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Autumn 8 Review: Pros, Cons, and Pricing of Chiropractic Software


Autumn 8 Software Manual




Introduction




If you are looking for a fully integrated software solution for your chiropractic office, you might want to consider Autumn 8 by TGI Software. Autumn 8 is a locally hosted software that helps you streamline every step of your workflow, from scheduling to billing and SOAP notes. Whether you are a solo practitioner or a multi-provider clinic, Autumn 8 can help you improve your efficiency, productivity, and profitability.




Autumn 8 Software Manual


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In this article, we will guide you through the main features and functions of Autumn 8 software, and show you how to use it effectively for your practice. You will learn how to:



  • Use the appointment book and customize it according to your preferences.



  • Send out appointment reminders via email and text message at no additional cost.



  • Manage multiple appointment books and visit types for different providers and services.



  • Create and manage invoices and payments for your patients.



  • Electronically send insurance claims via any clearinghouse of your choice.



  • Generate reports and statements for your practice performance and finances.



  • Create and edit SOAP notes using customizable macros.



  • Attach images, documents, and videos to your SOAP notes.



  • Print or email your SOAP notes to patients or other providers.



  • Add and update patient information and records.



  • Use the patient portal and data backup features for enhanced security and convenience.



  • Create and send patient letters, labels, and surveys.



To get started with Autumn 8 software, you will need to purchase a one-time license fee of $3,495. This includes a mandatory 12 months of technical support for $900. You can also opt for additional features such as the patient portal or data backup for an extra fee. You can request a free demo from the TGI Software website or call them at (800) 645-4309.


Scheduling




One of the most important features of Autumn 8 software is the scheduling module. The scheduling module allows you to manage your appointments easily and efficiently. You can access the appointment book from the main menu or by pressing F5 on your keyboard.


The appointment book has various customizable options. You can color-code the appointment book however you want, and can also have as many columns as you want. In addition, you can manage multiple appointment books, and create a list of custom 'visit types', which have a specified length of time associated with each visit type. This makes it convenient to manage multiple types of visits, of various time lengths.


You can also generate multiple appointments simultaneously with a treatment plan. Autumn 8's appointment book can automatically send out appointment reminders via email and text message at no additional cost. This can help you reduce no-shows and increase patient satisfaction.


To use the appointment book, follow these steps:



  • Click on the 'New' button or press F2 to create a new appointment.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name. If the patient is not in the system, you can add them by clicking on the 'Add New Patient' button.



  • Select the visit type from the drop-down list or type in the first few letters of the visit type. You can also create a new visit type by clicking on the 'Add New Visit Type' button.



  • Select the date and time of the appointment by clicking on the calendar or typing in the date and time. You can also use the arrow keys to navigate through the calendar.



  • Select the provider from the drop-down list or type in the first few letters of the provider's name. You can also create a new provider by clicking on the 'Add New Provider' button.



  • Click on the 'Save' button or press F10 to save the appointment.



To customize the appointment book, follow these steps:



  • Click on the 'Options' button or press F9 to open the options menu.



  • Select the 'Appointment Book' tab to access the appointment book settings.



  • From here, you can change various settings such as:



  • The number and width of columns.



  • The color scheme and font size.



  • The start and end time of each day.



  • The time interval for each slot.



  • The default visit type and provider.



  • The confirmation status and reminder settings.



  • Click on the 'OK' button to save your changes.



Billing




Another essential feature of Autumn 8 software is the billing module. The billing module allows you to create and manage invoices and payments for your patients. You can also electronically send insurance claims via any clearinghouse of your choice. Moreover, you can generate reports and statements for your practice performance and finances.


To create an invoice, follow these steps:



  • Click on the 'Billing' button or press F6 to open the billing menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name. If the patient is not in the system, you can add them by clicking on the 'Add New Patient' button.



  • Select the date of service from the calendar or type in the date. You can also use the arrow keys to navigate through the calendar.



  • Select the provider from the drop-down list or type in the first few letters of the provider's name. You can also create a new provider by clicking on the 'Add New Provider' button.



  • Select the procedure code from the drop-down list or type in the code. You can also create a new procedure code by clicking on the 'Add New Procedure Code' button.



  • Enter the quantity, fee, diagnosis, modifier, and notes for each procedure code. You can also use macros to enter common information quickly.



  • Click on the 'Save' button or press F10 to save the invoice.



To manage payments, follow these steps:



  • Click on the 'Payments' button or press F7 to open the payments menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name. If the patient is not in the system, you can add them by clicking on the 'Add New Patient' button.



  • Select the date of payment from the calendar or type in the date. You can also use the arrow keys to navigate through the calendar.



  • Select the payment method from the drop-down list or type in the method. You can also create a new payment method by clicking on the 'Add New Payment Method' button.



