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Send an Employer to Collections
To send an Employer to Collections, Employer Collections must be activated. Ask Support or your Implementation Manager to activate this feature. Add an Employer to Pre-Collections Before an Employer can be sent to Collections, it must first be added ...Send Encounters to Pre-Collections/Collections
Make a Pre-Collections List Before you Make a new list, make sure that all Set Actions have been applied. If you make a new list and select clear the current list, you will delete all Set Actions that have not been applied. The purpose of a new list ...Add/Register a New Patient
A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...Add an Appointment
Add an Appointment Prevent Creation of Simultaneous Appointments in the Same Slot To prevent Users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the ...Copay and Payment on Account Balance
Copay and Payment on Account Balance Enter Copay from the Appointment Dashboard On the Patient's Appointment, select Enter Payment. In the Check, Cash, or Card fields enter the full amount received. In the Copay field, enter only the Copay amount. If ...
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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 ...Open, Close, Attach, Detach, and Archive a Reference Batch
You may not be able to see all Reference Batches depending on the User's Permissions. A Reference Batch remains OPENED until you change the Status button to CLOSED. The Chain Symbol highlighted in green indicates that you are attached to this Batch. ...Modify a Charge
Modify a Charge The Modify Charge screen is used to change or edit an existing Charge or Incomplete Charge. It is accessed from the Encounter Dashboard. Change the Rendering Provider If the Rendering Provider is modified on the Claim level, you have ...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 ...