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Institutional Billing (UB04)
Institutional Billing (UB04) To access the option to create UB claims, you must choose Yes for Institutional Claims in System Settings. See Setup for UB04/Institutional Claims. Institutional (UB) Charge Entry On the Post Charge screen > Claim Type> ...
Home Dashboard
Home Dashboard The Home Dashboard is the default home page for your System. Customize your Home Dashboard The Home Dashboard is customizable by pinning the panels from other Dashboards to the Home Dashboard using the Pushpin icon. You can pin ...
Invoice System Settings
Activate Invoices A System Setting must be added to use Invoices. Admin > System Settings > General > Invoice INVOICE - ACTIVATE INVOICE BILLING Set to Yes if sending Invoices instead of, or in addition to Statements. This will activate all Invoicing ...
Patient List by Insurance
Run a Patient List by a Specific Insurance Custom Encounter Query (CEQ) The criteria below produces a list of all active Patients with Medicare as their Primary Insurance. Policy - Insurance 1: EQUALS Medicare Policy - Insurance 1 - Inactive: DOES ...
Workers Comp FAQs
Workers Comp FAQs Where do I enter the Accident Date?

Popular Articles
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 ...
Open, Close, Attach, Detach, and Archive a Reference Batch
You may not be able to see all Reference Batches depending on the User's Permissions. A Reference Batch remains OPENED until you change the Status button to CLOSED. The Chain Symbol highlighted in green indicates that you are attached to this Batch. ...
Modify a Charge
Modify a Charge The Modify Charge screen is used to change or edit 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 ...
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 ...

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