WebSync Wizard

The WebSync Wizard helps you set up the WebSync, so you can transfer information back and forth between the toolbar and your eCentral website. The WebSync Wizard helps you set up the following features of the WebSync:

·        WebSync

·        Correspondence

·        Patient Upload

·        Questionnaire Upload

·        Patient Financing

·        Referral Upload

·        Insurance Claim Tracking

If you want to set up each WebSync option in the wizard, click Next to continue to the next step and proceed through the wizard. If at any time you need to return to a previous step, click Back to return to the previous step in the Wizard.

If you want to set up a specific feature of the WebSync without going through all the steps in the wizard, click the feature in the navigation list to go directly to that setup step. Please note that you must complete the wizard once in its entirety before you can jump to individual steps.

You must go to the Finish step of the wizard and click Finish to save any changes you make before you exit the wizard. If you need to exit the wizard before you click Finish, click Cancel. If you cancel and leave the wizard without clicking Finish, all your changes will be lost.