Terms and Concepts FAQs

Terms and Concepts FAQs

Anesthesia

  1. How do I add Anesthesia Time Unit Settings?

Appointments

  1. Why does the Appointment Reason not display in the Appointment Slot?

Insurance

  1. What if the name on the Insurance Card is different from the name in the System?

  2. How do I add a new Insurance to the Insurance Library?

  3. When should I use the Insurance Alternate Mailing Addresses or Address ID?

  1. What are the shortcuts that allow the use of the Keyboard for Navigation?

Patient Demographics

  2. How do I indicate that a Patient is Deceased?

  3. Is there a way to quickly view who added or modified a Patient?

  4. How do I add a new Guarantor?

  5. How do I add a new Guarantor to Existing Encounters?

  6. Does updating address of the default Guarantor automatically update the patients affiliated?

Payments and Receipts

  1. What is a Receipt?

  2. What is a Payment?

  3. What is Escrow and how is it used?

What is the difference between these Dates?

  1. This is the date the Applied button was used on the ERA.
  2. This date may be different than the Post Date since the Post Date is driven by the Date used in the Reference Batch.

  1. The date an ERA was loaded into the PM System.
  2. This date may be different than the Received Date.

  1. The Post Date is determined by the Date set in the Reference Batch.
  2. It can be used to manipulate Post Dates at month end.

  1. The Received Date is the date entered on the Receipt or the date that auto-populates on the ERA Receipt.
  2. This is the date that the Payment was received.

  1. Why can't I delete a Receipt?

  2. Why do I have Escrow after Posting the Payments

  3. What if I forgot to print the Patient's Receipt?

  4. What are Disbursements?

  5. How do I Reconcile my In-Office Patient Payments for the day?

  1. What is the difference between "Share versus Copy" on Custom Query Reports?

  2. Why is my report not exporting when Spreadsheet Format is chosen?

Statements

  1. Where can I find Patient Statement details?

  2. Why are some of my Statements going on Hold when I do not have them designated as a Hold?



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