New Articles

  1. Text to Pay Overview

    The Text to Pay feature is intended to aid practices in patient payment collection, by allowing users to send a payment request text link to the patient. This can be done for the collection of a co-pay or patient outstanding balance.   The Text t...
  2. Text to Pay (Quick Pay Screen)

    The text to pay request can be sent utilizing the Quick Pay screen. On the Quick Pay screen selecting the payment method of credit card will allow the selection of the Text to Pay button. Follow the below step by step instructions on how to do thi...
  3. Text to Pay

  4. User Setup for Single Monitor Dashboard Viewing

    For users with a single monitor, we have introduced a new user setting: "Check In/Out Single Monitor." By default, this setting is turned off, so accessing the Check In/Out Dashboard will continue to open in a new window as usual. However, if you...
  5. Release 24.117 - September 5th, 2024

    New Features and Updates Setup Payers U16842 - Update To The CARC Code Export Report: Updated the existing CARC Code Export Report to include the following 4 new fields: ERA Status Claim Status Claim Level P...
  6. Quick Picks

  7. About EMR Quick Picks

    Quick Picks are a function within the EMR portal that allows a user to create stored text or expressions that can be applied to any free text box or text area within the EMR portal. Generally this text is used for documentation purposes within a t...
  8. Accessing Quick Picks

    Access to the Expression builder is controlled by the role titled, "Quick Picks." Access may be determined by an administrator.  Navigate to Setup Location Administrative Setup > Roles Search "quick pick" Determine write access by granting...
  9. How to Create Quick Picks

    Quick Picks are displayed by categories.  Select the pencil icon Select the New button to generate a new category Type in the desired category name Phrases are then built under designated categories. Select the New button Enter the de...
  10. How to use Quick Picks

    Quick Picks can be used independently or can be grouped together to form phrases.  Begin by single selecting the desired phrase (to group phrases, select the desired phrases) Selected phrases will display in the expression builder  User ma...