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The Monthly Financial 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...
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The Monthly Financial 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 Monthly Summary tab. The date parameter on the Monthly Summary ta...
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Open the Reports Portal in the lower left corner. On the left-hand side of the navigation pane, choose the Monthly Financial Report from the Billing section. ...
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The Monthly Financial Report can be used to provide financial data for close-of-month reporting. The report includes a summary tab with a summary of the monthly numbers that include; Claims Created, Claims Submitted, Insurance Payments, Patient Pa...
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Created On: 09/17/2024
in Release Notes
Executive Summary Text to Pay New Text to Pay Feature Release Note | Feature Documentation | Setup Documentation ...
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The text to pay request can be sent utilizing the Claim Entry screen. When sending a text to pay request from the Claim Entry screen the amount will be populated based on the claim balance. Follow the below step by step instructions on how to do t...
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The text to pay request can be sent utilizing the Patient Setup screen. When sending a text to pay request from the Patient Setup screen the amount will be populated based on the patient balance. Follow the below step by step instructions on how t...
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Below you will find an explanation of the roles and settings necessary for the enabling and utilization of the text to pay feature. The PaySimple integration is required to utilize the text to pay feature. As a practice, you will be responsible...
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