Choose a day for the switch-over. From that day on you’ll have to be committed to use Ear Works even when it seems easier to stay with the ways you know.
Go through the activation wizard and finish all the settings there (all the settings under the Administration menu)
Go through the Data Lists wizard (the Data Lists menu) and set up all the lists.
Run the latest Manufacturer List updates from our website
For linking with Quickbooks, make sure you follow the instructions in the two videos from our web site.
Enter the current schedule for all the days starting with the day of the full switch.
Enter the basic client information for all the patients you’ll be seeing in the first few days. After the switch you’ll also need to make sure that every day you enter the info for the patients you’ll see the next day.
Get your entire staff trained and prepared close to the switch day, but not too early so they don’t forget everything before then.
If you have used another system prior to Ear Works then get your data imported in Ear Works right before the switch over. We can help with the transfer.
After the switch day use only Ear Works (and avoid paper files) for at least the following aspects:
Creating orders (including repairs and RFCs)
Sending and receiving orders
Creating patient and third party invoices
Recording manufacturer bills
Sending third party invoices
Scheduling including: confirming app, marking patient as in, starting an appointment, ending an appointment
Recording in-house services
Creating progress notes
Delegating tasks
Recording audiograms (this can be done in parallel with noah)
If you start from this basic level, the other aspects will be built on a strong foundation.
