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Appointment Reminder Voice Templates
Scheduling > Patient Outreach Select the Appointment Reminders or Recalls tab. Select Message Templates. Select Add. To edit an existing template, select the Modify icon. Enter a description. In the Type dropdown, select Text, Email, or Voice. Select ...Add/Register a New Patient
A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...Add/Modify a Procedure Code (CPT)
CPT® Codes (Current Procedural Terminology) is a uniform medical language that defines the Procedures or Services performed by a qualified healthcare professional. They are referred to in the System as CPT or Procedure Codes. Adding fees directly to ...Patient Copay/Account Payment from Appointment
The payment could be a Copay only or a combination of a Copay and Payment on Account. Patient Copay entered on the Appointment Screen Select the Appointment from the Calendar. On the Appointment screen, select the Copay link. If a Copay amount is ...Fee/RVU Management
Add Charge Fee, Allowed Fee, and RVU Schedules If the Items Number is 0, there is a problem with the file that was uploaded. Reference the File Formatting Guidelines to ensure a successful upload. All Charge Fee, Allowed Fee, and RVU Schedules are ...
Popular Articles
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 ...Open, Close, Attach, Detach, and Archive a Reference Batch
You may not be able to see all Reference Batches depending on the User's Permissions. A Reference Batch remains OPENED until you change the Status button to CLOSED. The Chain Symbol highlighted in green indicates that you are attached to this Batch. ...Modify a Charge
Modify a Charge The Modify Charge screen is used to change or edit 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 ...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 ...