Help Center | Home



    • Recent Articles

    • 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 ...
    • Automate Real-Time Claim Status with the Job Scheduler

      *Real Time Claim Status is a Premium Add-On Feature. Real-Time Claim Status (RTCS) allows the System to automatically check Claim Status responses on a designated schedule. This helps keep Claim Statuses up-to-date without requiring manual follow-up ...
    • Insurance Setup, Collection, and Use Videos

      These videos are supplemental and are not meant to be a replacement for formal training or documentation. Why Does Accurate Insurance Information Matter? Insurance information is not just data entry; it is the foundation of clean claims, timely ...
    • 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 ...