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Query by Form
Query by Form (QBF) This is a key report for Visit/Encounter Level information. It includes the Insurance Payments and Adjustments and Patient Payments posted on the original Charge. All transactions are reported under the PRIMARY insurance that was ...
Patient Appointment Panel on the Patient Dashboard
Patient Appointment Panel The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). Once the Panel is expanded, the Appointments are listed in ...
Appointment Update Reminders
This feature is only available with Release 4.10 (Coming Soon) Appointment Update Reminders can only be sent if Appointment Reminders are enabled in the Database. Appointment Reminders are an Add-On Product. Contact Support or your Account Manager ...
Two-Factor Authentication
As of Release 4.10, Two-Factor Authentication is required to increase login security. Users are asked to provide additional validation via a code delivered through SMS (text message) or Email. Site Admins are required to authenticate by using the ...
List of Mappable Fields
View as a searchable .xlsx file here: Complete List of Mappable Fields (.xlsx) View as a searchable PDF file here: Complete List of Mappable Fields (PDF)

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 ...
Payer Rejections Overview
Payer Rejections When a Claim is submitted electronically, the information on the individual Claim is matched with the information the Payer has on file. If the information is not in alignment with the Payer Information, the Claim is rejected and not ...
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 ...

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