The Guarantor Dashboard is accessed from the Guarantor Panel on the Patient Dashboard or from the Find Patient/Guarantor screen. The Guarantor is the person who is responsible for Payment, and the person who will receive the Statement. Guarantor ...
ERA Access on the Payment Dashboard All Loaded ERAs are viewable from the Payment Dashboard in the Electronic Remittance Advice - Loaded panel. From this screen, you can navigate to the ERA File Dashboard or the ERA Remit Items screen by selecting ...
Patient Dashboard Select the Patients link on the Left Side Menu to navigate to the Find Patient/Guarantor screen. Use the Patient Lookup Filter Criteria to find a patient. Select the Patient ID to navigate to the Patient Dashboard. Register a new ...
Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...
Encounter Notes Panel Encounter Notes can be added on the Encounter Dashboard in the Notes Panel. Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the ...