New Articles

  1. Patient Setup Screen New

     Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access The modernization of the Patient Setup container screen was a required first step to support enhancements to Demographics, Emergency Contact, a...
  2. Scanning Dynamsoft Install Caught in Install Loop

    Overview Beginning with Google Chrome v142 (and other Chromium-based browsers such as Edge), Chrome introduced a new security requirement called Local Network Access . This change restricts websites from connecting to applications or service...
  3. SMART on FHIR Apps

  4. Release 25.146 - November 20, 2025

    New features  | Enhancements | Resolutions Highlights New Features Enhancements New Preferred Pharmacy Letters Quick Picks New Audit Added to the Claim Comment Window SMART on FHIR Applicatio...
  5. Company Setting: Default Benefit Type for Patient Eligibility

    The " Default Benefit Type for Patient Eligibility " company setting allows a practice to default the benefit type selection when performing a patient eligibility check. For instance, entering "30" will default to "Health Benefit Plan Coverage,"...
  6. Claim Submission Detail Report (Drill Down)

    After drilling into the Claim Submission Report , you will see the Claim Submission Report with the appropriate detail based on your selection. The Claim Submission Report contains the following information: Claim ID : The ID of the c...
  7. Claim Submission Report - Advanced Search Tab

    The Claim Submission Report can be found in the Reports portal under the Billing category on the navigation bar. The Advanced Search tab of this report can be found on the right upper corner of the report. The Advanced Search tab allows a user ...
  8. Claim Submission Report - Summary Tab

    The Claim Submission Report can be found in the Reports portal under the Billing category on the navigation bar. This report by default will open with this month's total in the Submission Summary tab. The date parameter on the Submission Summa...
  9. Accessing the Claim Submission Report

    Open the Reports Portal in the lower left corner. On the left-hand side of the navigation pane, choose the Claim Sub Report from the Billing section. ...
  10. Overview of the Claim Submission Report

    The Claim Submission Report can be used to view claims submitted to insurance within a selected date range, grouped by desired categories such as submission date, submission user, financial class, provider, or service location. The report includes...