Updated Articles

  1. Account Settings: View

    You can select which Billing and Reports pages are accessible to the provider or practice group.
  2. Rejection Report: Overview

    The Rejection Report will allow your practice to see from a high level which claims were rejected from both the clearinghouse and/or payer, and what your monthly clean claim rate is.  It will also allow you to drill down into the details to ident...
  3.  Rejection Report: Video

    A video walk-through of the Rejection Analysis Report. ...
  4. Rejection Report: Detail tab

    The Detail tab on the Rejection report will allow you to see detailed information regarding the clearinghouse or payer rejections received by your office.  There are many options for you to select from including: Date Type - Submission/Reje...
  5. Creating and Using Macros

    Users can contact support to share or stop sharing macros across the practice group.  Macros can be a great tool to help streamline your workflows and make charting much more efficient. Macros can be used to auto-populate commonly used phrase...
  6. Adding a subscription membership to a patient's account

    Once the subscription/membership plan is established, it can be added to a patient's chart.    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 Patien...
  7. Editing, Archiving, and Duplicating Subscription Memberships

    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. P...
  8.  Rejection Analysis Report (Video)

    Select this link to watch the video with step-by-step instructions. ...
  9. Rejection Report: Drill In tab

    The Drill In tab will show detailed information, including the Claim ID, Chart ID, Patient Full name, Date of Service, Rejection Date, All Billed Codes, Rejection Reason, Insurance Name, and Billed Amount. The report can be enlarged, ...
  10. Denial Analysis Updates: Graph tab

    The forth tab listed under the Denial Analysis report is the Graph tab.  Here, you can see details for the parameters you set in a graph form. You have the option to group the information with a primary (group by) and a secon...