New Dynamsoft Version Coming Soon
If you are utilizing iDology, you will be prompted to download and install the newest version of the Dynamsoft scanning driver in the coming weeks. Please note that once you are prompted, you will not be able to use the scanning features until the new driver has been installed.
Recent Articles
Keep Active, Deactivate, and Reactivate User IDs
As a security measure, a User who has not logged in for 30 days will be unable to log in until their User ID has been reactivated. Activation, Reactivation, and Deactivation can be done from the alert on the Home Dashboard and from User Maintenance. ...
User Account Lock and Login Notifications
A User will receive an email if: A User has too many unsuccessful login attempts, which will lock the User's account; The User is logging in on a computer that you have not used to log into the System previously; or The User has not logged into the ...
Two-Factor Authentication
Two-Factor Authentication is available to increase login security. When activated, Users are asked to provide additional validation via a code delivered through SMS (text message) or Email. Anyone who has been designated with the Site Admin Security ...
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 ...
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 ...