Patient Responsibility Overview
- Patient Not Responsible for a Specific Insurance
- Patient Not Responsible on the Patient / Encounter Level
- Patient Responsibility Estimator (PRE)
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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 ...
Aging by Patient Report
Aging by Patient Report The Aging by Patient Report can be used for outstanding Patient/Insurance balances, Patient/Insurance credits, and Escrow. This is similar to the Unresolved Claims Report and Interactive Aging. Patient Escrow is highlighted in ...
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 ...
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 ...
Patient Refunds
Patient Refunds The following steps show the process of refunding Patient Credit Balances. If any part of the money is currently in escrow it needs to be posted in full before proceeding. A Patient credit balance is necessary to post a Patient ...