Client Documentation
Client Documentation
Practice Director Privacy Policy – this document outlines the Practice Director Privacy Policy – Last updated on December 31, 2019
Go Live Guide – this document provides the stages for a successful implementation of PD within your practice – Last updated on July 5, 2016
Practice Director Hardware Recommendation – this document is a guide for hardware specifications – Last updated on January 16, 2018
Equipment Linking Expectations – this document has important information about the equipment linking process. – Last updated on November 20, 2013
Instrumentation Linking – this document has important information about the instrumentation linking. – Last updated on January 16, 2018
Practice Director Setup – this document is a setup guide for setting up PD in a new office – Last updated on April 4, 2016
EHR Setup – this document is a setup guide for EHR – Last updated on May 7, 2014
Steps for Successful Implementation – document provides instructions for our training – Last updated on January 21, 2013
Training Database – this document provides instructions for logging onto the Training Database once Practice Director has been installed in your office – Last updated on May 7, 2014
Training Checklist – this document is a checklist of all available training videos – Last updated on December 19, 2018
User Guide Administration – this document is a User Guide for all areas of the Administration area within PD – Last updated on April 4, 2016
Practice Director Reports – this documentation is a guide to the reports that can be run within PD – Last updated on September 3, 2013
Help Menu – This document reviews the information contained in the Help Menu of Practice Director – Last updated on November 30, 2012
Practice Director Updater (PDU) – This document reviews the new updater you will use to update Practice Director – Last updated on May 21, 2020
Version 6.1 Release Notes – This document contains the list of enhancements included in version 6.1 – Last updated on Oct 10, 2019
Version 6.0 Release Notes – This document contains the list of enhancements included in version 6.0 – Last updated on April 24, 2019
Posting Date and Receipts Report – This document gives an overview of posting dates and how changes to payments and invoices impact the receipts report. – Last updated on January 14, 2019
Minnesota Care Tax Instructions – This document along with MNCare Estimated Tax 2018 and MNCare Tax 2017 documents can be used to calculate your estimated taxes – Last updated on July 18, 2018
Update and Conversion Instructions to 6.0.x – This document contains instructions for using the PDU for the update from 5.1.x to 6.0.x The document will walk you through the update and conversion process – Last updated on September 19, 2018
Update Instructions for Version 6.0.x – this document contains instructions for using the PDU to update from 6.0.x to the subsequent 6.0.x version. This document will walk you through the update process. – Last updated on October 10, 2019