New Articles

  1. 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...
  2. 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...
  3. Drilling Into the Daily Financial Report

    After running the report, results will now be displayed based on the group, and sub-group selected.  To drill into the detail of any grouping or cross-section, merely click the group value or the number value.  This will bring up the Detail Repo...
  4. Daily Financial Detail Report

    After drilling into the Daily Financial Report , you will see the Daily Financial Detail Report with the appropriate detail based on your selection. At this point, users have several options under actions on each line: Open the Claim : This...
  5. Beta Client Feedback Enhancements Completed

    We are very grateful for our Beta clients who partnered with us to evaluate and improve this new module! On behalf of the OfficeEMR team, thank you for spending your time evaluating this new feature and providing feedback to enhance this functionali...
  6. Release 24.115 - August 22nd, 2024

    Executive Summary Reports New Daily Financial Report Release Note  | Documentation New Appointment Eligibility Status Added to...
  7. Daily Financial Report - Advanced Search Tab

    The Daily 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 t...
  8. Daily Financial Report - Summary Tab

    The Daily Financial Report can be found in the Reports portal under the Billing category on the navigation bar. This report by default will open with today's total in the Daily Summary tab. The date parameter on the Daily Summary tab can can b...
  9. Accessing the Daily Financial Report

    Open the Reports Portal in the lower left corner. In the left-hand side on the navigation pane, choose the Daily Financial Report from the Billing section. ...
  10. Overview of the Daily Financial Report

    The Daily Financial Report is used to provide financial data for close of day reporting. The report includes claims created, claims submitted, insurance payments, and patient payments. It will also give a summary of the daily numbers and an advanc...