Recent Articles
Release Notes v 4.11
Release Notes v4.11 Convert "CPT" to "Procedure" All "CPT" labels in the System have been converted to "Procedure". This change only affects the display labels and does not alter underlying data or workflows. Collections Management Pre-Collections / ...
Appointment/Recall Reminder Sets
This is a Premium Add-On feature. Contact your Account Manager for more information. Before creating the Appointment Reminder Set or a Recall Set, create the basic Reminder Texts, Emails, and/or Voice Message Templates. Automate Appointment and ...
Patient Documents Panel/Scanning
Patient Documents Panel The Patient Documents Panel shows all documents that have been uploaded or scanned (such as Insurance cards and driver's licenses). Patient Documents Link Select the Patient Documents link to open a list of scanned on the ...
Add a Procedure to a Case/Authorization (4.11 Only)
These instructions are for 4.11 only. See Add a CPT® to a Case for 4.10 instructions. Overview A limitation can be set on the Authorization for specific Procedure Codes, including an authorized Unit limit for each code. Multiple Procedure/Unit ...
Fee/RVU Management
Add Charge Fee, Allowed Fee, and RVU Schedules If the Items Number is 0, there is a problem with the file that was uploaded. Reference the File Formatting Guidelines to ensure a successful upload. The Procedure Code must exist in the Procedure Code ...