Popular Articles

  1. Receipt Posting Setup

    Below you will find an explanation for each company setting and rule along with the default values that are applied. These settings and rules will affect exactly how receipts are posted (or not posted) to claims.  As a practice, you will be respon...
  2. Retrieve your IdenTrust Mobile Certificate

    Once you register for an IdenTrust account, you should receive an email to retrieve and install your certificate on your computer.  Things to Know Before You Start This process will require you to supply or create various passwords.  Be sure to k...
  3. Run a Payer Credit Card Payment

    To collect and run a credit card payment with the PaySimple Credit Card Processing, follow the step-by-step guide or watch the short video below. Watch the Video Step-By-Step Instructions Open the Credit Card Payment screen from the...
  4. Notes Clinical Marker

    The Notes  clinical marker will be added to the timeline whenever a new SOAP  Note is saved in the SOAP Notes chart tab. In addition to simply seeing the note saved on a given day, this screen also allows a user to copy forward an encounter quickly...
  5. Provider-Level Adjustment Found

    Error Level:   Deposit Error Message : At least one provider-level adjustment was found.  Actions to Take :  User should resolve the error by posting money to the appropriate claim or ignoring the error. Click Resolve Search for the cl...
  6. Provider Credentialing Setup by Payer

    In the Choice application, Provider Credentials are for changes which need to be made to the Provider's normal billing setup for a specific payer or payers. This can range from needing to submit claims as an individual Billing Provider (instead of a...
  7. Vitals Clinical Marker

    The Vitals  clinical marker will be added to the timeline whenever a new vital record is saved in the Vitals chart tab. While the information is originally triggered by a new vital record, a large amount of information can be viewed in the Vitals...
  8. Troubleshooting Dragon

    Commonly, Dragon is known to have severe lags or text transition issues due to the HTML Support setting in Dragon. The most common way to resolve this is by disabling HTML Support with the below steps:  In Dragon Open the Tools option from the top...
  9. Send a Communication

    The My Tasks Communication tool allows for interoffice communications that can be initiated from the EMR, iScheduler, Billing Portal or My Task areas. Additionally, you can link a patient chart, claim, or eDocument to the Communication. Communicati...
  10. Printing an eDocument

    How to print an eDocument.