Administrator's Setup Workflow

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• Quick Start Guide

  Basic setup of the System There is initial setup that needs to be done before using your System. There are step-by-step instructions to guide you through the setup of each Library. Once you have added the basic Libraries, you will be ready for your ...

• Pre-Payment Setup

  Pre-Payment Setup This workflow is for groups who choose to leave Pre-Payments in escrow as unposted. Example: Surgical Procedure will be performed where the Patient has all or partial responsibility. The office expects a Pre-Payment before the ...

• Electronic Dental Claims Setup and Overview

  Before creating Dental Claims, some preliminary set up needs to be done. Ask Support or your Implementation Manager to activate the Internal Setting(s). Dental Setup Dental Payer On the Insurance in the Insurance Library, select Electronic/Dental for ...

• Takeback Workflow Tree

  Download the interactive workflow chart: Takeback Workflow Chart (PDF) Learn More Post the Provider Level Adjustments Takeback on a Charge Billed in Error Post a Partial Takeback Post the Interest or Penalty Future Takeback Notification on the Remit ...

• Check-In/Check-Out Workflow

  Check-in/Check-out Daily Workflow Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check-In Process On the Calendar, click the Patient's Appointment or Search for the Patient's Appointment. Verify the Patient's ...