Recent Articles
Add/Modify/Delete Transaction Codes
The System delivers pre-defined Transaction Codes for Payments, Adjustments, Write-Offs, Transfers, and Collections, which cannot be changed by the User. You are not limited to the pre-defined Transaction Codes. System delivered Codes in the ...
Payment Plan Rules
Depending on your permissions, you may not be able to add or modify a Payment Plan Rule or change the amount on the Payment Plan. Release 4.10 Coming Soon The Rule button is located on the Payment Plan screen. Set up Rules to govern the maximum ...
Message Templates for Appointment Reminders and Recalls
This is a Premium Add-On feature. Contact your Account Manager for more information. Message Templates for Appointment Reminders, Recall, and Statement Balance Notifications are built in the Patient Outreach module. Patient Outreach is located in the ...
Add or Modify a User
A Site Administrator is the only one authorized to create and modify Users. User Maintenance From Admin on the Left Side Menu, select User Maintenance. Search for existing Users by using the Filter Criteria. You will be prompted to enter your ...
Apply ERAs Using the Job Scheduler
Apply ERAs Using the Job Scheduler Apply ERAs Using the Job Scheduler Using the Job Scheduler provides the option to auto-apply ERAs using a set of Criteria. Mutliple Jobs can be created to meet your needs. The Job Criteria determines how the ERA is ...