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• Recent Articles

• Mass Write Off for Insurances that Do Not Balance Bill the Patient

  This most frequently applies to Medicaid Products. Write-Off an Entire List From the Admin Dashboard, select Mass Write Off. Use the Filter Criteria: (You can export as PDF or CSV) Balance Type - Patient Write Off By - Patient Responsibility - After ...

• Schedule Reports using the Job Scheduler

  Reports can be scheduled to run automatically. Date Span options allow for relative options, such as, Yesterday, Current Week, Previous Month, Period End, Previous X days, weeks, months, years, etc. For Example: If the report is set up to always run ...

• Deactivate a Job in the Job Scheduler

  Deactivate a Job Admin > Job Scheduler > Highlight the Job to Deactivate Select Deactivate. Enter a Reason Select Delete. Inactive Jobs A job can be inactive for several reasons: A job has an end date that has passed. It could have reached its set ...

• Find and Merge Duplicate Patients

  Merge Patients Duplicate Patients can be merged if specific criteria are met. This is done on the Admin Dashboard and is permission controlled. From the Admin Dashboard, select the Merge Patients button. Use the Filter criteria to find duplicate ...

• Make Custom Lookup Fields Inactive

  You can make lookup fields inactive on Custom Fields to remove them from dropdown lists. Note: This will not make the Custom Field inactive. To make a Custom Field inactive, see Deactivate a Custom Field. Make a Custom Lookup Field Inactive From the ...

• Popular Articles

• Release Notes v 4.8

  Release Notes v4.8 Charge Management Rule Actions Charge Management (CM) is a very popular System feature used to flag Encounters that need to be reviewed and/or edited before Claims are submitted. A frequent request has been to add functionality to ...

• Release Notes v 4.7

  Release Notes v4.7 Fee and RVU Schedules Fee and RVU Schedules are now being stored in the Fee/RVU Management module (formerly Allowed Fee Schedules). The Charge Fee Schedule and Allowed Fee Schedule buttons no longer exist. This area will serve as a ...

• Accurate Demographic Conversion

  One of the keys to a successful demographic data conversion is an accuracy review. Review at least 20-30 patients using the checklist below. This is a time sensitive process, so complete your review within 24 hours of conversion. You will use the ...

• Modify a Charge

  The Modify Charge screen is used to change or modify an existing Charge or Incomplete Charge. It is accessed from the Encounter Dashboard. Change the Rendering Provider If the Rendering Provider is modified on the Claim level, you have the option to ...

• Keyboard Shortcuts

  The System is designed for navigation with a keyboard in combination with a mouse. The following table shows shortcuts to navigate the system using your keyboard. Shortcuts Using Your Keyboard Shortcut Description Reference Batch 'Ctrl+Home' to open ...