Practice Set Up : OrthoSync 

• Appointment Group should be set up and an exam appointment should be set up for the Initial or the first appointment
• Check the claim set up 
• On the Practice Info and Location (Lookup) - Please update the NPI/License/Taxid 
• Verify Communication email and Phone on the location
• Set up patient status 
• Set up users and Doctor should be set up in Doctor Role and update NPI/License/TaxId
• Set up Schedule Template : OrthoSync
• OrthoPMS will set up default Findings - Office can modify the findings to meet their needs
• Set up Tx Card

• Set up Reminder Templates, if its not set up by the OPMS team
• Set up Treatment Type/Option/Expense

• Insurance list will be migrated from the old software

Patient Portal : OrthoSync 

• Live Ops : OrthoSync
• Start the new patient with exam appointment type only
• Update Exam status to Treatment Recommended (Managed Findings Or Modify Exam)
• Recommend Treatment plan from Managed Findings or from Start Treatment button on the exam card
• Exam Workflow : OrthoSync
• Signing Contract : OrthoSync
• Claims will appear on the Pending claims dashboard once contract is signed Statement of Actual Services : OrthoSync , Automatic file mode claims appearing on the dashboard : OrthoSync, Pre Authorization Claims : OrthoSync
• Remittance will be used to upload EOB - EOB Upload : OrthoSync 
• Add New Insurance : OrthoSync 
• Insurance Verification : OrthoSync
• Send Payment Widget : OrthoSync
• Sign@Home : OrthoSync
• Reset Patient Password (Default Password) : OrthoSync