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    • Recent Articles

    • 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 ...

    • Cash Flow Report

      The Cash Flow "waterfall" Report is a valuable tool to visualize how money flows through the Practice. It is a simple report to run and offers detail about the practice's financial health. It contains KPIs of Gross and Net Collections and exposes ...

    • Prepare Your Computers

      Since the System is cloud based, there are no special requirements. Recommendations Save the URL of the login page as a favorite for every user. Make sure that you use a recommended browser. Chrome is the preferred browser. We also support Internet ...

    • Minerva (AI Chatbot)

      Minerva Overview Minerva is an AI-powered chat bot that helps you quickly get answers from the Knowledge Base. Instead of manually searching through articles, you can enter a question and receive a summarized response generated from existing ...

    • Period Close: Purpose and Logic

      Closing a Period prevents the Post Dates in the Closed Period from being used for new Transactions, ensuring that the Closed Period figures will never change. Reasons for Closing at the End of Each Month Month-end Closing is important for multiple ...

    • 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 ...