Recent Articles
Access Your PM Invoices/Setup ACH Payment
Only Users designated as Site Admins can view the Billing Invoices. This Permission can be removed from the Site Admin. Access Your Invoices Go to the Admin Dashboard. Select Invoices. Select View to see a specific Invoice. The PDF of the Invoice can ...
Add POPS QuickPay Link to Email/Text Notification Templates
POPS Quickpay Links can be embedded into a text or email Balance Notification. Notification Templates can be managed in Statement Profiles. Admin > Statement Profiles Add a POPS Quickpay Link to an Email Template From Admin on the Left Side Menu, ...
Glossary of Terms
835 File Also referred to as: Electronic Remittance Advice (ERA) The 835 is the electronic transaction that provides Claim Payment information, which is used to auto-post Claim Payments. Aging Bucket An Aging Bucket groups unpaid balances by how long ...
Encounter Policy Breakdown Panel
Access to Add/Modify Insurance Policy is controlled by User Permissions. Policy Breakdown Panel Links (Encounter Specific) Insurance Management: Add a new Insurance Profile or make a change to an existing Insurance Profile. Claim History: View Claim ...
Encounter Dashboard Overview
Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter Dashboard by selecting the ...