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Below you will find an explanation for each company setting along with the default values that are applied. These settings and rules will affect how payment plans are handled in your database. As a practice, you will be responsible for updating t...
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In the Billing portal, there is a category for Payment Posting. Within that category is found the Payment Plan Screen. Users will use this screen to create payment plans for patient balances. Payment Plans allow patients to pay off substantial out...
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Created On: 10/01/2024
in Release Notes
Executive Summary Company Settings Update to Estimate Auto Generation Creation Release Note | Documentation ...
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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 : ...
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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...
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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...