Updated Articles

  1. Form Builder (Beta)

    Last Updated: 10/11/2024 in Clinical Form Building Form Builder
    The form builder has a new look. This version has a new design and enhanced features to provide an easier workflow when creating custom templates. The existing form builder remains functional and runs parallel to the new version. To open the F...

  2. Form Builder Direct Archive (Form Builder - beta) Updated

    Last Updated: 10/10/2024 in Clinical Form Building Form Builder
    How to use the direct archive feature for the form builder beta.

  3. What is the difference between New Section and SOAP section fields? Updated

    Last Updated: 10/10/2024 in Clinical Form Building Form Builder
    How to understand the difference between the New Section and SOAP section fields

  4. How to create a custom clinical workflow profile Updated

    Last Updated: 10/10/2024 in Clinical Form Building Form Builder
    How to create a custom clinical workflow profile

  5. Best Practices for Building Custom Forms New

    Last Updated: 10/10/2024 in Clinical Form Building Form Builder
    Best practices to build a custom form to achieve clinical note optimization.

  6. Patient Header

    Last Updated: 10/10/2024 in Clinical Patient Chart Chart Optimization
    How to set up the patient header for chart optimization.

  7. eProvider Solutions FAQ

    Last Updated: 10/09/2024 in Billing Trending RCM Topics Change Healthcare Cyber Attack Response ePS Resources
    Find answers to the most frequently asked questions about eProvider Solutions.

  8. How Switching Clearinghouses Impacts Practice Collections

    Last Updated: 10/09/2024 in Billing Enrollment: EDI Electronic Claims Submissions Waystar to TriZetto transition Transition
    Switching clearinghouses is a straightforward process and usually requires redoing enrollment paperwork.

  9. Financial Transactions Report (fka Day Sheet) Updates: How to run a report for a specific insurance

    Last Updated: 10/09/2024 in Billing Billing Reporting Day Sheet Updates
    Included in the Financial Transactions report is the option to run a report for a specific insurance. To find the report Navigate to Billing > Financial Transactions (Day Sheet)                     2.  On the Summary Tab, locate...

  10. How do I Run a Report for a Specific Payment Method?

    Last Updated: 10/09/2024 in Billing Billing Reporting Patient Payment Reports
    To get a report on different Patient Payment methods, please follow the steps outlined below: 1. Navigate to Billing and select Financial Transactions ( Day Sheet) . 2. Enter the Date range and click on the Patient Paymen...
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