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If a payment, viewed from the Transaction History screen, was created from a receipt, you can link to the receipt details from the Patient Transaction History payment right-click menu. If the payment being right-clicked on was created from a recei...
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Getting started begins with reaching out to your Public Health Agency - they should direct you on how to get started! Public Health Case reporting is the electronic initial case report (eICR) is the OfficeEMR feature that supports automatic sub...
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Prerequisite Checklist of Requirements for Turning on the Case Reporting Feature To begin using the Dashboard the steps listed below should be completed. If they are not just reach out using your support case to get your next steps for going ...
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The " Populate Primary ICN Number When This Payer is the Secondary" company setting allows a practice to pull the ICN number from the 835 when the deposit/claim is posted from the primary payer response, and then add the ICN number to the Origi...
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The " Override Default referring to rend. provider when Medicare Requirement" company setting allows a practice to enter a comma delimited list of provider IDs that should ignore the setting "Default referring to rend. provider when Medicare" i...
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Created On: 08/29/2025
in Release Notes
New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
New Public Health Case Reporting Dashboard New Patient Expired Credit Cards View New Text to Pay Links Reports Sa...
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This article describes the necessary steps an ID.me prescriber must take in order to update or reset their multi-factor authentication (MFA) method with ID.me. Steps to Complete The ID.me login for users - including the MFA method - is control...
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The Record Locator Profile is used as an alternative address and contact info screen for practices using our Record Locator (RecordSync) feature. Customers whose details in the "Company Profile" do not meet Surescripts' requirements, such as pract...
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The Check for New or Established Patient Procedure Company Setting for Claim Validation Rules allows users to determine when charges should be classified as a New Patient Visit or an Established Patient Visit. Enabling this setting will...
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The Send Receipt Detail to MML Account company setting allows users to to display patient receipts within the patient's MML account. Enabling this setting adds patient receipts to the Payment History section under Billing within the MML account,...