Recent Articles
Statements/Invoices Troubleshooting
Troubleshoot Statements/Invoices Check the Statement Batch Status Created: The Batch has been created, but not uploaded. Uploading: The Batch is in the process of Uploading to the Statement Department. Accepted: The Statement was received by the ...
Link and Unlink Appointment Types and Facilities to Resources
Link Appointment Types to Resources From the Scheduling Dashboard, select Scheduling Setup. Select the Resources tab. In the Appointment Type column, select the number link. Select the Link button. (Already linked appointments are listed.) Choose the ...
Find Claims/Encounters Billed on Monthly PM Invoice
Per Claim Use the Encounter by Status Report to balance the number of Claims submitted with the invoiced number of Claims. Use the following Filter values to find the Claims on your PM Invoice: Date Type: Moved to Status Date Span: Previous Month If ...
Encounter Balance Panel
The Encounter Balance panel shows a high-level breakdown of the Encounter balance by Insurance, Patient, and Collections. Balance Panel links: Cases, Receipts, ERAs, Post Payment, Post Copay, Post Adjustment, Mass Write Off, Post Refund, and Payment ...
Insurance Profiles Overview
Insurance Profile An Insurance Profile represents all responsible parties in the order they are used. Each Profile contains all the Insurances the patient has at that time. Primary Secondary Tertiary Self Pay Profile The Self Pay Profile represents ...