Updated Articles

  1. Product/Procedure Report: Summary Tab

    The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper.  Offices use this report to identify their office's most-used procedures a...
  2. How to run a report based on the appointment's payment profile: Video

    A video walkthrough of running a report based on the appointment's payment profile. ...
  3. Running a report by Patient Follow-up Date: Video

    A video walkthrough of running a report by Patient Follow-up Date. ...
  4. Running a report by Patient Follow-up Date

    To run a report listing patients and their Follow-up Date (if populated - Patient Chart > Important tab )        2. Navigate to Patients > Patient List > More Filters        3. Select the checkbox >  Patients with foll...
  5. Patient Balance Ledger: Video

    A video walkthrough of the Patient Balance Ledger. ...
  6. Patient Balance Ledger

    The patient balance ledger will display all outstanding balances, per patient, categorized by whether they are pending from insurance or are due from the patient themselves.  To navigate to the ledger, hover over the Billing header an...
  7. Running Reports from the Live Claims Feed

    The Live Claims Feed (LCF) allows you to create reports that contain any combination of many available fields. They can be configured in countless ways to meet your workflow and needs. To access, navigate to Billing > Live Claims Feed. ...
  8. Running a Sales Tax Report

    Hover over the Billing tab and choose Sales Tax .  You can generate a report by using the Date range and/or by entering the CPT/HCPCS/Custom codes needed. Select Export to file to export to the Message center. ...
  9. How to identify claims that were billed but not paid

    1. Hover your cursor over the Billing tab and select Live Claims Feed from the drop-down menu. 2. Press the drop-down arrow aligned with Claim St and select the following statuses: In Process at Clearinghouse In Pro...
  10. Month End Close: Live Claims Feed

    When charges are added before a patient's appointment, they will appear grayed out in the Live Claims Feed.  They will not appear in any report until the date of service.  You can still make updates to either the code or charge when it is in this ...