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    • Statement/Invoice FAQs

      Statement/Invoice FAQs Balance Forward on Statements/Invoices How do I show/exclude Balance Forward on Statements? How do I show/exclude Balance Forward on Invoices? Batch Why did a Statement not Batch? Statements/Invoices Troubleshooting Delete a ...
    • Provider Import Tool

      The Provider Import Tool can be used to Import: Billing/Rendering/Referring Providers Provider Credentials Provider IDs Provider Linked Facilities Use the Import button to Import the Providers into the respective Libraries, and use the Modify Import ...
    • ERA FAQs

      ERA FAQs Archived ERAs How do I Archive ERAs? Update an ERA's File Status Where do I find Archived ERAs? Status Claim Type Why does the ERA Claim Type say it is Processed as Tertiary when the Patient only has a Primary Insurance? The Claim Type comes ...
    • 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. When finished reviewing the charges and payments, the Reference Batch should be ...
    • Patient Outreach Overview

      Patient Outreach serves as a hub that provides access to Appointment Reminders, Recall Reminders, and Balance Notifications. (Scheduling > Patient Outreach button) Appointment Reminders (Premium Add-On) Set up and manage SMS, Email, and Voice ...
    • Popular Articles

    • Release Notes v 4.10

      The POPS 2.3 Release Notes can be found here. Patient Note Alert Enhancements Notes Notes and Alerts have been greatly enhanced. Category has replaced Type and Classification. New features include: Snooze-able Alerts, Effective/Expiration dates, ...
    • 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 ...
    • 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 ...