New Articles

  1. 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. ...
  2. 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...
  3. Monthly Financial Report

  4. Release 24.118 - September 19th, 2024

    Executive Summary   Text to Pay New Text to Pay Feature Release Note  | Feature Documentation | Setup Documentation ...
  5. Text to Pay (Claim Entry Screen)

    The text to pay request can be sent utilizing the Claim Entry screen. When sending a text to pay request from the Claim Entry screen the amount will be populated based on the claim balance. Follow the below step by step instructions on how to do t...
  6. Text to Pay (Patient Setup Screen)

    The text to pay request can be sent utilizing the Patient Setup screen. When sending a text to pay request from the Patient Setup screen the amount will be populated based on the patient balance. Follow the below step by step instructions on how t...
  7. Text to Pay Setup

    Below you will find an explanation of the roles and settings necessary for the enabling and utilization of the text to pay feature. The PaySimple integration is required to utilize the text to pay feature. As a practice, you will be responsible...
  8. Text to Pay Setup

  9. 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...
  10. 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...