Update a Practice Address, Name, and Phone Number
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Address Corrections on the Statement/Invoices Management Dashboard
Address Corrections - Needs Changed/Do Not Mail Panel Addresses in the Address Corrections panel of the Statement Management screen need to be reviewed. Either the System could not determine which address to update, or Statements were marked as Do ...
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 ...
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. ...
Practice Analysis
Practice Analysis This is one of the most used reports in the System due to the output calculations and the ability to create multiple Group By levels. Report Features Date Type allows reporting by Post Date, Date of Service, or on an individual ...
Add or Modify Referring Providers/PCP
One Library is used for the Referring Provider and PCP. System Settings for Referring Provider Access System Settings: Admin > System Settings Auto-populate the Referring Provider on the Claim In the System Setting Charges section > REFPROVIDER YES: ...