Related Articles
Add/Register a New Patient
A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...
Enter a New Charge (Encounter) Manually
Before entering Charges, attach to a Reference Batch. Close the Reference Batch when finished reviewing the Charges. If the Reference Batch is left open, the Charges will not batch. Accessing the Post (Add/Modify) Charge Screen Use one of the ways ...
Move Existing Encounters to a New Insurance/Self-Pay Profile
When a new Insurance or Self-Pay Profile is added, you may need to move some of the existing Encounters to the new Profile. This most often occurs when a claim is denied for not being covered, and a new Insurance Profile needs to be added and ...
Create and Post a Patient Receipt/Payment Manually
Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...
Find Patient/Guarantor/Policy Holder
Skip to end of metadata Go to start of metadata To avoid duplicates, you should always search for a patient before Registering a new Patient Patient Search Click Patient on the Left Side Menu. Enter Search Criteria. Select Include Policy ...