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PM - Practice Management Billing Module
PM - Practice Management Billing Module
A collection of Guides and FAQs for PM
What's New PM documents
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PM v861 - Released 03/20/2025
PM v812 - Released 04/18/2023
PM v784 - Released 06/06/2022
PM v753 - Released 06/01/2021
PM v725 - Released 08/12/2020
PM v721 - Released 06/23/2020
See all 8 articles
User Guides
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Assigning Credit Card Convenience Fees in DBC PM
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JotForm User Guide
Accept Assignment
Accept Assignment setup
Apptoto: Setting up Confirmation text replies
Auto Assign / Auto Reconcile
See all 43 articles
Frequently Asked Questions
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Can I send mass texts or emails from the software?
My Electronic Secondary Claim Won’t Process
How to Inactivate a patient in PM
How do I adjust the claim form alignment in PM?
How do I add a new patient case in PM?
Adding a taxonomy code in Legacy ASPC
See all 51 articles
Claims
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Exporting EHR Reports During the Claims Processing for Worker's Compensation 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
PM PWK Segment in 5010 claims [PM only end-users]
Where does box 10 B ?
See all 31 articles
Videos
PM Overview Session 1
PM Overview Session 2
Available Patches
PM v828 - 1/18/24
PM v790 - 8/18/22
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