Holiday Closure
We will be closed on Monday, September 1, 2025 in observance of Labor Day. Please be mindful that Etactics will also be closed on this day. If you wish claim or statement batches to be processed prior to the Holiday closure, please upload all claim and statement batches no later than 1 PM Eastern Friday August 29th. Thank you!
Recent Articles
Enrollments Overview
All Enrollments must happen using this Enrollments portal. When Enrollments are completed using this portal, a CRM Ticket is created with Etactics. This is the only method for Enrollments. Resources for Completing Enrollments Use the following ...Enrollments: Waiting on Clearinghouse
Enrollments: Waiting on Clearinghouse The Waiting on Clearinghouse panel displays information on the Status of the Enrollment, number of days in this status, and the expected Due Date. After you Upload, Fax, Email, or Mail the Enrollment and the ...Receipt History
Go to Payments > Payment Dashboard > Receipt History Receipt History is where all Receipts reside, whether they are fully posted, partially posted, or not posted at all. On the Payment Dashboard, select the Receipt History link. The letter, R, can ...Payments Dashboard
Payments Dashboard Post Payment, Adjustments, and Refunds Panel Payments, Receipts, and Escrow Overview Post Payments Post Adjustments Patient Refunds Print Refund Checks Receipts with Escrow Panel List of Receipts with Escrow Expand the Escrow List ...Appointment Reminder Setup Examples
Inclement Weather Announcement Ensure that this Reminder is deactivated after normal operating hours are resumed to prevent accidental messages from being sent. See Deactivate the Reminder below for more information. Reminder Set Add an Appointment ...
Popular Articles
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 ...Accurate Demographic Conversion
One of the keys to a successful demographic data conversion is an accuracy review. Review at least 20-30 patients using the checklist below. This is a time sensitive process, so complete your review within 24 hours of conversion. You will use the ...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 ...