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Create a Custom Query Report
Select the Custom Query Report There are five Custom Query Reports. Select the one that you want to use. Transactions Panel Custom Encounter Query (CEQ) Custome Receipt Query (CTQ) Custom Transaction Query (CTQ) Patient Panel Custom Patient Query ...Add/Modify a Reference Batch
On the Reference Batch List screen, you can add or modify a Reference Batch. Add a Reference Batch From the Reference Batch List page, select Add to create a new Reference Batch. The Batch Status defaults to Opened. Add a Description for the items to ...POPS: Full Portal
Home Account Appointments Pay Receipts Statements Home You can always return to the Home Page by selecting the Practice Name at the top left of your screen. Guarantor Name Amount Due Unapplied Funds: Money that has not been applied to an Encounter. ...Charges System Settings
Charges ACCIDENTONCASE - ENFORCE ACCIDENT IS ALWAYS ON A CASE Mandatory: Always require an Accident on new Cases, for ALL Case Types. Not Mandatory (and ---): Cases will not require an Accident on the Case. Note that it rarely makes sense to set this ...ERA is a Duplicate
ERA is a Duplicate ERA is a Duplicate At times Payers send the Clearinghouse duplicate files. These are forwarded into the System for your review. The figure below shows a message for you to confirm if this is actually a duplicate. CLICK HERE opens ...
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 ...