  • Enter the amount, check number, reference number, and notes for each payment. You can also use macros to enter common information quickly.



  • Click on the 'Save' button or press F10 to save the payment.



To electronically send insurance claims, follow these steps:



  • Click on button or press F8 to open the claims menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name. If the patient is not in the system, you can add them by clicking on the 'Add New Patient' button.



  • Select the date range for the claims you want to send. You can also use the arrow keys to navigate through the calendar.



  • Select the clearinghouse from the drop-down list or type in the name. You can also create a new clearinghouse by clicking on the 'Add New Clearinghouse' button.



  • Click on the 'Send' button or press F10 to send the claims electronically. You will receive a confirmation message and a report of the claims status.



To generate reports and statements, follow these steps:



  • Click on the 'Reports' button or press F11 to open the reports menu.



  • Select the type of report or statement you want to generate from the list. You can choose from various options such as:



  • Practice Analysis: This report shows you the performance and statistics of your practice, such as the number of visits, charges, payments, adjustments, and balances.



  • Income Analysis: This report shows you the income and expenses of your practice, such as the gross income, net income, overhead, and profit margin.



  • Insurance Analysis: This report shows you the insurance activity and status of your practice, such as the number of claims, payments, rejections, and denials.



  • Patient Statements: This report shows you the statements for your patients, which include the charges, payments, adjustments, and balances for each patient.



  • Patient Labels: This report shows you the labels for your patients, which include the name, address, phone number, and email of each patient.



  • Patient Letters: This report shows you the letters for your patients, which include the personalized messages and information for each patient.



  • Patient Surveys: This report shows you the surveys for your patients, which include the questions and answers for each patient.



  • Enter the criteria and filters for the report or statement you want to generate. You can specify various parameters such as:



  • Date range



  • Provider



  • Patient



  • Visit type



  • Procedure code



  • Payment method



  • Clearinghouse



  • Click on the 'Generate' button or press F10 to generate the report or statement. You can also preview, print, or export the report or statement in various formats such as PDF, Excel, Word, etc.



SOAP Notes




A key feature of Autumn 8 software is the SOAP notes module. The SOAP notes module allows you to create and edit SOAP notes using customizable macros. You can also attach images, documents, and videos to your SOAP notes. Moreover, you can print or email your SOAP notes to patients or other providers.


To create a SOAP note, follow these steps:



  • Click on the 'SOAP Notes' button or press F12 to open the SOAP notes menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name. If the patient is not in the system, you can add them by clicking on the 'Add New Patient' button.



  • Select the date of service from the calendar or type in the date. You can also use the arrow keys to navigate through the calendar.



  • Select the provider from the drop-down list or type in the first few letters of the provider's name. You can also create a new provider by clicking on the 'Add New Provider' button.



  • Select the drop-down list or type in the first few letters of the visit type. You can also create a new visit type by clicking on the 'Add New Visit Type' button.



  • Enter the SOAP note using the text editor. You can use the toolbar to format your text, insert images, documents, and videos, and use macros to enter common information quickly.



  • Click on the 'Save' button or press F10 to save the SOAP note.



To edit a SOAP note, follow these steps:



  • Click on the 'SOAP Notes' button or press F12 to open the SOAP notes menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name.



  • Select the date of service from the calendar or type in the date. You can also use the arrow keys to navigate through the calendar.



  • Select the provider from the drop-down list or type in the first few letters of the provider's name.



  • Select the visit type from the drop-down list or type in the first few letters of the visit type.



  • Click on the 'Edit' button or press F4 to edit the SOAP note.



  • Make the changes you want using the text editor. You can use the toolbar to format your text, insert images, documents, and videos, and use macros to enter common information quickly.



  • Click on the 'Save' button or press F10 to save the SOAP note.



To print or email a SOAP note, follow these steps:



  • Click on the 'SOAP Notes' button or press F12 to open the SOAP notes menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name.



  • Select the date of service from the calendar or type in the date. You can also use the arrow keys to navigate through the calendar.



  • Select the provider from the drop-down list or type in the first few letters of the provider's name.



  • Select the drop-down list or type in the first few letters of the visit type.



  • Click on the 'Print' button or press F5 to print the SOAP note. You can also preview, print preview, or export the SOAP note in various formats such as PDF, Excel, Word, etc.



  • Click on the 'Email' button or press F6 to email the SOAP note. You can enter the recipient's email address, subject, and message. You can also attach the SOAP note as a PDF file.



Patient Management




The last feature of Autumn 8 software that we will cover in this article is the patient management module. The patient management module allows you to add and update patient information and records. You can also use the patient portal and data backup features for enhanced security and convenience. Furthermore, you can create and send patient letters, labels, and surveys.


