Practice Enrollments Panel

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

    • Enrollments (Table of Contents)

      Contents Enrollments Overview Enrollment Check List Enrollments: Create Enrollments Panel Enrollments: Waiting on Practice Panel Enrollments: Waiting on Clearinghouse Enrollments: Waiting on Payer Panel Enrollments: Closed Panel

    • 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. ...

    • Enrollments: Closed Panel

      Enrollments Closed Panel The Closed Panel displays Enrollments that have been Completed or Closed Status Closed: An Enrollment can be closed for several reasons. It was cancelled by the Practice. It was accepted as in the Example below. No response ...

    • Patient Dashboard Guarantors Panel

      Guarantor A Guarantor is the person/entity who is financially responsible for this Patient and would receive a statement/invoice for services rendered. Guarantor Panel on the Patient Dashboard Guarantor's Name and Address Guarantor's ID number ...