Test accordion view

Test accordion view

Anesthesia

Anesthesia Concepts

How do I add Anesthesia Time Units?

Appointments

Appointment Concepts

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

Billing

Billing Concepts

What is the difference between a Rendering Provider and a Billing Provider?
If a different setup is required, contact support.

Insurance

Insurance Concepts

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

Library Concepts

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

Navigation

Navigation Concepts

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

Patient Demographics

Patient Demographic Concepts

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 the address of the default Guarantor automatically update the associated Patients?
If the default Guarantor's address was changed, you will be prompted with the option to change the Patients' addresses that are associated with this Guarantor. Select the Patients whose addresses you want to change to the Guarantor's new address.

Payments and Receipts

Payment and Receipt Concepts

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
Loaded Date
Posted Date
Received Date
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

Report Concepts

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.

Related Articles
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Test FAQs
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View a Scanned Document
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