Update a Practice Address, Name, and Phone Number

• Related Articles

• Move Existing Encounters to a New Insurance/Self-Pay Profile

  Move Existing Encounters to a New Insurance/Self-Pay Profile When a new Insurance or Self Pay Profile is added, you may need to move some of the existing Encounters to the new Profile. This most often occurs when a claim is denied for not being ...

• Add/Register a New Patient

  A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...

• Billing Companies: New Client Onboarding

  Billing Company Terms and Concepts Master Database: Master Databases house Libraries to be shared across Databases. Master Insurance Library Go-Live: The date that the new System will begin to be used for billing. If this date changes significantly, ...

• 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 ...

• 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 ...