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Release Notes v4.9
Release Notes v4.9 Create New Site Admins in User Maintenance (Admin > User Maintenance) Site Admins can now create/deactivate Site Admins in User Maintenance. Learn More: User Maintenance; Create a Site Admin in User Maintenance Process Virtual ...Message Templates for Appointment Reminders, Response, and Recall
This is a Premium Add-On feature. Contact your Account Manager for more information. Message Templates for Appointment Reminders, Recall, and Statement Balance Notifications are built in the Patient Outreach module. Patient Outreach is located in the ...Add Appointment/Recall Reminder Sets
This is a Premium Add-On feature. Contact your Account Manager for more information. Before creating the Appointment Reminder Set, create the basic Reminder texts, emails, and/or voice message templates. Appointment and Recall Reminders can be sent ...Add or Deactivate a Site Admin
An existing Site Admin can create a new Site Admin. Site Admins can be added in User Maintenance by creating a new User or by updating an existing User. For more information regarding Site Admin requirements, see Support Policies. Add a Site Admin in ...HL7 Message: Encounter
The HL7 Message on the Encounter Dashboard is the electronic version of your charges created in the PM System from your Clinical Documentation. Your Incomplete Charges are created from this information. Learn More Encounter Dashboard Overview
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 ...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 ...Modify a Charge
The Modify Charge screen is used to change or modify 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 the option to ...