FAQs
ERA FAQs
ERA FAQs Archived ERAs How do I Archive ERAs? Archive ERAs Update an ERA's File Status Where do I find Archived ERAs? Find Archived ERAs Status Claim Type Why does the ERA Claim Type say it is Processed as Tertiary when the Patient only has a Primary ...
Fee/RVU Schedule FAQs
Fee/RVU Schedule FAQs Fee Schedule How do I know which Fee Schedule is being used? Which Fee Schedule should I use? Logic for Effective/Expiration Dates Logic for Procedure Codes and Modifiers
Reporting FAQs
Reporting FAQs A/R (Account Receivables) How do I work my A/R? Work your A/R Contains vs Includes What is the difference between Contains and Includes when Filtering? Contains vs Includes in Filter Criteria Contains: Looks at any part of the value. ...
POPS FAQs/Troubleshooting
Does POPS send Receipts via Email or Text after a Payment is made? POPS can send Receipts via email if the option is selected in POPS Management. How can a Patient manually print a POPS Receipt? On the POPS Account Dashboard, select the Receipts ...
Reference Batch FAQs
Validation Error Why am I getting this Validation Error: You must be attached to a Reference Batch? Validation Error: You must be attached to a Reference Batch This Validation Error means you are not currently attached to an Open Reference Batch. ...
Workers Comp FAQs
Workers Comp FAQs Accident Date Where do I enter the Accident Date? Enter the Accident Date on Workers Comp Claim
Cases, Authorizations, and Referral FAQs
Cases, Authorizations, and Referral FAQs Accident Date Where do I add an Accident Date on a Case? Add an Accident Date on a Case
Charge/Claim FAQs
Charge/Claim FAQs Attachments How do I indicate there is attached paperwork? Attached Paperwork Attending Physician What is an Attending Physician? Attending Physician An Attending Physician is the one who is responsible for the overall care of a ...
Payment/Receipt FAQs
Adjustments/CARC Codes How can I post additional Adjustments? Post an Adjustment from: Payment Dashboard Patient Dashboard Encounter Dashboard Learn More Multiple Adjustment Lines Rebill the Claim from the Adjustment screen Adjustment Transaction ...
Scheduling/Calendar FAQs
Appointments How do I Register a Patient? Register a Patient How do I Schedule an Appointment? Schedule an Appointment How do I Modify an Appointment? Select: How do I Modify an Appointment? How do I see the Patient's Last Appointment? Select: How do ...
Statement/Invoice FAQs
Statement/Invoice FAQs Balance Forward on Statements/Invoices How do I show/exclude Balance Forward on Statements? Show or Exclude Balance Forward on Statements How do I show/exclude Balance Forward on Invoices? Show or Exclude Balance Forward on ...
User FAQs
User FAQs Calendar Calendar Why is the red line on the Calendar not on the current time? Red line on the Calendar is not on the current time In your User Profile, specifically select your Time Zone instead of using Computer Time. In User Maintenance, ...
Anesthesia Billing FAQs
Anesthesia Billing Setup How do I set up Anesthesia Billing? Setup for Anesthesia Billing Anesthesia Billing Resources Anesthesia Billing Resources Resources for Anesthesia Billing Concurrency Why is Anesthesia billed using Concurrency? Anesthesia ...
Form and Superbill FAQs
Forms and Superbills FAQs ABN Form What is an ABN Form? ABN Form An Advance Beneficiary Notice of Non-coverage (ABN) is a form that informs Original Medicare Patients that Medicare might not cover a specific service or item. Form Fields What are the ...
Terms and Concepts FAQs
Anesthesia How do I add Anesthesia Time Unit Settings? Anesthesia Time Unit Settings Appointments Why does the Appointment Reason not display in the Appointment Slot? Appointment Reason not displaying Attending What is an Attending Physician? An ...
Patient FAQs
Alert/Header How do I remove an Alert or Header? Remove an Alert or Header Cases How do I add a Case? How do I add a Case? Charges How do I post a new Charge? How do I post a new Charge? Deceased How do I indicate that a Patient is deceased? Mark a ...
