Popular Articles

  1. Release 23.21 - November 30th, 2023

    Executive Summary New Report New Report to display claim validation rules that have been bypassed Release Note New Procedure Code Setup Option  New Option to Copy Procedure Code Validations to Other Codes Rel...
  2. Release 21.08 - Release May 20th, 2021

    New Features Billing Statements The Statements process has been completely re-imagined to be far more intuitive and automated.  We have re-designed our statement layouts to maximize patient collections.  We have also partnered with a ...
  3. EOB Workflow

    EOB Workflow Video EOB Workflow Steps EOBs should be created as a new Payer Deposit in the Deposits window. Link your paper EOB to your deposit so that it can be easily accessed and referenced. Add all the necessary claims to...
  4. Adding a New Procedure Code

    New Procedure Codes must be periodically entered into the system as the AMA releases new CPT (Procedure) Codes annually. In order to use these new codes, they will need to be added to your Procedure Code table. Annual HCPCS Code updates are entered ...
  5. Setup and Authenticate User DIRECT Email

    How to setup and authenticate a user's DIRECT Email address.
  6. Receipts Setup

  7. Add a fax to the Fax Queue and Send a Fax Batch

    For practices that have configured integrated faxes , you will be able to electronically fax any document that you can print out of the application.  When necessary, you may want to fax several separate items out all at the same time in a batch.  T...
  8. Release 23.17 - October 5th, 2023

    Executive Summary Patient Search Display Recent Patients  Release Note | Documentation New Features and Updates General Patient Search E15471 - Display Recent Patients:   This new feature builds a Recent  ...
  9. Deposits - Poster - Day to Day Process

    Training Video Click for Training Video Overview The Deposit Posting process consists of two main windows, Deposits and Posting.  Deposits will be where you create any new deposits (ERA imports, statement payments, manual EOBs, or pati...
  10. CoverMyMeds eRx Eligibility and Prior Authorization