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Discussions
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Description: Electronic discussion group for those using SOS Office Manager, SOS Case Manager or other software from Synergistic Office Solutions, Inc.
 

Questions about printing appointment cards 
  We want to start printing labels to place on our appointment cards when an appointment is scheduled, and I have two questions. 1. Is there any way to have the title print after the provider's name? For example, "Scott Hoopes MD" instead of just "Scott Hoopes." 2. I'm a little confused as to which labels we would need for a Seiko... more »
By Scott Hoopes MD & Assoc  - Nov 18 - 2 new of 2 messages    

SOS User's Manual 
  Hi, Carol. No, sorry, the January, 2008 revision is the newest manual. You can access and search it from HELP > OMWIn Manual (Jan 18, 2008). Certain new features, such as attachments and scanning<[link]>, are documented in the Document Library<[link]>on the... more »
By Seth Krieger  - Nov 19 - 1 new of 1 message    

Payroll Multiplier? 
  Provider Acticity Report for Payroll - Did this feature change or am I getting a bit confused.........Our payroll is based on actual dollars received multiplied by a percentage for each therapist. I just noticed the numbers in the provider actiivity do not relate to our set-up anymore. Can someone get back to me on this one. Thank you and have a great day.... more »
By CCB Office  - Nov 18 - 1 new of 1 message    

Custom Bill option (patient receipt) 
  We have always used our tax ID for all providers at all times up until now. We have a provider that is using their social. I have created the provider and entered the social instead of tax ID however over in the top left hand corner it still prints: Provider Tax ID 76-0478600. not Provider Tax ID (providers social). I have looked everywhere and can not figure out where this is pulling from or why it is not pulling the social listed on the provider.... more »
By Kristina Slay  - Nov 18 - 1 new of 1 message    

New blog article 
  We have posted a few recent bits of news in our current blog article: [link] Please be sure to leave your comments. Thanks Kathy ______________________________ ___ *Katherine E. Peres, Ph.D.* Vice President... more »
By Kathy Peres  - Nov 17 - 1 new of 1 message    

Alerts for high-risk patient cancelations 
  We now have a user-defined field to identify high-risk patients, i.e. those that may be a suicide risk, etc. and it shows up in a discrete way on the check-in list report. The next step is this: We need a way to alert/alarm/email the primary provider and service provider whenever one of these patients calls in... more »
By mrtibbs  - Nov 17 - 3 new of 3 messages    

cancellations 
  Is there a report that I can pull up that will show when cancelled appointment times are not filled ? Thanks!! Joanne Aguilu Office Manager Kendall Speech and Language Center 10725 SW 104 Street Miami, FL 33176 305 274-7883 The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential, proprietary, and/or... more »
By Joanne Aguilu  - Nov 17 - 4 new of 4 messages    

Appointments for a period 
  Since the latest upgrade we can no longer print just one providers appointments when generating appointments for a period report. Even if we choose a provider ID it will still print all providers. Thank You, Kristina Slay Operations - Tarnow Center for Self-Management This e-mail, including attachments, may include confidential and/or proprietary information, and may be used only by the person or entity to which it is addressed. If the reader of this e-mail is not the intended recipient or his or her authorized agent, the reader is hereby notified that any dissemination, distribution or copying of this e-mail is prohibited. If you have received this e-mail in error, please notify the sender by replying to this message and delete this e-mail immediately.... more »
By Kristina Slay  - Nov 13 - 3 new of 3 messages    

Appointment by Period Report 
  I'm hoping someone has an easy solution to this problem, because I've looked all through the Scheduler manual and can't figure it out. Since we updated to the current version (8/24/09) last week, we've had a problem with the Appointment by Period report that's run from the Scheduler module. Previously, it printed only active appointments. Now it's... more »
By Scott Hoopes MD & Assoc  - Nov 12 - 3 new of 3 messages    

Query: Pts by employer group 
  Seth, I could not find this query (tho the list I have was last revised July, 2007) and I believe it could be very helpful to many SOS users: Looking for a list of active patients by employer group (as is listed under Patient Policies on HCFA 11b field). Why? In 2010 some plans change depending on the employer group, not the... more »
By Vince Bellwoar  - Nov 11 - 2 new of 2 messages    

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