PM - Practice Management Billing Module
What's New PM documents
User Guides
- Accept Assignment
- Accept Assignment setup
- Auto Assign / Auto Reconcile
- Autopay
- Batch Eligibility from the Scheduler
- Batch Patient Statement User Guide
Frequently Asked Questions
- ★ Can I send mass texts or emails from the software?
- Where Box 32 pulls from
- ERA is already loaded in the system
- Billing Notes -- Charge/Payment line Notes
- How to Enable the Option to Save the Charges\Payments Ledger Grids Sort Order
- Appointment Letter
Claims
- How do I Enable\Disable Test Mode for Claims?
- How do I resubmit claims
- How do I set up a Path for my Claims
- Where does Box 1 come from
- Where does Box 11 come from
- Where does Box 12 come from
Videos
EHR -- Electronic Health Records Module
WHAT'S NEW EHR DOCUMENTS
User Guides
- Adding Documents to Patient Charts in EHR
- Application Access API Documentation
- Creating a Custom Treatment Screen
- How to Copy/Paste a Visit
- Importing a Clinical Summary file
- Managing your Local Copy in EHR
Frequently Asked Questions
- How do I add a new Clinic in EHR?
- How do I set up our Email for Reminders or Patient Communication in EHR?
- Adjusting Visit Limits and Counters in EHR
- Importing Dicom X-Rays
- EHR Report Settings and Options
- EHR Chart and Exam Forms Settings