Welcome to your new Database! Let's get started with your setup! The workflow below will guide you through the setup steps in the most efficient manner.

Getting Started

• Getting Started Overview

• Standard Operating Procedures and Best Practices

• Quick Start Guide

• Keys to Successful Implementation

• Preparation for Training

Enrollments

• Enrollments Overview

• Enrollment Check List

• Enrollments: Create Enrollments Panel

• Enrollments: Waiting on Practice Panel

• Enrollments: Waiting on Payer Panel

• Enrollments: Closed Panel

Support Policies/Tickets

• CPT® Notice and Disclaimer

• Support Policies

• Open a Support Ticket

• Find/Edit an Existing Support Ticket

• Support Ticket Portal FAQs

Security/User Maintenance

• Security Overview
• Add or Modify a User
• Keep Active, Deactivate, and Reactivate User IDs
• Login Security
• User Account Lock, Failed Login, and Login Notifications
• Two-Factor Authentication
• Password Reset
• Patient Access by User/Resource
• Managing Security Roles
• Managing User Permissions

Libraries

• Pay To/Billing Locations

• Add/Modify Service Facilities

• CLIA Number

• Billing/Rendering Providers

• Change a Provider's Status

• Hold Billing for Provider Credentialing

• Add Appointment Resource in the Billing/Rendering Library

• Insurance Library Overview

• Add/Modify Insurances in the Insurance Library

• Add/Edit Alternate Insurance Addresses

• Add a Workers Compensation to Insurance Library

• Master Insurance Library

• Referring Providers/PCP: Add or Modify 

• Transaction Codes: Add/Modify/Delete

• Procedure Code (CPT ®): Add/Modify

• NDC Numbers (National Drug Code): Add 

• Global Days

• Fee/RVU Management
  

General Navigation

• Show Me How/Help Topics/Smart Tips

• Customize User Profile

• Data Entry Tips

• General Navigation Overview

• Hide or Collapse the Left Side Menu

Dashboard Navigation

• Dashboard Navigation Overview

• Dashboard Controls

• Home Dashboard

• Patient Dashboard

• Encounter Dashboard

• Charges Dashboard

• Change Log

Charges

• Charge Management Rules

Statements

• Statement Profile Setup

Admin

• System Settings
• Job Scheduler