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Payments System Settings
ADJBALEXCL - EXCLUDE CODES FROM ADJUDICATION BALANCED CALCULATION A calculation is performed when manually posting payments to confirm that the payment is balanced. The "does it balance" calculation is: Charge-Allowed-Adjustments=0 If the result is ...
Apply a Self-Pay Discount
Apply a Self-Pay Discount automatically using the Statement Profile You have the ability to apply a Self-Pay percentage discount using the Statement Profile to define how you want it to work. Self-Pay Transaction Code Transaction code, SPD (Self-Pay ...
Balance Notifications Setup
All setup for Balance Notifications is done in Statement Profiles using the Notifications panel. When Statement Balance Notifications have been activated (Premium Add-On), the Notifications Panel is added to the Statement Profile screen, and a ...
Therapy System Settings
Therapy Therapy settings are only visible if the database has been configured for Therapy Billing. ACTIONBUTTONCOLOR - COLOR USED FOR DASHBOARD ACTION BUTTONS Choose the color of the Action button on the Student and Group Dashboards. ALLOWCOSIGNALL - ...
Invoice Profile Setup
In addition to Statement Profiles, a separate Profile is required for Invoices. Invoice System Settings These are some of the most important System Settings for Invoices. There may be others that you want to include as well. Admin > System Settings ...

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 ...
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 ...
General Navigation Overview
Primary Menus This section gives an overview of navigating the System. First time users should use this section in coordination with their training. New Employees can use these topics to familiarize themselves with the System. Getting a good ...

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