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Add/Modify/Delete Transaction Codes
Add/Modify/Delete Transaction Codes There are System delivered Transaction Codes for Payments, Adjustments, Write-Offs, Transfers, and Collections, but Custom Transaction Codes can be added by the User. (Permissions controlled) Add Custom Transaction ...Find Receipts with Escrow
Working Escrow (unallocated funds) is a crucial step in managing Patient A/R. You can find Receipts with Escrow in from multiple places in the System: Receipt Management Report Payment Dashboard Receipt History Use the Receipt Management Report ...POPS: Mirror the Patient Experience
Mirror the Patient Experience POPS is a service used for the improved delivery and management of Patient Balances. The POPS Patient Portal can be used by the Patient to make Patient Payments and view Balances and Statement History. You can mirror the ...Keys to Successful Implementation
Keys to Successful Implementation Keys to Successful Implementation The more prepared your staff is on the System, the smoother your Go-Live day will be. Clinic Go-Live Checklist Admin Go-Live Checklist Dedicate Time Create an environment that is ...POPS QuickPay
Use QuickPay to make a Patient Payment without the detail of the Full POPS Portal. To mirror the POPS Patient Experience, access QuickPay by using the POPS link in the Balance panel on the Patient Dashboard. QuickPay can be accessed by the Patient ...
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 ...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 ...General Navigation Overview
Primary Menus This section gives an overview of navigating the System. First time users should use this section in coordination with their training. New Employees can use these topics to familiarize themselves with the System. Getting a good ...