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Add or Modify Referring Providers/PCP
One Library is used for the Referring Provider and PCP. System Settings for Referring Provider Access System Settings: Admin > System Settings Auto-populate the Referring Provider on the Claim In the System Setting Charges section > REFPROVIDER YES: ...Refund or Void a Credit Card Payment
Refund or Void a Credit Card Payment What is the difference between Voiding and Refunding Credit Card Payments? If the Payment is stopped the same day that the Receipt was created and processed, the Void button will be available to use. If the ...Claims Management Dashboard
Claims Management Dashboard Claims Management Dashboard Overview Claims can be manually batched and uploaded at any time, or the Job Scheduler can be used to automate the Claims batching and upload process at a pre-set day and time. Close the ...Link Form to Appointment Types/Resources
The Form must be linked to an Appointment Type and/or Resource for batch printing to be available on the Scheduling Dashboard. Link the Appointment Types to a Superbill (Encounter Form, Fee Ticket) In Scheduling Setup, choose the Types tab. Add a new ...Billing/Rendering and Referring Providers Import Tool
Billing/Rendering and Referring Providers Import Tool Providers can be imported into the Referring Provider Library and the Billing/Rendering Provider Library. Use the Modify Import Profiles button to create a Profile. Use the Import button to Import ...
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 ...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 ...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 ...