Enrollment FAQs
Enrollments How do I create an Enrollment? Create an Enrollment Why is my Enrollment Packet not downloading? Enrollment Packet not downloading Etactics/EDI How do I communicate with EDI regarding Enrollments? Enrollments: Waiting on Clearinghouse - ...
Support Ticket Portal FAQs
Ticket Button Why does the View Ticket button not work in my email? The View Ticket button does not work in my email When I select the View Ticket button, I get this message: It looks like your user has not been authenticated to access the ticket ...
Insurance FAQs
Different Insurance How do I transfer/move a Charge/Encounter to another carrier/payer/insurance? Transfer/move a Charge/Encounter to another Payer/Insurance How do I change a Secondary Insurance to the Primary? Change a secondary Insurance to the ...
iDology Direct Scanning FAQs
Troubleshooting Scanning Problems Questions for Troubleshooting Scanning Problems Answer the following questions for the Troubleshooting Process: What Make and Model is your scanning device? Is the driver on your device up to date? Do you have ...
Billing/Rendering/Referring Provider FAQs
Provider Numbers Where do I add the Provider's Medicaid number? Provider's Medicaid Number Billing/Rendering Provider: The Medicaid number is added on the Billing/Rendering Provider screen in the Licensure/Credentialing panel. (Libraries > ...
Tag FAQs
Guarantor Does the Hold Guarantor Tag Attribute affect all Patients connected to the Guarantor? Hold Guarantor Tag If Hold Guarantor is selected on a Tag, all Encounters attached to the Guarantor will be held. If there are several Patients that are ...
Notification FAQs and Troubleshooting
Appointment Reminders Why are the Appointment Reminders not being Sent? Appointment Reminders are not being sent Existing Patients need to be Opted In. Once Appointment Reminders are turned on for a database, the existing Patients need to be Opted ...
FAQs Overview
Anesthesia Billing FAQs Charge FAQs Claim FAQs Demographic FAQs Eligibility FAQs Encounter/Visit FAQs ERA FAQs Form and Superbill FAQs iDology Direct Scanning FAQs Job Scheduler FAQs Patient FAQs Payment FAQs Permission FAQs and Examples ...
Encounter/Visit FAQs
Actions Panel How do I Modify a Charge? Modify a Charge How do I transfer an Encounter Balance to a Patient? Transfer an Encounter Balance to a Patient How do I place an Encounter in Collections? Place an Encounter in Collections How do I adjust my ...
Eligibility FAQs
Eligibility Payer ID How can I check Eligibility on a specific Patient when the Eligibility Payer ID is different than the one in the System? Payer ID is different than the one in the System Scenario: The Claims Payer ID is different than the ...
Pre-Collections/Collections FAQs
Billing Do Encounters in Pre-Collections get billed? Do Encounters in Pre-Collections get billed? If the Guarantor meets the requirements to receive a Statement and has Encounters that are not in Pre-Collections, the Encounters that are in ...
Demographic FAQs
Address Can the System recognize if an address is invalid? Address is invalid The System recognizes if an address is invalid when using USPS Address Standardization. USPS Address Standardization is powered by Exact Plus, which is a premium add-on. ...
Permission FAQs and Examples
User Maintenance Who has access to User Maintenance? The only User Role that has access to add or modify a User is the Role of Site Admin. Just having the Role of Administrator does not give a User Access to User Maintenance. The User must be ...
Job Scheduler FAQs
Job Scheduler Use What is the Job Scheduler? The Job Scheduler is used to run automated scheduled Tasks and Reports. Example: A job created for Batch Eligibility will check Insurance Eligibility for all Patients on the Calendar for a chosen day. ...
Claim FAQs
Claims Stuck Why are Claims stuck in the status of Ready for Submission? Claims are stuck in Ready for Submission Examples: The most common reason is that the Reference Batch is not closed. It will be listed in the Claims Submission Queue as Open ...