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Custom Fields Overview
Custom Fields can be added to any data entry screen to track specific data, such as how a patient heard about your practice. These fields provide the flexibility to capture unique or specialized information that is important to your specific workflow ...
Appointment Reminder Overview
This is a Premium Add-On Feature. Contact Support or your Account Manager for more information. Appointment Reminders are configured in Patient Outreach and are designed to reduce no-shows by automatically reminding Patients of upcoming Appointments. ...
Encounters by Status Report
Encounters by Status Report The Encounters by Status Report is useful for seeing the Status Encounters are in currently and historically with a breakdown of Statuses at the end. The report will return a maximum of 100,000 Encounters. If your result ...
Link and Unlink Appointment Types and Facilities to Resources
Link Appointment Types to Resources From the Scheduling Dashboard, select Scheduling Setup. Select the Resources tab. In the Appointment Type column, select the number link. Select the Link button. (Already linked appointments are listed.) Choose the ...
Payment Plans
If you are using one of our integrated Merchant Service vendors for credit card processing, Patient Payment Plans can be set up in the System. Payment Plans can be added from the Patient Dashboard, Payments Dashboard, Receipt Dashboard, or Guarantor ...

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 ...
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 ...
Notify the Insurance when Attaching or Sending Paperwork
You may send this with the first claim or you may resubmit the claim with this option. Indicate on the electronic claim that an attachment is being sent, such as an Operative Note via fax, email, or mail. Encounter Dashboard Charge Panel From the ...

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