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Add or Modify Insurances in the Insurance Library
Add/Modify Insurances in the Insurance Library When adding Payers to the Insurance Library, the System automatically creates numeric Insurance IDs unless you have elected to create your own. Create Your Own Insurance IDs Go to Admin > System Settings ...Reporting FAQs
Reporting FAQs A/R (Account Receivables) How do I work my A/R? Contains vs Includes What is the difference between Contains and Includes when Filtering? Contains: Looks at any part of the value. Example: A Patient has the last name Shoemaker. The ...Process an Insurance Virtual Card Payment
Posting an ERA Virtual Credit Card Payment In order to receive the funds, the information must be processed with a Credit Card Processor. There are multiple ways the Virtual Card can be processed depending on the order that the ERAs and Virtual ...Use Authorization without an Authorization Number
If a Case does not need an Authorization Number or the Authorization is Pending, the Authorization number can be left blank with a note of explanation. A Pending link will be created on the Case Dashboard. On the Case screen, select the Add ...Executive Summary Calculations
Executive Summary Calculations The Executive Summary Report provides Monthly totals incorporating key revenue cycle KPI components, broken down for each month over a 12 month reporting period. Net Payments: The Dollars Posted for the selected time ...
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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 ...