Overview
Setting up your PM Software in OneSpot is a key step toward streamlining your workflow and enabling seamless communication between platforms. This guide will walk you through the initial configuration of key information about your practice management system.
Once completed, you’ll be ready to move forward with connecting Eyefinity Encompass and OneSpot—unlocking features like file imports, and more.
Instructions
1. Select Admin > Externals.
2. From Your PM Software, select Setup or Manage PM Software.
3. Open the Your PM Software drop-down and select Eyefinity Encompass.
4. Optional: Fill in the following fields:
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PM Software Website/Login URL: Enter a link to your PM software’s login page, customer support site, knowledge base, or any other relevant web resource.
- Tip: If you have multiple helpful links, you can paste them into the Special Instructions field.
- Phone/Alternate Phone: Add your PM software’s customer support number or any other phone number you'd like associated with the software.
- Special Instructions: Include any additional notes that may assist users—such as login guidance, troubleshooting steps, or access instructions for the knowledge base.
- Remit Information: If your PM software receives remits and you’d like a reminder to check for them, select a frequency from the Check for Remits dropdown. This setting determines how often your software will appear in the Posting Worklist, helping ensure remits are reviewed consistently and not missed during your posting workflow.
5. When finished, select ‘Save’ to apply your changes, or select ‘Cancel’ to discard them.
Documents, Notes, and History Tabs
Refer to the Documents Tab, Notes Tab, and History Tab documentation for instructions on configuring the data within those tabs.
Eyefinity Encompass - Setup OneSpot Connection
To enable syncing and importing between Eyefinity Encompass and OneSpot (e.g., aging files, scrubbing files), please follow these steps:
Step 1: Create OneSpot Staff Member in Eyefinity Encompass
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Set up the staff member who will allow OneSpot to connect with Eyefinity Encompass.
- Follow the instructions in Eyefinity Encompass – Create OneSpot Employee.
Step 2: Setup the Eyefinity – OneSpot Connection
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Once the staff member is created, proceed to establish the OneSpot - Eyefinity Encompass connection.
Follow the instructions in Eyefinity Encompass – Create OneSpot Connection.