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    • Recent Articles

    • Reports Dashboard

      Reports Dashboard The Reports Dashboard gives access to the following Reporting Panels: Transactions Financial Patient A/R Scheduling Period End Collections POPS The Reports that contain PHI are labeled with this icon: Access to the PHI reports is ...

    • Patient Outreach Templates

      Patient Outreach Templates Patient Outreach Templates provide suggested messaging for Appointment Reminders, Recall Notifications, and Balance Notifications. These templates can be used for Email, Text, and Voice outreach and include Mappable Fields ...

    • Wind River Lane Terminal Troubleshooting

      To troubleshoot connectivity issues on your Wind River Lane Terminal device, follow the steps below to restart your device, connect your device to a network, and confirm network connection. Record observations and any unclear behavior during ...

    • Tag Workflows: Attach, Resolve, Delete

      Tags can be worked from several areas in the System. Tagged Encounters Dashboard Encounter Dashboard Patient Dashboard (Balance Panel) Note: Tags that appear on the Patient Dashboard in the Balance Panel are Encounter Tags. Encounters by Status List ...

    • On-Demand Balance Notifications

      On-Demand Balance Notifications are a Premium Add-On Feature. Contact Support or your Account Manager for more information. On-Demand Balance Notifications can be sent to a Patient or Guarantor. Use Case: A Patient calls the office and wants to pay ...

    • 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 ...