Knowledge Base Overview

Knowledge Base Overview

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    • Dashboard Overview

      Left Side Menu The Left Side Menu contains links to: The Dashboards in the System The Navigation (Go-Box) The Help Center The Tasks Menu Show Me How Navigation (Go-Cut) Box The Navigation Box allows you to quickly navigate between screens in the ...
    • ERA Posting Overview

      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 ...
    • 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 ...
    • 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 Encounter. Access to ...
    • 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 ...