Practice Enrollments Panel

Practice Enrollments Panel

This Panel is specifically designed for clients that have access to more than one Database, such as Billing Companies.
  • This panel allows the User to check across all their Databases to check for Enrollments that need their attention.
  • The Practice Enrollments Panel can be seen on all Databases, except the Master Database.
  • Access to the Practice Enrollments panel is controlled by User Permissions.

All Databases that have active Enrollments can be seen in this Panel.

  1. Select the Refresh button to populate the panel.
  • A Summary line will display.
  1. To display all Databases with active Enrollments, select the Plus icon.
  2. Each Practice with active Enrollments will be listed with the status of the Enrollments by status category and the number of Unread Messages.
  • These are not interactive.
  1. To make changes, go to the specific Database by selecting the Database number.
  • This opens a new tab and can be closed without closing your original screen.



    • Related Articles

    • Billing Companies: New Client Onboarding

      Billing Company Terms and Concepts Master Database: Master Databases house Libraries to be shared across Databases. Master Insurance Library Go-Live: The date that the new System will begin to be used for billing. If this date changes significantly, ...

    • Enrollments: Create Enrollments Panel

      Create Enrollments Panel Home Dashboard > Actions Panel > Enrollments button > Create Enrollments Panel Enrollment Templates Begin the Enrollment process by creating your Enrollment Templates. Enrollment Templates are used to auto-fill the Forms. If ...

    • Waiting on Practice Panel

      Enrollments: Waiting on Practice Panel The Enrollment Waiting on Practice Panel shows the Enrollments that are waiting on Action from the Practice. Ticket Number: Each Enrollment is assigned a Ticket Number. Ticket Title: Payer, Tax ID and Payer ID. ...

    • Billing Resources

      While we provide many resources for the best use of the System, sometimes groups need basic training on medical billing, and that is training we do not provide. Resource Suggestions Hire a billing company: If you have recently lost an experienced ...

    • Enrollments Overview/Troubleshooting

      All Enrollments must happen using this Enrollments portal. When Enrollments are completed using this portal, a CRM Ticket is created with Etactics. This is the only method for Enrollments. Resources for Completing Enrollments Use the following ...