your financial data and the different types of procedures performed, how much money was generated, and how much is still outstanding.

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Download the .pdf

Let our built-in recall feature help you gain the leverage needed for better patient compliance through our recall report options.

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Download the .pdf

Utilize sessions, bulletins, or special days to customize messages and define financial report outputs by a session for easier balancing and analysis.

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Download the .pdf

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