Build 34 Training :

Fine-Tuned Features for Faster Results

Watch Recordings

Build 34 Training:

Fine-Tuned Features for Faster Results

Watch Recordings

Unlock practice potential at unprecedented speed with the latest IMS innovation! This time around, we automate steps in your workflow so you get the results you need in just a few clicks.


Maximize these new features under expert guidance. Join our two-day training to elevate your IMS mastery and keep your practice at its peak.

Watch Recordings

No Shortcuts, Just Better Configurations

We're all about uncompromised quality and detail—no skipping steps here. We connect databases and offer quick-access previews, so you get everything you need in one spot, no toggling through endless modules!

Enhance Collaboration with Robust Data Management

Experience effortless collaboration across teams as data seamlessly flows. Our updates refine data organization, retrieval, and transfer, guaranteeing both efficiency and HIPAA compliance.

Gear Up for Exciting Innovations!

Build 34 Training Agenda

  • Default Provider Option, Patient Master
  • External Care Providers
  • Interpreter Icon, Multiple Screen Visibility
  • Provider Availability Setup Data
  • Mandatory Document Category & Description Fields, Patient Documents
  • Barcode on Facesheet
  • A.K.A. Field Available on  All Reports
  • Patient Email, CI/CO By All Options Report
  • Active Insurance on Patient Insurance Window
  • A/R Activities, CPT Units in Detail View
  • IMS Overpaid Used Detail Report
  • Case Insurance By All Options Report
  • CPT Analysis Reports, $0.00 Charges
  • Transaction Receipts for Unsuccessful Credit Transactions
  • Contact Lens Module Changes
  • Visit Note Dashlet, Scrolling Parameter
  • Diagnostic/Lab Tracking Screen, Filter Applied
  • Lab Requisition Template Tags

  • Checkout Notification & Patient Review via Text/Email
  • IMS Care
  • Patient Vial Management Screen Improvements
  • Mixing Screen, Lock Extracts
  • Payment Option Report (POS)
  • Unthaw Eggs
  • Fertility Cycle Details, Quick Access (Embryology and Patient Review)

  • Default Provider Option, Patient Master
  • External Care Providers
  • Interpreter Icon, Multiple Screen Visibility
  • Provider Availability Setup Data
  • Mandatory Document Category & Description Fields, Patient Documents
  • Barcode on Facesheet
  • A.K.A. Field Available on  All Reports
  • Patient Email, CI/CO By All Options Report
  • Active Insurance on Patient Insurance Window
  • A/R Activities, CPT Units in Detail View
  • IMS Overpaid Used Detail Report
  • Case Insurance By All Options Report
  • CPT Analysis Reports, $0.00 Charges
  • Transaction Receipts for Unsuccessful Credit Transactions
  • Contact Lens Module Changes
  • Visit Note Dashlet, Scrolling Parameter
  • Diagnostic/Lab Tracking Screen, Filter Applied
  • Lab Requisition Template Tags

  • Checkout Notification & Patient Review via Text/Email
  • IMS Care
  • Patient Vial Management Screen Improvements
  • Mixing Screen, Lock Extracts
  • Payment Option Report (POS)
  • Unthaw Eggs
  • Fertility Cycle Details, Quick Access (Embryology and Patient Review)

Build 34 Training Highlights

UDS Reporting Portal

Enhanced Patient Vial Management Screen

Access everything you need to manage vial order, mixing, and transfer in one dynamic screen.

API Integration

Automated Patient Check-Out Notifications

Send out templated thank-you messages and a survey invitation after patient visits to improve engagement.

Modernized UI

Quick Access to Fertility Cycle Details

View complete patient fertility data directly from the visit note, eliminating the need to switch between modules.

UDS Reporting Portal

VaxCare Automation

Manage vaccination schedules, inventory, and data entry all in one screen.

Modernized UI

Improved Document Accessibility

Easily share procedural documents from IMS to an external care team.

API Integration

Swift Contact Lens 

Data Entry

Automatically populate contact lens details based on brand selection.

UDS Reporting Portal

Enhanced Patient Vial Management Screen

Access everything you need to manage vial order, mixing, and transfer in one dynamic screen.

API Integration

Automated Patient Check-Out Notifications

Send out templated thank-you messages and a survey invitation after patient visits to improve engagement.

Modernized UI

Quick Access to Fertility Cycle Details

View complete patient fertility data directly from the visit note, eliminating the need to switch between modules.

UDS Reporting Portal

VaxCare Automation

Manage vaccination schedules, inventory, and data entry all in one screen.

API Integration

Improved Document

Accessibility

Easily share procedural documents from IMS to an external care team.

Modernized UI

Swift Contact Lens Data Entry

Automatically populate contact lens details based on brand selection.

Want to watch the entire Build 34 training or download the presentations?

Watch the full recording containing all updates from Build 34 on IMS Client Connect

Step 1. Log in to Client Connect and select IMS University on the left-hand menu.

Step 2. Select the IMS Webinars tab and look for the Build 34 Training section for the recordings.

Step 3. For the slide decks, click IMS User Library and select Presentations for a drop-down list.

*Alternatively, select one of the options below to watch a recording of that session.