VIA Lunchtime Learning Webinars

Register to join an upcoming VIA Lunchtime Learning Webinar hosted by our trainers. This is a free service provided with your VIA Technical Support to help you get more out of VIA, whether it’s to train new staff members or to get a refresher on the current system features.  New sessions will be announced each month.


Front Desk Operations

This month’s webinar will cover all things money-related for the front desk team.  The session will go over the basics as well as more advanced topics related to handling daily financial transactions and reporting in VIA.

  • Properly applying payments to client accounts
  • Credits vs Debits vs Credit Memos
  • Returns and Credit Memos- how to return merchandise and enter a refund
  • End-of-Day reports to assist in balancing accounts
  • Closing out open invoices
  • Cleaning up a messy Desktop

The webinar will last one hour; the first half will be an informational presentation followed by a question and answer period.  After you register, a VIA trainer will email you a meeting invitation with instructions on how to access your selected webinar.



Practice name*

I would like to join the webinar on:

------ Tuesday, April 16 - 12:00 Noon CDT (1:00pm EDT, 10:00am PDT)
------ Thursday, April 18 - 2:00pm CDT (3:00pm EDT, 12:00pm PDT)
------ Thursday, April 18 - 12:00pm Noon CDT (1:00pm EDT, 10:00am PDT)]

Please provide us with any specific questions or areas you would like covered in detail. This will help to better serve you and streamline the presentation.

Please enter the following characters to let us know you're not a bot!

Privacy Notice

We take your privacy seriously. Any information you submit will be used for the sole purpose of processing your request and will not be shared with outside parties.

* indicates a required field


Previous Sessions

Resource Scheduler:
  • Using Resource Groups
  • Setting up the Resource Scheduler
  • Viewing Resource Availability
Whiteboard Functionality:
  • Using Tasks
  • Using the different views
  • Whiteboard customization
Whiteboard Implementation:
  • How tasks are created and assigned
  • Automatic generation of tasks
  • Methods of creation
  • Assignment of tasks and series
  • Editing and completion of tasks
  • How tasks affect invoicing
Inventory and Purchas Orders:
  • Inventory setup and properties
  • Inventory reports
  • Using Purchase Orders
Treatment Reminders:
  • Reminder functionality
  • Setting reminder triggers
  • Methods of creation
  • Entering manual reminders
  • Satisfying reminders
  • Processing email reminders
  • Printing reminder cards

Do you have suggestions for upcoming webinar topics?  Please let us know!

Webinar Suggestions