Practice Management

The following sections are most relevant to Practice Managers.

Maintenance and Reports contains data maintenance routines that maintain and can fix many data issues.

It also has multiple Practice Management reports such as doctors' earnings and items billed.

Monthly tasks such as overdue accounts are also performed through Maintenance and Reports.

Archiving explains how best to maintain your data and keep it at a minimal size.

Queries and Searches describes how to perform basic and more complex searches on your data that go beyond those outlined in Maintenance and Reports.

Quick Reports takes searches to the next level and produces reports that can pull information from multiple tables in the database.

Email explains the setup and use of the basic email program in Genie that can be used to email correspondence and attach incoming emails to patients files. (Note: Genie email is not intended to replace Outlook Express or Apple Mail).