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iPoint Touch University
QUICK LINKS: TRAINING: Module 1 | Module 2 | Module 3 | New Features and Installation
Training Module One
This module covers the following topics. Scroll down to access the videos.
- Dashboard overview
- Company Info, Custom Fields & Taxes
- Custom Email Text and Email Reminders
- Create Custom Invoice Message
- Set Up Email Account using the SMTP email server
- How to use Appointment Status
- Setting Up Your Appointment Types
8. Adding Breed Types, Breed Colors, and Contact Types
9. How to set up and use Treatment Plans
10. Intro to How To Build and Use Snippets
11. How To Set Up Your Items and Services Charges
12. How to Load / Build Patient Information Files
13. Loading Contact Information and Linking Patients to Contacts
14. iPoint Touch University Training Modules
1. Dashboard Overview
This training is an over view of the features on the Dashboard and the Menu Settings.
2. Company Info – Custom Fields – Taxes
This training highlights the customization for field in the Settings “Company Info,” “Taxes,” and “Custom Fields” tabs.
3. Custom Email Text and Email Reminders
This training shows you how to customize the body of the email to remind owners it is time for the patient to come back for their next treatment, and how to customize email reminders.
4. Create Custom Invoice Message
How to create a custom message on you invoices.
5. How to Set Up Email Account using the SMTP email server
Follow instructions in this video to set up your email account in iPoint Touch.
Community Members using PC computers will want to use this method for sending email from your iPoint Touch system.
6. How to use Appointment Status
In this video we will discuss using a status to identify where an appointment stands on your calendar and work flow process.
7. Setting Up Your Appointment Types
In this video we review how to set up your Appointment Types.
8. Adding Breed Types, Breed Colors, and Contact Types
This video demonstrates how to add Breeds and Color of the patients and the Type of Contact or relationship a person or location has to the patient.
9. How to set up and use Treatment Plans
Treatment plans are used to keep patients on your calendar for continued care, and for reminders of vaccinations and next date for scheduled treatments. They are also used to track and note the number of treatments you are recommending for a patient in acute / critical care.
10. Intro to How To Build and Use Snippets
This video will demonstrate how to build and use snippets throughout the iPoint Touch system to minimize the time needed to input communication notes into your appointment details.
11. How To Set Up Your Items and Services Charges
In this video we review how to set up your items and service charges. In Training Module #2 we will review how to integrate the items with Appointment Types for faster invoicing.
12. How to Load / Build Patient Information Files
This video teaches how to load the information for each New Patient in your data base.
13. How to Load / Build Contact Information and Linking Patients to Contacts
In this video we review how to add the Contact Information, then Link Contacts to Patients and determine what relationship the Contact has to the Patient.
14. iPoint Touch University Training Modules
All You Need To Know About Your iPoint Touch System Can Be Found in iPoint Touch University!
Training Module Two
This module covers the following topics. Scroll down to access the videos.
1. Re-Cap How To Build And Use Snippets
2. How to Integrate Items with Appointment Types to Expedite Invoicing
3. Understanding Patient and Customer Information
4. How To Use The Appointment Details Page
5. How To Transfer Previous Chiro Notes, Appointment Notes, Home Care, Exercises & Follow Up
6. Chiropractic Module
7. Exam Page Settings Changes
8. Acupuncture – Acupressure Findings Segment
9. Acupuncture – Acupressure Treatment
10. Dashboard Task Features / Response To Treatment
11. Patient Notes / Attachments
12. Add Attachment To An Appointment Details Report
13. How to create an invoice
14. Send Invoice Summary for Multiple Patients
15. How To Use Response To Treatment
16. How to Delete A Record
1. ReCap How To Build And Use Snippets
This video is a re-cap on how to use Snippets to make note documentation happen in lighting speed!
2. How to Integrate Items with Appointment Types to Expedite Invoicing
This video show how to create a link between Appointment Types and your Service Charges which makes invoicing much faster at the end of the appointment.
3. Understanding Patient and Customer Information
This video show you how to navigate Patient Information and Contact Information located on the left side of the page as your progress through the software system.
4. How To Use The Appointment Details Page
This video takes you through the process to document your Appointment Details from start to invoicing and sending off the report to related contacts.
5. How To Transfer Previous Chiro Notes, Appointment Notes, Home Care, Exercises & Follow Up
In this video you will learn how to import the Appointment Details from a previous Patient Appointment into a new Appointment to save time on recording patient records seen on routine basis where few changes may need to be made.
6. Chiropractic
This video walks you through the documentation fields for the Chiropractic Module.
7. Exam Page Settings Changes
This video demonstrates how to use the Exam Page located on the Appointment Details page.
8. Acupuncture – Acupressure Findings Segment
This video demonstrates the Acupuncture, Acupressure, Findings segment of the Acupuncture Module.
9. Acupuncture – Acupressure Treatment
Part 2 of Acupuncture Modality Training. Understanding how to use the Acupuncture, Acupressure, Laser and Tui-na Treatment section.
10. Dashboard Task Features / Response To Treatment
See how to use the Tasks Feature from the Dashboard and/or the Appointment Details page.
11. Patient Notes / Attachments
How to add Attachments to patient file, any how to add an attachment to an Appointment Details email.
12. How To Add An Attachment To An Appointment Details Report
This video will show you how to add an attachment to an Appointment Details Report.
13. How To Create an Invoice
How To Create An Invoice For A Single Patient
14. Send Invoice Summary for Multiple Patients
This video will demonstrate how to create one invoice summary for payment on multiple patients.
15. How To Use Response To Treatment
Learn How To Use The Response To Treatment Section by adding a Task at the Appointment Details Page, and trace the Task back to the Patient and Appointment.
16. How to Delete a Record
This video show you the steps to delete any kind of record in the iPoint Touch system.
Training Module Three
This module covers the following topics. Scroll down to access the videos.
1. Calendar Training March 2021
1. Calendar Training March 2021
This video explains how to use the Calendar Feature of Your iPoint Touch system.
New Features and Installation
This module covers the following topics. Scroll down to access the videos.
1. Desktop Update File Instructions
Desktop Update File Instructions
This video shows you how to download the New Updated File to your devices.