Related Articles
Add a Case and Authorization/Referral
User Permissions to access Cases Case Panel Type: Choose from the dropdown or add your own by choosing Manage (See below for adding Case Types). Used for Reporting purposes. Description: Enter a meaningful naming convention for the description, such ...
Cases and Authorization Overview
Overview User Permissions for access to Cases and Authorizations Cases hold information to use for a patient's episode of care, generally for multiple Encounters and Appointments. Common uses include Authorizations, Workers Compensation, ...
Cases for PCP Authorization
Create a New Case Type: Choose from the dropdown or choose Manage to create you own. Description: Type the description of the new Case. Example: PCD REFERRAL LSF (Type of Referral plus Assigned Provider ID) Insurance Profile: Choose the applicable ...
Charge Summary Report
Charge Summary Overview The Charge Summary Report is found on the Reports Dashboard. Use Filters and Reporting Groups to determine the information that appears on the Report. Use the Save Report Filters to retain the same filters for running later. ...
Daily Charges Report
The Daily Charges Report is a detailed breakdown of each Patient's Charges for a day or a date range. This report can be run at the end of the day to capture your Charges, or it can be run for a different period to report Charges and Payments for the ...