The Details tab on the Utilization Analysis Report will give you the details that match the parameters set on the Summary tab page. If you press on any of the column header titles, additional options will appear. They include: Sorting...
The Summary tab on the Utilization Analysis Report is where the parameters for the report are set. Options include: Date range or single date Provider (single, multiple, or all) Office (single, multiple, or all) The report can be grou...
The Utilization Analysis report will allow you insight into appointments scheduled and billable and those that were rescheduled, canceled, or were no-shows. The information can be viewed by a date range, provider (single, multiple, or all), or of...
Once the subscription/membership plan is established, it can now be added to a patient. Navigate to a patient's chart via Patient > Patient List. Select the Demographic tab from the list on the left of the screen. A heading for Patient ...
Editing a Subscription Membership category You can edit any of your existing subscription memberships whenever the need arises. Navigate to Account > Custom Fields > Custom Memberships Locate the membership category that needs updating. ...
Setting up a subscription membership Before placing a patient on a subscription or membership plan, you must set it up for your practice. Once set up, it can be easily used for your patients. No updates will be needed until/unless you want to ...
The second tab on the Charge Analysis Report, Paid vs Unpaid, will allow you to see your claim dollars that have been paid, those that are pending, and those that have not been submitted to the payer. There are a few parameters that can be ...
The fourth tab on the Charge Analysis Report, Details, will allow you to see the report's details. There are options to customize the report using the following filters: Provider - one, several, or all Payment Profile - one, several, or all O...
The third tab on the Charge Analysis Report, Claim Status, will allow you to see your claim dollars by claim status including: Not submitted Balance Due Bill Insurance Missing Information Paid in Full Ready to Bill Worker's Comp Claim ...