Running WebSync

Running WebSync assimilates the information in your practice management software with that in your eCentral website. By running WebSync you can upload information to your eCentral website and import new online accounts, online information changes, and online payments into your practice management software. Running WebSync also sends the correspondence you have requested to your patients.

You can customize the information you would like to sync in the WebSync setup. You can also customize the frequency of the reminders that are generated about the WebSync. This document will discuss WebSync Setup, Settings, and the WebSync itself.

Practice Setup

In the Login Setup group box, type the User ID and Password you received when you registered your eCentral account. If you have not registered, click Register. If you forgot your User ID or Password, click Forgot Password.

Schedule WebSync

You can run the WebSync automatically in the Schedule WebSync dialog box. If you want the WebSync to run automatically at a specific time, select Once Daily at and select a time. If you do not want the WebSync to run automatically, select Do not run WebSync Automatically.

WebSync Options

In the WebSync options group box, check the box next to the options you would like to include during the WebSync. You can include options and uploads during the WebSync:

·        Correspondence Upload

·        Patient Upload

·        Questionnaire Upload

·        Referral Upload

·        Insurance Claim Tracking Upload

·        Download Patient Information Changes

·        Download Appointment Status Updates

·        DXWeb Toolbar Updates

If you want to include all the options in the WebSync, select All.