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.


Whiteboard Part 2

Join us for our webinar which will cover:

  • Implementation of the VIA Whiteboard
  • Using the Whiteboard

This webinar 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.

With your RSVP, please submit questions on the topic being presented so that we can provide tips and training based on what the end user needs to learn.

We look forward to helping your practice use VIA to its fullest potential.



    Practice name*

    Webinar Sessions
    Tuesday, October 11 - 12:00pm Noon CDT (1:00pm EDT, 10:00am PDT)Thursday, October 13 - 2:00pm CDT (3:00pm EDT, 12:00pm Noon 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.

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    Previous Webinars

    Whiteboard Part 1
    • Setting up the VIA Whiteboard
    • Using tasks and series
    • Capturing billing and vitals
    Inventory, Services and Purchase Orders
    • Setting up service and inventory items and codes
    • Using PO’s
    • Reconciling inventory counts
    SOAP Note Templates
    • Setting SOAP exam questions and responses
    • Customizing treatment plans and charges
    • Creating discharge instructions
    Treatment Reminders
    • Creating reminder templates
    • How to satisfy reminders
    • Processing and creating reminders
    Appointment Schedule Templates
    • Setting up schedule templates for employees
    • Customizing templates to guide booking
    • Working with appointment views and filtering
    Front Desk Operations
    • Review of payments, credits, returns
    • Balancing accounts
    • Merging patient records
    • Cleaning the desktop
    Accounts Receivables and Managing Money
    • AR in VIA
    • Payments, credits, and financial transactions
    • AR Reporting
    • End of Day closeout
    Daily Processing and Usage
    • Recalls, Labs and Image Studies
    • Clean up and reconciling open transactions
    • Updating prices, mass markups and system maintenance
    Treatment Reminders:
    • Reminder functionality
    • Setting triggers and creating protocols
    • Satisfying reminders and processing notices
    Front Desk Operations:
    • Accepting payments
    • End of day reports and reconciliation
    • Cleaning up desktop
    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