Knowledge Base Overview

Knowledge Base Overview

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    • Tags Overview

      Tags Overview The goal of Tags is to replace the need for Encounter Custom Claim Statuses which will give better access and functionality when working Charges. One of the key advantages of using Tags is that multiple tags can be attached to an ...
    • Payments, Receipts, and Escrow Overview

      Receipt vs. Payment information The System is an Encounter/Charge based Accounting System. Receipts and Payments are fundamentally different. The Receipt holds the details of the money received, who the Payer is, how much was deposited in the bank. A ...
    • Statements/Invoices Overview

      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 ...
    • POPS Overview

      POPS Overview Patient Online Payments and Scheduling (POPS) and QuickPay This is a Premium Add-on Feature. Contact Sales for more information. POPS is a Payment Portal providing full integration into the System for real-time balance viewing and ...
    • Patient Dashboard Overview

      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 ...