Recent Articles
Move Existing Encounters to a New Insurance/Self-Pay Profile
When a new Insurance or Self-Pay Profile is added, you may need to move some of the existing Encounters to the new Profile. This most often occurs when a claim is denied for not being covered, and a new Insurance Profile needs to be added and ...
Add Appointment Resource in the Billing/Rendering Library
Scheduling Resources can be added from Scheduling Setup and from the Provider Dashboard. Only Resources that are people can be added from the Billing/Rendering Provider Dashboard. If the Resource is a room, lab, or equipment, it will need to be ...
Change Log
Who Made Changes to the Patient Data and When You can view changes made to your data: displaying the user name, what was changed, and what it was changed to. The Change Log is available from: Patient Dashboard Encounter Dashboard Appointments screen ...
Add Employer/Attorney to Patient Dashboard for Direct Invoicing
The Guarantor must be correctly setup during Registration or on an existing Patient. When the Employer or Attorney is added as a Guarantor, it is also added to the Active Policies Panel. Add the Employer/Attorney as Guarantor during Patient ...
Patient Pays using an Online Bill Pay
The clinic may choose to provide their patients with the ability to pay their statements with a credit card, using a link that points to a unique URL. The System auto-creates a Reference Batch each day for these Receipts. The on-line Payments are ...