Frequently Asked Questions
FAQs for PM
- ★ 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
- Adding a taxonomy code in PM
- How do I add a Patient Photo in PM?
- Urgent Notice regarding Appointment Reminders
- HCFA Claims Option For Box 14 & 15
- How to Color Code Case Types
- Where Box 32 pulls from
- ERA didn't post - already loaded in the system message
- Billing Notes - Charge/Payment line Notes
- 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
- Auto Reconcile – What to do with Remainders
- Reconciling Adjustment Action Types
- Attaching Documents to Patient Charts in PM
- PM Shortcut Keys
- DUE TODAY FUNCTIONALITY
- Archive Appointments
- Understanding Secondary Batch Claims Criteria
- Common ECS 5010 Claim rejections.
- How to add insurance payments using the check balance accumulator feature
- How do you set up a new rule in Autopay?
- Where does Box 25 come from