Terms and Concepts FAQs

Terms and Concepts FAQs


Terms and Concepts FAQs


Anesthesia

How do I add Anesthesia Time Unit Settings?


Appointments

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


Attending

What is an Attending Physician?

  • An Attending Physician is the one who is responsible for the overall care of a Patient in a hospital or clinical setting.

When is the Attending Physician used?

  • The Attending Physician is required on Institutional Claims.
  • Box 76 on the paper UB; Loop 2310A on the ANSI.

Billing

What is the difference between a Rendering Provider and a Billing Provider?

  • If a different setup is required, contact Support.

Insurance

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

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

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


Libraries

How do I assign a custom Referring Provider ID or have the System assign the Referring ID?


Navigation

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

Patient Demographics

How do I add a New Patient?

How do I indicate that a Patient is Deceased?

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

How do I add a new Guarantor?

How do I add a new Guarantor to Existing Encounters?

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


Payments and Receipts

What is a Receipt?

What is a Payment?

What is Escrow and how is it used?

What is the difference between the following Dates?

Applied Date

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

Loaded Date

  • The date an ERA was loaded into the PM System.
  • This date may be different from the Received Date.

Posted Date


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

Received Date

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

Why can't I delete a Receipt?

Why do I have Escrow after Posting the Payments

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

What are Disbursements?

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


Reporting

What is the difference between "Contains" versus "Includes" on Reports


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


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


Statements

Where can I find Patient Statement details?

What is a Dunning Count?

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


  • In the Billing/Rendering Provider Library > Statements (under the Reporting Information panel), check to see if the Hold box is checked.


Was an Individual Statement Mailed?

How do I view a Guarantor's Statement History?

How do I view the PDF of the Sent Statement?


System

How do I make an enhancement request?

What are the Hot-Keys and Go-Cut Short-Cuts that allow me to use my keyboard to navigate?

How do I open multiple tabs?

How do I get the A/R from my old System into the new System?

How do I align my printer to print HCFAs and other Insurance Forms?

How do I keep a Transaction Code from displaying on the Encounter?

How do I create Custom Fields to capture additional Information?

What is - Manage - in a dropdown list?

  • - Manage - is used to add additional options in a dropdown list.




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