PM
What's New PM documents
User Guides
- Accept Assignment
- Accept Assignment setup
- Auto Assign / Auto Reconcile
- Autopay
- Batch Patient Statement User Guide
- Cash Plans\Budget Plans
Frequently Asked Questions
- ★ Can I send mass texts or emails from the software?
- How to Enable the Option to Save the Charges\Payments Ledger Grids Sort Order
- Appointment Letter
- Emails with ICS file
- Proof of Timely Filing
- Unapplied Payments Breakdown Window
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
WHAT'S NEW EHR DOCUMENTS
User Guides
- Adding Documents to Patient Charts in EHR
- Application Access API Documentation
- Importing a Clinical Summary file for an existing patient?
- Managing your Local Copy in EHR
- Updating EHR in 3 Easy Steps
- Updating the ICD10 Library
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