About Patient Insurance

One of the keys to a healthy practice is maintaining accurate, well-organized insurance records. ViewPoint provides both paper-based and electronic tools to help you track, bill, and maintain your insurance records.

(Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)

• ViewPoint Help
  • *Special Settings & Tools*
  • Financials
  • Insurance
    • Set Up Insurance
      • Activate Electronic Insurance
      • Insurance Code Table
      • Insurance Company Table
      • Relationship Table
    • Use Insurance
      • Generate Insurance Forms
      • Resubmit Electronic Claims
      • Review Electronic Claims Online
      • Upload Electronic Claims
  • Mail Merge
  • Messaging
  • View Office Calendar
  • Add & Edit Office Appointments
  • Set Up Office Calendar
  • Online Forms
  • Patient Folders
  • Practice Tools
  • Reporting
  • Scheduling

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