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Billing/Rendering and Referring Providers Import Tool
Billing/Rendering and Referring Providers Import Tool Providers can be imported into the Referring Provider Library and the Billing/Rendering Provider Library. Use the Modify Import Profiles button to create a Profile. Use the Import button to Import ...
Patient Note Panel
Patient Note Panel Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard. Contact Log: Use the ...
Mass Write Off Link on the Encounter/Patient Dashboard
Mass Write Off Link on the Encounter/Patient Dashboard Use the Mass Write Off link in the Balance panel on the Encounter or Patient Dashboard. Otherwise, the process is the same as Admin Mass Write Off. Encounter Dashboard Mass Write Off On the ...
Rescheduling an Appointment
Reasons Why You Cannot See the Reschedule Queue The Reschedule Queue only displays if there is at least one Patient in the Queue. The Reschedule Feature has been disabled in System Settings. (Admin > System Settings > Scheduling > ...
Charge Management Rule Examples
Alert for Provider Credentialing There is a System delivered Charge Management Rule to display a Validation Warning for Providers who are not yet Credentialed with a Specific Insurance. Use this link for more detailed documentation: Hold Billing for ...

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 ...

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