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Claim Credit Select Clicking on any part of the line on the Credit Balance screen brings up the Claim Credit Select window. The basic purpose of this screen is to Approve sources for patient or insurance refunds Select source credit...
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This screen will query the database to determine all accounts that have claims with a credit balance. It will also check total patient balances for the patients who have claims with credit balances. Each line is a summation grouped by patient. ...
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Processing refunds and credits can be time consuming. The refunds and credits module assists in streamlining that process by delivering a Credit Balance Screen with an option to either refund or transfer money between claims. There are co...
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Credit Balance Screen: This screen will display credit balances and allows selection to begin the process of either refunding or transferring the money to a different claim. Credit Balance Screen Details Claim Credit Select Scr...
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Navigate to Billing portal. Under Payment Posting select Credit Balance screen Use checkboxes at the top of the screen and/or Advanced Search options to view claims with Credit Balances to be worked. Double click anywhere o...
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This article describes how to set up and alter Document Types in the system so that eDocuments can be codified and associated to Icons and Colors in various areas of the system. The main purpose of Document Types is to help assist in sifting through...
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This article describes the purpose and effects of the Unsolicited Document setup screen. This document is written for both practice administrators as well as vendors utilizing the Unsolicited Document API . This screen is enabled as part of the U...
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New Features and Updates General Appointment Reminders U15899 - Add Resource Alias Field: Some Resource names were too long or weren't recognizable to patients. An Alias field has been added to Resource Setup so the name be...