To add a new patient, follow these steps:



  • Click on the 'Patient' button or press F3 to open the patient menu.



  • Click on the 'New' button or press F2 to create a new patient.



  • Enter the patient's personal information, such as the name, address, phone number, email, date of birth, gender, etc.



  • Enter the patient's insurance information, such as the policy number, group number, plan name, copay amount, deductible amount, etc.



  • Enter the patient's medical history, such as the allergies, medications, surgeries, family history, etc.



  • Click on the 'Save' button or press F10 to save the patient.



To update an existing patient, follow these steps:



  • Click on the 'Patient' button or press F3 to open the patient menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name.



  • Click on the 'Edit' button or press F4 to edit the patient.



  • Make the changes you want to the patient's personal information, insurance information, or medical history.



the 'Save' button or press F10 to save the patient.


To use the patient portal, follow these steps:



  • Click on the 'Patient Portal' button or press F9 to open the patient portal menu.



  • Select the patient name from the drop-down list or type in the first few letters of the patient's name.



  • Click on the 'Send Invitation' button or press F10 to send an invitation email to the patient. The email will contain the link and instructions to access the patient portal.



  • The patient can use the patient portal to view and update their personal information, insurance information, and medical history. They can also view their appointments, invoices, payments, and SOAP notes. They can also request new appointments, make payments, and send messages to the provider.



To use the data backup feature, follow these steps:



  • Click on the 'Data Backup' button or press F11 to open the data backup menu.



  • Select the location where you want to backup your data. You can choose from various options such as:



  • Local drive



  • External drive



  • Network drive



  • Cloud drive



  • Click on the 'Backup' button or press F10 to backup your data. You can also schedule automatic backups at regular intervals.



  • You can also restore your data from a previous backup by clicking on the 'Restore' button or pressing F12.



To create and send patient letters, labels, and surveys, follow these steps:



  • Click on the 'Letters' button or press F12 to open the letters menu.



  • Select the type of letter, label, or survey you want to create and send from the list. You can choose from various options such as:



  • Welcome letter



  • Recall letter



  • Birthday letter



  • Referral letter



  • Thank you letter



  • Patient label



  • Patient survey



  • Select the drop-down list or type in the first few letters of the patient's name. You can also select multiple patients by holding down the Ctrl key.



  • Click on the 'Create' button or press F10 to create the letter, label, or survey. You can use the text editor to format your text, insert images, documents, and videos, and use macros to enter common information quickly.



  • Click on the 'Print' button or press F5 to print the letter, label, or survey. You can also preview, print preview, or export the letter, label, or survey in various formats such as PDF, Excel, Word, etc.



  • Click on the 'Email' button or press F6 to email the letter, label, or survey. You can enter the recipient's email address, subject, and message. You can also attach the letter, label, or survey as a PDF file.



Conclusion




In this article, we have shown you how to use Autumn 8 software for your chiropractic office. We have covered the main features and functions of the software, such as scheduling, billing, SOAP notes, and patient management. We have also explained how to customize the software according to your preferences and needs.


Autumn 8 software is a powerful and affordable solution for your practice. It can help you improve your efficiency, productivity, and profitability. It can also help you enhance your patient satisfaction and retention. If you are interested in trying out Autumn 8 software for yourself, you can request a free demo from the TGI Software website or call them at (800) 645-4309.


We hope you have found this article helpful and informative. If you have any questions or feedback, please feel free to contact us. Thank you for reading!


FAQs




Here are some of the frequently asked questions about Autumn 8 software:



  • Q: What are the system requirements for Autumn 8 software?



  • A: Autumn 8 software is compatible with Windows OS only. You will need a computer with at least 4 GB of RAM and 10 GB of free disk space. You will also need a printer and a scanner for printing and scanning documents.



  • Q: How secure is Autumn 8 software?



  • A: Autumn 8 software is very secure and compliant with HIPAA regulations. All your data is stored locally on your computer or server, and encrypted with AES-256 encryption. You can also use the data backup feature to backup your data to a secure location of your choice.



  • Q: How can I get technical support for Autumn 8 software?



  • A: Technical support is mandatory for the first year of using Autumn 8 software. You can contact the support team by phone at (800) 645-4309 or by email at support@tgisoftware.com. The support hours are from 8am to 5pm central time, Monday to Friday.



  • Q: How can I update Autumn 8 software?



  • A: You can update Autumn 8 software by clicking on the 'Update' button on the main menu or by pressing F1 on your keyboard. You will need an internet connection to download and install the latest updates.



  • Q: How can I customize Autumn 8 software?



  • A: You can customize Autumn 8 software by clicking on the 'Options' button on the main menu or by pressing F9 on your keyboard. You can change various settings such as the color scheme, font size, time interval, default visit type and provider, confirmation status and reminder settings, etc.



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