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Find and Merge Duplicate Patients
Merge Patients Duplicate Patients can be merged if specific criteria are met. This is done on the Admin Dashboard and is permission controlled. From the Admin Dashboard, select the Merge Patients button. Use the Filter criteria to find duplicate ...Make Custom Lookup Fields Inactive
You can make lookup fields inactive on Custom Fields to remove them from dropdown lists. Note: This will not make the Custom Field inactive. To make a Custom Field inactive, see Deactivate a Custom Field. Make a Custom Lookup Field Inactive From the ...Batch Claims using the Job Scheduler
Batch Claims using the Job Scheduler The Batch Claims Job is recommended after a clinic has manually uploaded several claims batches. This allows you to understand working clearinghouse and payer rejections and manually uploading claims. Create a Job ...Job Scheduler Overview
Access the Job Scheduler Select Admin on the Left Side Menu. Select the Job Scheduler Button in the Setup panel. Basic Structure of the Job Scheduler The Job Scheduler is used to run scheduled tasks and reports. For example: A job created for Batch ...Add or Modify a User
A Site Administrator is the only one authorized to create and edit Users. User Maintenance From Admin on the Left Side Menu, select User Maintenance. Search for existing Users by using the Filter Criteria. You will be prompted to enter your password ...
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 ...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 ...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 ...