Related Articles
Add/Process a Credit Card Payment
Add/Process a Credit Card Payment A Receipt can be created for a Patient or an Insurance Credit Card Payment. You must have merchant (credit card) service integration in place for this feature to be available. If you are not using one of the System ...
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 ...
Auto-Post Multiple Refunds/Print Refund Checks in Credit Management
Contact Support to activate the Refund Check Printing functionality. Refund Checks can be printed from Credit Management. It is recommended that you Post Refunds from Credit Management as part of your daily/weekly workflow and Print Refund Checks as ...
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 ...