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Invoice Refunds
Post an Encounter Invoice Refund See Credit Memo to correct an Invoice that was billed incorrectly. To post a Refund for the full Payment Amount on an Encounter on an Invoice: From Payments on the Left Side Menu, select the Post Refund button. Refund ...SFTP Settings
If you are hosting the SFTP, contact Support and request the Security Rule be added. If you cannot host the SFTP, contact Support to have an SFTP hosted for a monthly fee. An SFTP allows files to be sent into and out of the PM System. SFTP Settings ...Message Templates for Appointment Reminders, Response, and Recall Tabular
This is a Premium Add-On Feature: Contact your Account Manager for more information. Message Templates for Appointment Reminders and Recall Reminders are created in the Patient Outreach Hub. Patient Outreach is located in the Setup Panel on the ...Create an Invoice Receipt and Post Invoice Payments
Create an Invoice Receipt and Post Invoice Payments If you intend to use Invoices or Post Invoice Payments, you must add the System Setting: Admin > System Settings > General > INVOICE = Yes. Even if you do not send Invoices, the System Setting must ...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 ...
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 ...