Recent Articles
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 ...