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Statement Samples
Statement Samples 10/21/25 You can select from the following Statement examples to use for your Statements. The Statement Logo and the background color on the Title Row can be customized. Use the Statement System Settings to define the content of ...
Charge Management Action Examples
Add a Legacy ID in HCFA Box 33b for a Secondary Payer Scenario: BCBSTX is Primary and MagnaCare is Secondary. MagnaCare wants a Legacy ID in Box 33b on the HCFA (Paper Claim), but the Primary, BCBSTX, does not require this. Details Enter Description. ...
Balance Transfer
Overview By default, the Encounter balance auto-transfers to the next responsible party during Insurance Payment posting unless otherwise designated by the User. If the balance is not in the correct responsibility, it can be moved manually. Example: ...
Validation Errors for Cases
Insurance Profile The Insurance Profile on the Case (XXX) does not match the Insurance Profile on the Charge. You will not be able to save the screen unless: You change the Insurance on the Add/Modify Charge screen or on the Case; Use a Tag as an ...
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 ...

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 ...
Payer Rejections Overview
Payer Rejections When a Claim is submitted electronically, the information on the individual Claim is matched with the information the Payer has on file. If the information is not in alignment with the Payer Information, the Claim is rejected and not ...
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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