Recent Articles
Fee Schedule Best Practices
Default Charge Fee Schedules Always maintain a Default Fee Schedule with all Providers, Facilities, Insurances, and Plans selected (unless Fees only come from an Interface). This acts as a fallback when no specific match exists, preventing missing or ...
Upload Forms
Upload Forms After a Form has been created outside of the PM, it can be uploaded to the System. From Libraries on the Left Side Menu, select Forms in the Parent Tables panel. Select Add. Form Panel (All Forms) Form Type: Determine where this form ...
Institutional System Settings
Activate Institutional Billing A System Setting must be added for Institutional Billing. Admin > System Settings > Charges > UB04_USED = Yes Institutional System Settings Admin > System Settings > Institutional ADMDISDOS DEFAULT ADMISSION AND ...
Therapy System Settings
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 - SHOW ...
Refund or Void a Credit Card Payment
Void vs. Refund What is the difference between Voiding and Refunding Credit Card Payments? Until the Payment is settled at the bank, the Void button will be available to use. If the Payment needs to be stopped anytime after the Payment is settled at ...