Payment Posters New Employee Training
Welcome, New User!
This Payment Posters Users' page will guide you to Articles that will help you navigate and get started in the System, specifically focusing on Payment Posting. Select the links in the order that they are listed for a comprehensive Training Guide that will take you step-by-step through the System with your workflow in mind.
Payments and Receipts
Post an Insurance Payment Manually
Post Insurance Payments by ERA
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Related Articles
Front Desk User New Employee Training
Welcome, New User! This Front Desk Users' page will guide you to Articles that will help you navigate and get started in the System. Select the links in the order that they are listed for a comprehensive Training Guide that will take you step-by-step ...
New Employee Training for Billers
Welcome, New Biller! This Billing Users' documentation will guide you to Articles that will help you navigate the System in order to bill and send claims. Select the links in the order they are listed for a comprehensive step-by-step Training Guide ...
Post a Pre-Payment
This workflow is for groups who choose not to leave Receipts in Escrow for prepaid services. This process works well for paying providers before services are rendered. Create an Incomplete Charge On the Post Charge screen, select Self-Pay from the ...
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 ...
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) ...