Libraries Dashboard

Libraries Dashboard

Your permissions determine which Libraries you can see.


Go to Libraries Setup​ for documentation.
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    • Dashboard Overview

      Left Side Menu The Left Side Menu contains links to: The Dashboards in the System The Navigation (Go-Box) The Help Center The Tasks Menu Show Me How Navigation (Go-Cut) Box The Navigation Box allows you to quickly navigate between screens in the ...
    • Employer/Attorney Dashboard

      Employer/Attorney Dashboard Libraries > Employers/Attorneys > Select the ID Employer/Attorney Panel Select the Modify link to Modify the Employer/Attorney information. Select the Receipts link to view the Receipts that are attached to this ...
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      Employer/Attorney Ledger The Employer/Attorney Ledger can be used to provide more information than is on the Invoice. (Libraries > Employer/Attorney Library > ID) Select the Ledger link at the top of the Employer/Attorney Dashboard. Employer/TPA: The ...
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      You may not want to see Transactions, such as Insurance Balance Transfer In and Out or Patient Balance Transfer In and Out on the Encounter Dashboard. If you prevent the Transaction from appearing, you can still choose to view them on the Encounter ...
    • Encounter Dashboard Overview

      Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter Dashboard by selecting the ...