Let's Get Started

Let's Get Started

  1. Preparation for Training

    • Related Articles

    • Getting Started Overview

      Before you can start using your System, there is some initial setup that needs to be completed. All offices are busy which makes it important to do in-office training with your staff so that they will be ready for Go-Live day. There is no substitute ...
    • User FAQs

      What if I get a message there was a failed attempt to log into the System, but it wasn't me? Answer: Change your password immediately. How do I change Dashboard colors? How do I get permission to do mass write-offs? Why is the red line on the ...
    • Administrator's Setup Workflow

      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 ...
    • Quick Start Guide

      Basic setup of the System There is initial setup that needs to be done before using your System. There are step-by-step instructions to guide you through the setup of each Library. Once you have added the basic Libraries, you will be ready for your ...
    • 5010 ANSI Loops

      Loop Loop Description System-Related Information 1000A PER SUBMITTER EDI CONTACT INFORMATION 2 R This information does not get submitted on the 5010. 1000B NM1 RECEIVER NAME 1 R 2000A HL BILLING PROVIDER HIERARCHICAL LEVEL 1 R 2000A PRV BILLING ...