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  1. Payment Plan Guides

  2. Payment Plan Overview and Screens

  3. Release 24.119 - October 3rd, 2024

    Executive Summary Company Settings Update to Estimate Auto Generation Creation Release Note  | Documentation ...
  4. Monthly Financial Detail Report (Drill Down)

    After drilling into the Monthly Financial Report , you will see the Monthly 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 : ...
  5. Drilling Into the Monthly Financial Report

    After running the report, results will now be displayed based on the group, and sub-group selected.  To drill into the details of any grouping or cross-section, merely click the group value or the number value.  This will bring up the Monthly Fi...
  6. Monthly Financial Report - Advanced Search Tab

    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...
  7. Monthly Financial Report - Summary Tab

    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...
  8. Accessing the Monthly Financial Report

    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. ...
  9. Overview of the Monthly Financial Report

    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...
  10. Monthly Financial Report