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Access Your PM Invoices/Setup ACH Payment
Only Users designated as Site Admins can view the Billing Invoices. This Permission can be removed from the Site Admin. Access Your Invoices Go to the Admin Dashboard. Select Invoices. Select View to see a specific Invoice. The PDF of the Invoice can ...Add POPS QuickPay Link to Email/Text Notification Templates
POPS Quickpay Links can be embedded into a text or email Balance Notification. Notification Templates can be managed in Statement Profiles. Admin > Statement Profiles Add a POPS Quickpay Link to an Email Template From Admin on the Left Side Menu, ...Glossary of Terms
835 File Also referred to as: Electronic Remittance Advice (ERA) The 835 is the electronic transaction that provides Claim Payment information, which is used to auto-post Claim Payments. Aging Bucket An Aging Bucket groups unpaid balances by how long ...Encounter Policy Breakdown Panel
Access to Add/Modify Insurance Policy is controlled by User Permissions. Policy Breakdown Panel Links (Encounter Specific) Insurance Management: Add a new Insurance Profile or make a change to an existing Insurance Profile. Claim History: View Claim ...Encounter Dashboard Overview
Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter Dashboard by selecting the ...
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 ...